How to use Funds / Donation Designations
Show or hide restricted/unrestricted funds and designations that sync across your campaigns
Max Friedman avatar
Written by Max Friedman
Updated over a week ago

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.

How Funds / Donation Designations work

πŸ’° 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.

πŸ™ˆ Hide fund selection

You may not want your funds to appear on all campaigns. Use this to hide them.

βœ… Pro tip: Using funds doesn't separate the donations within your payout account. It adds a label to each donation so you can designate its 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. Enter a fund name and optional internal code.

  6. Click either Create and add another or Create and close.

how to find the fund setting
add another or close button

How to edit and delete Funds

  1. Find your fund list by going to Account in the left-hand menu bar, then Settings.

  2. Click on Funds.

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

  4. Choose Edit Fund or Delete Fund in the pop up.

list of funds

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.

fund display options

Exporting Funds / Donation Designations to CSV

  1. Find your fund list by going to Account in the left-hand menu bar, then Settings.

  2. Click on Funds.

  3. Click on the white Export button.

  4. Click the blue Export button on the next screen.

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

The CSV export contains:

Fund ID

Fund Code (if one was created)

Fund Name

Total amount raised

Total supporter count

Date of fund creation


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