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 features are 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.

Managing Funds / Donation Designations

How to enable and add Funds

  • In the Givebutter Dashboard (https://dashboard.givebutter.com/), navigate to the Account Settings, then the Tools tab

  • Scroll to the Funds section, click the +New button

  • To Create a Fund, set a name and optional internal code

  • Select either Create and add another to add multiple funds or Create and close to return to the Tools tab when you're finished.

How to edit delete Funds

  • In the Givebutter Dashboard (https://dashboard.givebutter.com/), navigate to the Account Settings, then the Tools tab

  • Scroll to the Funds section

  • Click the ellipsis (...) next to the Fund you'd like to Edit or Delete

  • Follow the final prompts to update/delete the Fund.

Campaign Level Funds / Donations

In the Tools tab of every campaign, you can select to have Funds enabled/disabled as well as select a default fund.

Exporting Funds / Donation Designations to CSV

  • In the Givebutter Dashboard (https://dashboard.givebutter.com/), navigate to the Account Settings, then the Tools tab

  • Scroll to the Funds section

  • Click the Export button, then click it again on the pop-up

  • Check your email. Click the Download CSV button or copy and paste the provided link into your browser.





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