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Video: When Staff Members Marry A separate video discusses how to Redirect Designations. This one covers the unique aspects of when two single staff members get married and how to redirect the wife's (inactive) designation to the husband's (active) designation...
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Video: Redirecting Designations Guidelines on how to redirect designations, a step-by-step overview, and also a demonstration of the results of redirection in the batch entry screen, the designation's Gifts Received tab, the donor's Donations tab, and...
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Video: Creating a Designation This video reference guide highlights the basics of creating a new designation. It includes basic designation principles and a step-by-step demo of how a designation is created. Help topic(s) related to this video: Read More...
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Session Making Designations Related Help Topics Designations: Overview Designation Tab (Contact) Creating / Editing a Designation Objective Create Designations to receive gifts. Designations can be staff members, ministries, or projects. Every designation...
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Import Designations Designations can be created manually by selecting the contact and then associating that contact with an existing Responsibility Centre. Read More > Creating / Editing a Designation If you have many designations to add, it may be...
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Default Donation GL Account These are the accounts that will appear on the designation screen by default. Staff For donations given on behalf of staff members Non-Staff For donations given to non-staff designations such as ministries, projects, etc. Default...
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Summer Projects are a unique type of event because of the unusual nature of the relationship between the Designations and the Responsibility Centres. In many cases, especially Staff designations, a RC will have just one designation. Some ministry RCs...
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Unresolved Donors & Designations Unknown/Unresolved Designations are also known as <SUSPENSE>. The number of such items are in parenthesis after the item. Sometimes all of the information about a donation is not known. Rather than hold up processing...
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Redirection is used when: 1. A staff woman marries a man on staff. Her designation could be redirected to the husband's existing designation, or both designations could be redirected to a new designation for the couple. Read More > When contacts marry...
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What is a Designation? A designation is what a donor gives towards. It can be either a staff member or ministry or a project in which a non-staff person is participating. In order to choose a contact as a designation when entering a donation, the contact...
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Any contact (either a staff member or non-staff department/project) can be made into a designation. The contact must be created first, since the Designation tab does not appear outside of the View Contacts screen. This topic is available on video! View...
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Adding Designations to the Ministry Tree Option 1: Assign designation to a ministry when the designation is created. This is optional. A designation does not need to be assigned at this time. 1. Select the ministry at the bottom of the New Designation...
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The Designation Tab manages the contact information specifically related to those contacts who receive gifts from donors. In DonorWise, a designation is a contact ID that receives gifts. It can be a staff member, a ministry, or a project. When a donor...