Edit the Designations for a Recurring Gift

Depending on your security rights and system role, you can change the designations to which a recurring gift is applied. You can apply the revenue to a different designation or split the amount between multiple designations.

When you add a revenue record, you can apply its amount to multiple designations.

1. On the record of the recurring gift to edit, select the double arrows next to Transaction summary to expand transaction summary information. For information about how to access the revenue record, refer to Search for Transactions.

2. On the action bar of the Designations grid, select Edit designations. The Edit designations screen appears.

3. Edit the designations or the amounts applied to designations as necessary.

4. Select Save. In the Designations grid, the edited designation information appears. If necessary, select Refresh to update the grid.