Written instructions to create a general designation
A general designation is a giving opportunity that is perpetual in nature. A general designation must be tied to a fund in Vision2.
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Login to the V2 Admin Portal and navigate to: Finance > Designations > General Designations
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Click the Add a new Designation + button
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In the Name text box, type the name of the general designation. Please note: if you add the general designation to your promotion list, his name will be visible on your Giving Opportunities web page
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In the Short Description text box, provide a sentence or two to help your donors understand the intent of the fund. Please note: if you add this general designation to your promotion list, this description will be visible on your Giving Opportunities web page
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In the Long Description text box, provide a paragraph or two detailing the general designation. Please note: If the designation is available on your promotion list, your donors will see this information when they click the Learn More link on the Giving Opportunities web page
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Leave the Giving Basket Category Name text box empty (this functionality is no longer used)
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In the Selected Fund drop-down list, select the fund to be associated with this general designation
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In the Designated Account Segment text box, enter your general ledger code
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In the DesignationCode text box, provide a unique, shortcode to be used internally for offline gift entry
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In the Designation Giving Goal text box, type the fundraising goal for the general designation. Please note: this is not a required field
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Under the Media section, click the Change Photo button under the Web Photo item. Please note: This photo will be visible on the Giving Opportunities page and the Designation Details page
If the image has not been uploaded to your library
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Click the Upload tab
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Search for and select the image you need
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Click the Save button
If the image has been uploaded to your library
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On the Library tab, click the image you wish to use and then click the Use Selected Photo button
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When finished creating your general designation, click Save & I’m Done