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 ManagerNew Zealand Symphony OrchestraP +64 4 801 2044F +64 4 801 7887E AllisonG@nzso.co.nz
www.nzso.co.nz
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.