Hi everyone,
We are getting ready to set-up our funds for next fiscal year and are thinking of REALLY simplifying things. Our funds would be the source of the money (individual, foundation, corporate, government) and the campaigns would be the program (gen op, production support, events, education, etc). Our thinking behind this is that it would easily allow us to pull reports either way - if we want to know how much money education programs have raised, we pull by campaign. If we want to know how much government support we had, we pull by fund.
Then we'd used designations for any more detailed information regarding the purpose of the gift (i.e. the specific play or program).
My questions are:
1) How do others do this?
2) What risks do we take completely restructuring this way as far as comparing contributed income to past years? Have others dealt with this?
Thank you so much for your thoughts!Best,
Sara
We’ve done a couple of big shifts over the years—GL’s, the way we process memberships, what constitutes an annual gift, and the like. I have a running document that I use to track all areas specific to our use of Tessitura—explanations of our constituencies, memberships, address standards, etc., in which I try to document how we did things, and when this changed, so that someone trying to run reports when I am no longer here has a place to look for history. I also try to write views that can consolidate contribution history according to our rules, and to use those views, rather than the contribution table, for some reporting.
The bottom line is—DOCUMENTATION!—whatever you do.
Lucie
______________________________Lucie SpielerIT Development and Training ManagerFLORIDA GRAND opera