Can I earmark funds received through my Donations website for specific programs or campaigns?
Synopsis You would like to set up different beneficiaries, programs, initiatives, campaigns, etc. on yourDonationswebsite for your donors to choose from.
Solution The Donations platform has the ability to define donationCategories. By adding the categories that you wish to include on your Donation page, you can allow your donors to define how they would like their donation amount to be split between programs, initiatives, campaigns, etc. Donors will enter donation amounts for their desired categories and the total will be calculated by the system.
To set up different categories for the purpose of earmarking donated funds:
Go toDonations -> Categories. (If you are acceptingRecurring Donations, you cannot set Donation Categories in this way and the Category menu item will not show. You may wish to instead usecustom questions.)
From here, clickAdd Categoryand complete the category details.
Continue the process until all desired categories have been added.
You may also adjust the order that your categories will be shown on the donation form by using the up and down arrows in theOrdercolumn.
Review your public website to see that the Categories are displayed correctly.
You can review your donations by category by going toReports -> Sales Detail Report. The categories chosen will also be shown in the order details fromReports -> Ordersand clicking the order number.