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...
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...
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...