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Designations Form -
for your Planned Giving and Smart Giving Suite products.
Here, you can decide where donors may direct gifts within your organization.
Crypto Request?
Yes
No
Questions
What is the name of your organization?
When making a gift to my organization, I want donors to...
Choose from a specific list of designation options I provide (Recommended)
Type in a designation option of their choice
Both
See
Example 1
below for a visual of "Type in a designation option of their choice"
Example 1: How the "Name a Designation" choice appears
Note
Since you selected "Type in a designation option of their choice", you can go ahead and submit!
How many designation options would you like to provide?
Less than 10 options
(Recommended)
More than 10 options
User experience research shows that fewer than four options makes it more likely that donors complete their gifts.
For
"more than 10 options"
, we'll direct you to a separate template and instruction sheet.
Do any of your designation options have unique EIN's or addresses?
No
(Most Common)
Yes
Example 2: How designations appear in the dropdown list of a button
Example 3: How designations appear as multiple buttons
How would you like to display your designation options?
As a dropdown list inside a single button
(Recommended)
As multiple buttons
As multiple buttons with their own dropdown lists
See
Example 2
for a visual of a dropdown list and
Example 3
for a visual of multiple buttons.
For
"dropdown list inside a single button",
the single button will display your org's display name.
For
"multiple buttons with their own dropdown lists"
, we'll direct you to a separate template and instruction sheet.
Designations
List the designation options you would like donors to be able to support:
As a reminder, user experience research shows that fewer than four options makes it more likely that donors complete their gifts.
Click
"Add another response"
for each new designation option.
List the designations in the order you want them to appear.
Designation Option
Designations
List the designation options you would like donors to be able to support:
As a reminder, user experience research shows that fewer than four options makes it more likely that donors complete their gifts.
Click
"Add another response"
for each new designation option.
List the designations in the order you want them to appear.
Designation Option
Designation Option
What's their unique EIN? (if applicable)
What's their unique address?
(if applicable)
Button Description (optional)
Button Description (optional)
Inspire your supporters with 1-2 sentences explaining the impact of their gift. This will appear in the "i" icon of your button (see
example 4
).
Example 4: How the button description appears
Designations
List the designation options you would like donors to be able to support:
As a reminder, user experience research shows that fewer than four options makes it more likely that donors complete their gifts.
Click
"Add another response"
for each new designation option.
List the designations in the order you want them to appear.
Designation Option
Designation Option
Description (optional)
Inspire your supporters with 1-2 sentences explaining the impact of their gift in the context of this designation option. This will appear in the "i" icon of the button (see
example 4
).
Designations
List the designation options you would like donors to be able to support:
As a reminder, user experience research shows that fewer than four options makes it more likely that donors complete their gifts.
Click
"Add another response"
for each new designation option.
List the designations in the order you want them to appear.
Designation Option
Designation Option
Description (optional)
Inspire your supporters with 1-2 sentences explaining the impact of their gift in the context of this designation option. This will appear in the "i" icon of the button (see
example 4
).
What's their unique EIN? (if applicable)
What's their unique address?
(if applicable)
Example 4: How the designation description appears
Instructions for more than 10 designation options
To offer donors ten or more designation options, we provide this
template
with the required information.
Please read
this instruction sheet
, and let your strategist know if you would like some support in filling it out.
Once you complete the template, you can submit it here or email it to your strategist.
Instructions for multiple buttons with their own dropdown lists
To offer multiple buttons with their own dropdown lists, we provide this
template
with the required information.
Please read
this instruction sheet
, and let your strategist know if you would like some support in filling it out.
Once you complete the template, you can submit it here or email it to your strategist.
Finishing Up
Anything else we should know? (optional)
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