- Go to Fundraising>Donation Management
- Click the Designated Giving Tab
- Click Manage Designation Types
- Click Create Designation Types
To change the designation type for a specific designation:
- Go to Fundraising>Donation Management
- Click the Designated Giving Tab
- Under Actions, click Edit for the designation you wish to change
- When on 1.Identify Designee, select the Designation type in the dropdown on step 3.