Add Designations to Donation Forms

Designations ensure every gift has a clear financial purpose. Donation forms require at least one designation so gifts go to the right area of financial need.

Note: In Raiser's Edge NXT, designations are known as funds. For more information, see Funds.

  1. From Online Giving, Donation forms, select an Optimizzed Form to edit or create a new one.

  2. From Donation, select one or more designations to include on the form under Designations.

    • If there is only one designation on the form, it doesn't display to donors.

    • If there are multiple designations on a form, donors can choose the one they want to support.

      Note: Donors can only choose one designation because Optimized Donation Forms don't support splitting gifts across multiple designations.

      Tip: After you add multiple designations to the form, you can change the designations display names and move them to an order you prefer under Designation list.

  3. Continue to edit the form and save it.

  1. From Online Giving, Donation forms, select a Standard Form to edit or create a new one.

  2. From Get started, select one or more designations under Designations.

    • If there is only one designation on the form, it doesn't display to donors.

    • If there are multiple designations on a form, donors can choose the one they want to support.

      Tip: To allow donor to split their gift across multiple funds, select Enable donors to split gifts between designations.

      Tip: After you add multiple designations to the form, you can rearrange them and add donor-friendly labels. Under Form, select Click to edit on the designation field on the form. Under Designation list, choose whether to use the default names or set new labels and change the order. When you choose select Set order, you are able to drag the designations to the order you want.

  3. Continue to edit the form and save it.