DonorWise TM
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Designation Tab (Contact)



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Designation Tab (Contact)

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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 gives a contribution (or donation), that contribution may be split among several staff members, ministries, or projects. For glossary purposes, therefore, DonorWise defines the donor contribution as a "Donation" and the receiving amounts as "Gifts". So a single donation may be comprised of one or more gifts.

Read More > Designation Overview

Tasks you can do on the Designation Tab

Create and edit designations

Inactivate Designations

Redirecting Designations

Merge Staff Couple Gifts

Managing Designations during initial setup

If you are converting your existing system(s) to DonorWise and importing historical contribution data, you will need to set up all of your designations before importing any donations. This includes any designations that received gifts in the past, even if they are not current or active designation. This could be a time consuming process depending on the number of designations you have, but you only have to do it once.

Read More > Historical Batch

1.Make sure your General ledger is set up correctly; that is, that all designations have a responsibility centre in your General ledger.

2.Select each designation and manually assign all of the correct designation information on the Designation tab.

Tip: Once you have created one designation, you do not have to exit the designation area and return to the contact list. To make this process faster, have a list of all designations with their contact IDs in numerical order. Then use the Contact Search to search for the contacts IDs instead of names.


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