Specify how donors want their donation to be spent. You can identify a gift designation that's used for all unrestricted gifts and set it as the org-wide default before you begin entering gifts in Fundraising.
Required Editions
| REQUIRED EDITIONS |
|---|
| Available in: Lightning Experience |
|
Available in: Enterprise, Unlimited, and Developer Editions with Nonprofit Cloud |
| User Permissions Needed | |
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| To create gift designations: |
FundraisingAccess permission set |
- From the App Launcher (
), find and select Gift Designations. - Click New.
- For Name, enter a name for the designation. For example, enter Earthquake Relief Fund.
- To allocate the gift designation when a gift entry is processed, select Active.
Note New gift designations are saved as active, even if you don't select Active. - To use the designation for all unrestricted gifts, select Default.
Keep in mind that processing a high number of records on a designation can cause data skew. To avoid data skew, review the parent-child data skew to determine how often to use a new default designation based on the volume of records you process on the designation.
- Save your changes, and create other gift designations as needed.
SEE ALSO