Designations??

Hi Daniela,

I like to use them as broad categories (contributions that aren’t necessarily already grouped by fund or campaign) to simplify reporting.  At the museum, we might have 1 Matisse designation, but 3 different funds (in 3 different campaigns) for Individual Support, Corporate Support and Foundation Support.  The designation makes it easier to see a quick snapshot. 

We also have a general Endowment designation.  It’s much easier and faster to choose 1 designation in a report parameter dropdown than so very many endowment funds.  This also helps with automatic reports.  When new funds are created I don’t have to check my report parameters to make sure all the funds are included.

I hope this helps!

Mark

Mark Frey  |  Woodruff Arts Center  |   P: 404.733.4277

Hello!

Currently at the organization I work for we do not use Designations and I would like to. 

I will be setting up our Designations for the first time and I would love some advice from anyone who uses designations and has success with them.  Do you keep them more generalized? or more specific? We have show specific donations so I thought I could set up a designation for every show in the next season. Is this a good idea? 

Thank you!!

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