To set up Designation funds:

Before following these steps, ensure that you have created at least one Fund Type and Fund in Blackbaud 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 Save and Next or click Campaigns
  16. Click Add
  17. Search for the Campaign
  18. Check the box next to the Campaign
  19. Click Add to Selection
  20. Click Finish.
To Apply Designations to an event:
  1. Go to Communities>Special Events>Friends Asking Friends>Kintera Thon
  2. Hover over your event name and select Website Info
  3. Click Donor Giving Levels
  4. Click Designations Tab
  5. Click hyperlink to add designations
  6. A list of the designations will appear,  click the box next to the designations you want on the form
  7. Click Save
  8. Go back to Webinfo Checklist in the breadcrumb and click the green Publish Your Event Now button