How to use funds / donation designations

Create funds and designations that sync across your campaigns.

Alyssa avatar
Written by Alyssa
Updated over a week ago

About funds πŸ’°

Many organizations rely on donation designations (funds) to allocate incoming donations to the right place, allowing donors to directly support specific areas of need that matter to them most. Add your funds at the account level, and they will be enabled as an option on all your Givebutter campaigns.

fund examples

Donors will be able to select from a dropdown on your campaigns accordingly. You can set a fund to be selected as the default for any campaign (donors can modify this if they want to). You can also hide all funds on specific campaigns, but you cannot hide select funds on campaigns, or otherwise limit which funds are displayed on specific campaigns..

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. We recommend exporting your fund information for this purpose.

At the campaign level ✏️

Under the Tools tab of each campaign, you can choose whether or not you'd like all funds to be displayed in the checkout flow, as well as select a default fund for the campaign.

fund display options

If you select a default fund for a specific campaign, it'll be pre-selected in the checkout flow, but it can be edited by the donor.

Add funds βž•

  • In your Givebutter Dashboard, click on Account in the left-hand menu bar.

  • Click on Settings, then click Funds.

    how to find the fund setting
  • Click on the New button.

  • Enter a fund name and optional internal code (limited to 16 characters), then click either Create and add another or Create and close.

add another or close button

Edit and delete funds βš™οΈ

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

  • Click on Funds.

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

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

list of funds

You can also reorder funds in the checkout flow by using the grey up and down arrows on the left side of the fund names.

View and export totals πŸ”

If you want to view fund totals to date, across all campaigns on your account, head to the Funds page under Account > Settings. Under the Raised heading, you'll see totals for each fund, as well as the number of supporters.

If you want to view or edit the fund for a specific transaction, locate the transaction in your Transactions page. (You can search for the name of the donor, or the reference number.) Click on the transaction, and a sidebar will open up on the right side of the page. The fund designation will be shown under Campaign.

transaction fund example

Exporting funds to CSV πŸ“

If you want to download a copy of your fund totals, the fund export is an excellent way to keep your data organized.

  • In your Givebutter dashboard, click Account in the left-hand menu bar, then Settings.

  • Click on Funds in the sub menu.

  • Click on the Export button, then click the blue Export button on the next screen.

  • You'll be sent an email to the email address you're logged in with. Sometimes the email can take a few moments to generate. When it arrives, click the Download button in the email, and it will prompt a download of the export file.

For security, you must be logged into Givebutter to download the CSV export.

  • If you can't locate the file, check your Downloads folder and desktop. You'll need to open the CSV file in an app that can open spreadsheets, such as Excel, Numbers, or Google Sheets.

The CSV export contains:

  • Fund ID

  • Fund Code (if one was created)

  • Fund Name

  • Total amount raised

  • Total supporter count

  • Date of fund creation

If you are trying to export a list of transactions (ie. to get a list of donations designated to each fund), you'll want to export a transactions export instead! A funds export will only include the information above – it does not detail each transaction.

FAQ πŸ€”

What happens to the designated donations when a fund is deleted?

Donations made in the past will still be designated (counted) towards that fund – the designation will not be deleted if the fund label itself is deleted, but the fund will not appear for future donors to select.

Can I customize which funds display on specific campaigns?

Unfortunately not – all funds will be active on all campaigns. You can manually disable the entire fund selection on specific campaigns, but you cannot specify which funds are displayed on specific campaigns. Please see the feature request for customizing fund designations at the campaign level, and add a vote if this is something you'd like to see in the future!

Is there an option for internal or private funds / donation designations?

Not at this time – if you create a fund, it'll be visible to the public in the checkout flow. Please see the feature request for internal (private) fund designations, and add a vote if this is something you'd like to see in the future!

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