The purpose of the designation plan is to forecast and manage opportunity-related payments. The designation plan, as displayed on the Designation Plan tab, consists of a series of dates that define when payments are made and to what specific area of the nonprofit organization as specified by the donor. If no designation is applied, organizations place the funds into their general operating budget and areas of greatest fundraising need.
Add designation line
To create a designation plan:
1. Select the Add designation plan button.
2. Complete the available fields in the quick create pane.
3. Select the designation that you want to use.
4. Specify the date of the donation and the amount.
Split designation line
To add a child designation plan item:
1. Select the Add designation plan button.
2. Complete the available fields in the quick create pane.
3. Select the designation that you want to use.
4. Specify the date of the donation and the amount, and then select a parent designation plan from the lookup field.
5. In the split designation line, you can select the new designation and the amount to use.