To set up Designation funds:
Before following these steps, ensure that you have created at least one Fund Type and Fund in Blackbaud Sphere.
- Highlight Control, Administration, Organization Setup
- Click Set Up Funds/Donor Designations.
- Click New and select Designation.
- 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).
- In the Fund Name field, click the Search icon for search for and select a Fund for this Designation.
- For Description, enter a brief description.
- For Alt ID, enter an Alternate ID if necessary.
- Category shows the category assigned to the selected Fund.
- Type shows the Fund Type for the selected Fund
- 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
- 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.
- Enter any additional information in the Reference 1, Reference 2, and Reference 3 fields
- 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).
- For Display Description, enter a brief description for the previous step.
- Click Save and Next or click Campaigns
- Click Add
- Search for the Campaign
- Check the box next to the Campaign
- Click Add to Selection
- Click Finish.
- Go to Communities>Special Events>Friends Asking Friends>Kintera Thon
- Hover over your event name and select Website Info
- Click Donor Giving Levels
- Click Designations Tab
- Click hyperlink to add designations
- A list of the designations will appear, click the box next to the designations you want on the form
- Click Save
- Go back to Webinfo Checklist in the breadcrumb and click the green Publish Your Event Now button