Designations for Membership and Donation Forms

Designations ensure every transaction has a clear financial purpose. When a supporter gives, the designation directs that payment to a specific fund, program, or area of financial need. Donation forms require at least one designation so gifts go to the correct area. Membership forms only requires a designation when it's configured to accept an additional gift.

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

How Designations Work on Forms

When a donation form has one designation, the gift automatically goes toward that designation. When a donation form includes more than one designation, donors can select the one they want to support. Membership forms can only have one designation.

Each form handles designations differently. The following table summarizes the key differences.

Designation Features by Form Type
Feature Optimized Standard Membership
Allow for multiple designations Yes Yes No
Donors can split a gift across designations No Yes, if enabled No
Designation labels customizable Yes Yes No
Designation order customizable Yes Yes Not applicable
Custom field label and placeholder text No Yes No
Where to configure designations Donation tab Get started tab Get started tab
Where to configure labels and order Designations list Form tab and Designations list Not applicable

To learn how to add and configuration designations on Online Giving forms, see: