associating funds and campaigns

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

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

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!

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

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

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!