A general designation is a giving opportunity that is perpetual in nature. A general designation must be tied to a fund in Vision2. 

  • Login to the V2 Admin Portal and navigate to: Finance > Designations > General Designations
  • Click the Add a new Designation + button
  • 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
  • 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
  • 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
  • Leave the Giving Basket Category Name text box empty (this functionality is no longer used)
  • In the Selected Fund drop-down list, select the fund to be associated with this general designation
  • In the Designated Account Segment text box, enter your general ledger code
  • In the DesignationCode text box, provide a unique, short code to be used internally for offline gift entry
  • In the Designation Giving Goal text box, type the fundraising goal for the general designation. Please note: this is not a required field
  • 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

  • Click the Upload tab
  • Search for and select the image you need
  • Click the Save button

If the image has been uploaded to your library

  • On the Library tab, click the image you wish to use and then click the Use Selected Photo button
  • When finished creating your general designation, click Save & I’m Done

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