Purpose Manager

Purpose Manager is the Administration catalog of donation designations—the labels donors see when they give. You create and activate purposes; gifts then post to the mapped fund so development and finance share one list instead of reclassifying month-end. Open Administration → Purpose Manager. This is not a Tools hub tile.

Available on All plans. Pair with Donation Pages so public forms show the same labels, and with Restricted Funds when a purpose should stay designated.

What a purpose is

A purpose is why someone gave—Building Fund, Scholarships, General—not a separate set of books. Funds remain your accounting entities. Purposes are the donor-facing designations that sit on each gift.

What you can do

• Create and edit purpose names and descriptions
• Activate or deactivate a purpose without deleting gift history
• Keep a parent-owned catalog so every fund in the tree sees the same list
• Leave the built-in General purpose in place as the default when a donor does not pick a designation

Common tasks

Add a new restricted appeal

1. Open Administration → Purpose Manager.
2. Create the purpose with the public name donors should see.
3. Confirm the fund mapping so gifts land in the right bucket.
4. Add the same label on your giving page before you share the link.

Good to Know

Review the purpose list whenever you launch a campaign or a new restricted fund. Deactivating a purpose hides it from new gifts; historical gifts keep the original designation. See Donations Manager and Organization Settings.