Many organizations rely on designations (funds) to allocate incoming donations to the right place, allowing donors to directly support specific areas of need that matter to them most.

Our Funds feature is the perfect way to track dollars to specific funds across all of your campaigns on Givebutter.


How Funds / Donation Designations work

💰 Account-wide funds

Add your funds at the Account-level, and then sync them with any campaign on Givebutter in a matter of seconds. Donors will be able to select from a dropdown on your campaign(s) accordingly.

🤩 Default fund

Set a fund to be selected as the default for any campaign, and optionally allow donors to modify this if they want to.

🙈 Hide fund selection

You might be running a campaign entirely for a specific fund and would like every donation credited to that fund. Combining this feature and the "Default fund" feature above gives you the flexibility to apply all donations on a campaign to a specific fund.

Pro tip: Using funds doesn't separate the donations within your payout account. It adds a label to each donation so you can designate it's use within your internal bookkeeping.

Managing Funds / Donation Designations

How to add Funds

  1. In your Givebutter Dashboard, click on ACCOUNT in the left-hand menu bar.

  2. Click on SETTINGS.

  3. Click on FUNDS.

  4. Click on the NEW button.

  5. Set a Fund name and optional internal code.

  6. Click either CREATE AND ADD ANOTHER or CREATE AND CLOSE.

screen shots of edit page
screenshot of fund name field

How to edit and delete Funds

  1. In your Givebutter Dashboard, click on ACCOUNT in the left-hand menu bar.

  2. Click on SETTINGS.

  3. Click on FUNDS.

  4. Click on the three dots (...) next to the fund you want to edit or delete.

  5. Choose EDIT FUND or DELETE FUND in the pop up.

screenshot of editing fund

Funds at the Campaign level

In the Tools tab of every campaign, you can select to have Funds displayed or not as well as select a default fund.

screenshot of a display fund toggle

Exporting Funds / Donation Designations to CSV

  1. In your Givebutter Dashboard, click on ACCOUNT in the left-hand menu bar.

  2. Click on SETTINGS.

  3. Click on FUNDS.

  4. Click on the white EXPORT button.

  5. Click the blue EXPORT button on the next screen.

    The CSV export will be sent to you in an email.




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