Multi-year Campaign

Hi Keri,

Six years ago we started a Major Campaign that consisted of Endowment, Capital, and Programming options, so each of these were created as its own campaign, since where the money was going in the GLs was in 3 different areas.  Although we had gifts that previously had gone to a generic endowment, we did create a specific Major Campaign Endowment campaign.  Since these campaigns are multi-year, each year we change the Fiscal Year in the campaign setup, to reflect the year that it is being entered, although posting date/gift date also help to determine what fiscal year it came in.

Something to consider is what things do you want to report out.  Often our reports separate how much came in from the board, how much from staff, so we created funds to reflect this for each of the campaigns and also funds to differentiate individuals, corporate, foundation and government.  (It does create a lot of funds to sort through while doing gift entry, but we found the advantage of reporting to outweigh it.)

Since Planned Gifts go to the endowment once they are realized, we only enter those in the Planned Gift tab, not in contributions. However, we did create some protocol of entering/coding any bequest/Planned Gifts that was to be counted to our Campaign goal.  Then once a planned gift was realized, we put it to MC Endowment and adjust the coding in the Planned Gift tab so it isn’t counted twice. 

The one thing that some of the Devo staff have mentioned as a complaint is when a donor makes a multi-year pledge, such as $20,000 over 5 years, but make yearly payments from their foundation.  We soft credit the payment to the person and adjust down their pledge, but it’s not easy to report to a donor that they have paid $4,000 on their pledge of $20,000 and now owe $16,000.  It looks like their pledge is $16,000 and nothing has been paid on it, although they also have a soft credited amount for the $4,0000.

If you have any questions, feel free to contact me.

T.C. Brown

Database Administrator

412.392.4834

We are preparing to start a multi-year campaign which will likely include gifts to Endowment, Capital, Planned Giving and Operations.  Would anyone be willing to share their Tessitura structure for a similar Campaign?  Or, thoughts on what has or hasn't worked for you?  I'm not sure whether we should create one grand Campaign with Funds for Endowment, Planned Giving, etc or if Planned Giving should be it's own Campaign with a Fund for this specific Campaign...?

Thanks for any thoughts.

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Hi Keri,

Six years ago we started a Major Campaign that consisted of Endowment, Capital, and Programming options, so each of these were created as its own campaign, since where the money was going in the GLs was in 3 different areas.  Although we had gifts that previously had gone to a generic endowment, we did create a specific Major Campaign Endowment campaign.  Since these campaigns are multi-year, each year we change the Fiscal Year in the campaign setup, to reflect the year that it is being entered, although posting date/gift date also help to determine what fiscal year it came in.

Something to consider is what things do you want to report out.  Often our reports separate how much came in from the board, how much from staff, so we created funds to reflect this for each of the campaigns and also funds to differentiate individuals, corporate, foundation and government.  (It does create a lot of funds to sort through while doing gift entry, but we found the advantage of reporting to outweigh it.)

Since Planned Gifts go to the endowment once they are realized, we only enter those in the Planned Gift tab, not in contributions. However, we did create some protocol of entering/coding any bequest/Planned Gifts that was to be counted to our Campaign goal.  Then once a planned gift was realized, we put it to MC Endowment and adjust the coding in the Planned Gift tab so it isn’t counted twice. 

The one thing that some of the Devo staff have mentioned as a complaint is when a donor makes a multi-year pledge, such as $20,000 over 5 years, but make yearly payments from their foundation.  We soft credit the payment to the person and adjust down their pledge, but it’s not easy to report to a donor that they have paid $4,000 on their pledge of $20,000 and now owe $16,000.  It looks like their pledge is $16,000 and nothing has been paid on it, although they also have a soft credited amount for the $4,0000.

If you have any questions, feel free to contact me.

T.C. Brown

Database Administrator

412.392.4834

We are preparing to start a multi-year campaign which will likely include gifts to Endowment, Capital, Planned Giving and Operations.  Would anyone be willing to share their Tessitura structure for a similar Campaign?  Or, thoughts on what has or hasn't worked for you?  I'm not sure whether we should create one grand Campaign with Funds for Endowment, Planned Giving, etc or if Planned Giving should be it's own Campaign with a Fund for this specific Campaign...?

Thanks for any thoughts.

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!