You are here:
Gift Designations in Nonprofit
A gift designation is a fund that represents a specific purpose for a gift, such as an earthquake relocation fund and a fund for after-school care in an underserved community. Quickly allocate incoming donations to specific funds with gift designations.
Required Editions
| REQUIRED EDITIONS |
|---|
| Available in: Lightning Experience |
Available in: Enterprise, Unlimited, and Developer Editions with Nonprofit Cloud |
Select the gift designations to associate with gift commitments, campaigns, and opportunities so that all related incoming gifts are automatically allocated to these designations. For gifts that require multiple designations, define the percentage of each allocation. These allocations are called Gift Default Designations. Every gift requires at least one allocated designation.
By default, a gift transaction inherits the gift default designations defined in the associated gift commitment, if any. You can also allocate a new gift designation or override existing allocations for gift transactions. These allocations are called Gift Transaction Designations.
Only one gift designation can act as the org-wide default. However, processing a high number of records on a designation can cause data skew. To prevent this issue, create default designations, as necessary, based on the volume of records processed on the designation. If you change the org-wide default designation, existing gift allocations are unaffected. Only new allocations use the updated org-wide default designation.
Fundraising provides an automated, efficient, and accurate way to reconcile donations with designations. Based on the allocations, data across the gift entry, gift commitment, gift transaction, and gift designation records is synchronized to provide accurate impact reporting to donors. A gift transaction designation is the source of truth for updating gift designation record rollups.
- Gift Designation Hierarchy in Nonprofit
Hierarchical logic determines how gift default designations are inherited for gift commitments. Hierarchical logic also determines how gift transaction designations are inherited for gift transactions. You can manually override these designations. - Create Gift Designations in Nonprofit
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.
