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