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associating funds and campaigns

Allison Groves
$organization

I am looking for help in associating campaigns to funds. I want to avoid creating too many funds, so I'm using our basic over-arching categories and keeping them as perpetual funds (General Support, Musician Chair Endowment, Youth Orchstra, etc.) to be associated with campaigns each year (2010 Supporters, 2010 Friends, etc). I know that there can't be overlapping dates when I associate funds with campaigns. So what do I do when we have multiple campaigns that feed into the same general fund category? For example, we have some years when Friends, Supporters and Foundations (which we separate into different campaigns) all make gifts to support the Youth Orchestra. It seems silly to have three funds for the Youth Orchestra when all these gifts are going to the same pot of money for the same use and with the same GL codes. Is there any work-around?

Thanks,

Allison

 

Allison Groves | Fundraising Manager
New Zealand Symphony Orchestra
P +64 4 801 2044
F +64 4 801 7887
E AllisonG@nzso.co.nz

www.nzso.co.nz

 

  • $organization

    Hi Allison,

     

    I had the same issue when banking donations to a fund that was coinciding with an Elevated Event (essentially another Campaign). Please see here for the thread: http://www.tessituranetwork.com/Community/forums/p/10515/32607.aspx#32607

     

    My work around was manually disassociating then reassociating the fund from one campaign to another depending on the donor’s response and intent. I would bank one donation, hold the batch, disassociate then reassociate the fund from one campaign to another, re-open the batch and bank the donation. Surprisingly this way sticks when closing the batch of donations.

     

    Just be mindful that this may affect your web donations and the campaign it’s tied to if you are associating and disassociating between multiple campaigns.

     

    Hope this helps and all the best,

     

    Katherine

     

    Katherine Chien
    Development Coordinator

    Description: Description: \\svrfile01\home$\robert.murray\My_desktop\Email Footer Triads\Triad_summer_03.gif

     

    MELBOURNE RECITAL CENTRE

    Cnr Southbank Blvd and Sturt St, Southbank VIC 3006

    T:    +61 (0)3 9207 2664 |  M: 0401 868 788

    E:    katherine.chien@melbournerecital.com.au

    W:  www.melbournerecital.com.au

     

     

     

     

     

    From: Allison Groves [mailto:bounce-allisongroves1856@tessituranetwork.com]
    Sent: Friday, 14 March 2014 1:48 PM
    To: Katherine Chien
    Subject: [Tessitura Development Forum] associating funds and campaigns

     

    I am looking for help in associating campaigns to funds. I want to avoid creating too many funds, so I'm using our basic over-arching categories and keeping them as perpetual funds (General Support, Musician Chair Endowment, Youth Orchstra, etc.) to be associated with campaigns each year (2010 Supporters, 2010 Friends, etc). I know that there can't be overlapping dates when I associate funds with campaigns. So what do I do when we have multiple campaigns that feed into the same general fund category? For example, we have some years when Friends, Supporters and Foundations (which we separate into different campaigns) all make gifts to support the Youth Orchestra. It seems silly to have three funds for the Youth Orchestra when all these gifts are going to the same pot of money for the same use and with the same GL codes. Is there any work-around?

    Thanks,

    Allison

     

    Allison Groves | Fundraising Manager
    New Zealand Symphony Orchestra
    P +64 4 801 2044
    F +64 4 801 7887
    E AllisonG@nzso.co.nz

    www.nzso.co.nz

     




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  • $organization

    Hi Allison,

    I had the same issue when banking donations to a fund that was coinciding with an Elevated Event (essentially another Campaign). Please see here for the thread: http://www.tessituranetwork.com/Community/forums/p/10515/32607.aspx#32607

     My work around was manually disassociating then re-associating the fund from one campaign to another depending on the donor’s response and intent. I would bank one donation, hold the batch, dis-associate then re-associate the fund from one campaign to another, re-open the batch and bank the donation. Surprisingly this way sticks when closing the batch of donations.

     Just be mindful that this may affect your web donations and the campaign it’s tied to if you are associating and disassociating between multiple campaigns.

    Hope this helps and all the best,

    Katherine Chien

    Development Coordinator
    Melbourne Recital Centre 

     

     
  • $organization

    Hi Allison,

    We have set up our funds the way you are trying to avoid -- each campaign has its own General Support fund and each fund has its own GL. Our Finance people like it broken out like this.

    But all campaigns with General Support funds share the same designation called General Support so when we want to report out the total in General Support, we look at the designations.

    This doesn't help with your request, but it's another way of handling this. I haven't seen any downsides to this.