Before following these steps, ensure that you have created at least one Fund Type and Fund in Sphere.
  1. Highlight Control, Administration, Organization Setup
  2. Click Set Up Funds/Donor Designations.
  3. Click New and select Designation.
  4. Select the Active check box if you want the Designation to be included in all drop lists where you can select a Donor Designation (for example, in the Fund/Designation list when you enter a gift in the database).
  5. In the Fund Name field, click the Search icon for search for and select a Fund for this Designation.
  6. For Description, enter a brief description.
  7. For Alt ID, enter an Alternate ID if necessary.
  8. Category shows the category assigned to the selected Fund.
  9. Type shows the Fund Type for the selected Fund
  10. For Start Date and End Date, click the Calendar to specify when the Fund Designation will be available for use/selection. This is primarily beneficial for your CMS Web sites or event pages
  11. Enter the Goal, which will be the amount of money (in U.S. dollars) you plan to collect (raise) from donors that will be specifically used for this Fund Designation.
  12. Enter any additional information in the Reference 1, Reference 2, and Reference 3 fields 
  13. For Display Name, enter a name for this default designation that you want to appear on CMS Web sites, forms, or event pages (for example, Help Support Lung Cancer Research).
  14. For Display Description, enter a brief description for the previous step.
  15. Click Finish.

The new Donor Designation will be listed on the Fund/Designation Setup page beneath the Fund to which it was assigned.

NOTE: If you want to apply this Donor Designation to your event or form you will want to associate the designation with the Campaign listed in the event/form properties. This can be done through the following steps:
 

  1. After Step 14 above click Save and Next or click Campaigns
  2. Click Add
  3. Search for the Campaign
  4. Check the box next to the Campaign
  5. Click Add to Selection
  6. Then complete the Designation creation process by clicking Finish