Elevated Event - Associated Fund functionality

Elevated Events are basically Campaigns taken to the next level. So a fund can only be associated with 1 campaign at a time, within your date range. Your Gala/Elevated Event is within your annual campaign calendar dates.

If you have not already done so, it would be a good idea to chat with your finance office about how they intend to track the annual and (now) event money. Will they track it separately (two different GLs)? Will they track it all together, but you still need to track it separately? Will all of the contributions to the gala go into this fund, or just the proceeds (remaining funds after expenses)? They may need a refresher in your campaign/fund set up in Tess, but because Tess funds translate into GLs in the finance office, they should be able to help you plan for how to set it up in Tess.

One option could be to create a new fund with the same GL#/name and “gala” or “event” following, keeping the original fund and campaign structure. The issue there is that you will need to remember that you have 2 separate funds supporting the same project.

I hope this helps.

I am open to suggestions from others as well.

Hello Development folks, 

Our organisation is in the process of setting up an Elevated Event for an upcoming Gala that is both a fundraising event as well as an auction. Part of the ticket price is a tax-deductible donation towards a particular fund that supports emerging musicians. The problem is, that particular fund is already tied to its own general annual campaign.

Is there a way to associate this existing fund with the newly created Gala Elevated Event?

I understand the reasoning behind why one fund is associated with one campaign however was not sure why an Elevated Event couldn't be set up so that donations received can be attributed to an existing fund that is tied to another campaign.

Perhaps I'm setting this up wrong? Any advice would be greatly appreciated.

Thanks so much,

Katherine

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Elevated Events are basically Campaigns taken to the next level. So a fund can only be associated with 1 campaign at a time, within your date range. Your Gala/Elevated Event is within your annual campaign calendar dates.

If you have not already done so, it would be a good idea to chat with your finance office about how they intend to track the annual and (now) event money. Will they track it separately (two different GLs)? Will they track it all together, but you still need to track it separately? Will all of the contributions to the gala go into this fund, or just the proceeds (remaining funds after expenses)? They may need a refresher in your campaign/fund set up in Tess, but because Tess funds translate into GLs in the finance office, they should be able to help you plan for how to set it up in Tess.

One option could be to create a new fund with the same GL#/name and “gala” or “event” following, keeping the original fund and campaign structure. The issue there is that you will need to remember that you have 2 separate funds supporting the same project.

I hope this helps.

I am open to suggestions from others as well.

Hello Development folks, 

Our organisation is in the process of setting up an Elevated Event for an upcoming Gala that is both a fundraising event as well as an auction. Part of the ticket price is a tax-deductible donation towards a particular fund that supports emerging musicians. The problem is, that particular fund is already tied to its own general annual campaign.

Is there a way to associate this existing fund with the newly created Gala Elevated Event?

I understand the reasoning behind why one fund is associated with one campaign however was not sure why an Elevated Event couldn't be set up so that donations received can be attributed to an existing fund that is tied to another campaign.

Perhaps I'm setting this up wrong? Any advice would be greatly appreciated.

Thanks so much,

Katherine

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!