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Tracking One Time Gifts

Christopher
$organization

Hi all, 

We're celebrating the anniversary of our Music Director and we've been using that message as a way to raise additional  money for our annual fund. I'm wondering if it's best to track this money through either a designation or a separate campaign. What have other organizations done to track these one time gifts? 

Thanks!

Parents
  • $organization

    How does the finance department want to track it?  Is it its own line item in the budget? 

     

    If so, maybe creating a specific campaign with its own funds would work.  Does it have its own GL code that will be inactivated at the end  of the season, but not its own line item in the budget? Then a fund within the AF campaign could work. If using the same GL code within campaigns the fund name would, I think, need to be changed as the same fund name can only be used once within a fiscal year.

     

    An appeal or source code could work, too.  An appeal would be great if a mailing is tied to different segments of an extraction.

     

    Back to how does the finance department want to track it.

     

    Michelle Wohlers

    Tessitura and Data Services Manager

     

    San Diego Opera
    233 A Street, Suite 500

    San Diego, CA  92101

    Phone: (619) 232-7636 

    Fax: (619) 231-6915

    www.sdopera.com

     

     

     

     

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Mark Frey
    Sent: Friday, April 24, 2015 12:14 PM
    To: Michelle Wohlers
    Subject: RE: [Tessitura Development Forum] Tracking One Time Gifts

     

    We would also use an Appeal.  That way the funds can still go to the same fund, campaign, gl, etc..

     

    Mark Frey  |  Woodruff Arts Center  |   P: 404.733.4277

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Marie Kocher
    Sent: Friday, April 24, 2015 1:21 PM
    To: Mark Frey
    Subject: RE: [Tessitura Development Forum] Tracking One Time Gifts

     

    When we have an ask like this, we create an appeal for it within the appropriate fiscal year campaign. Then create sources for mailings or emails, etc within that appeal.

     

    For Example:

     

    ·         Campaign – 14-15 Individuals

    ·         Appeal – Music Director Anniversary

    ·         Source – Mailing #1

    ·         Source – Email #1

     

    Thanks,

     

    Marie

     

    ---

    Marie Kocher | Development Assistant

    Kansas City Ballet | Todd Bolender Center for Dance & Creativity

    500 W. Pershing Road, Kansas City, MO 64108

    816.216.5582 (D) | 816.931.2232 x1382 (O) | 816.931.1172 (fax)

    kcballet.org

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Christopher Adriance
    Sent: Friday, April 24, 2015 11:37 AM
    To: Marie Kocher
    Subject: [Tessitura Development Forum] Tracking One Time Gifts

     

    Hi all, 

    We're celebrating the anniversary of our Music Director and we've been using that message as a way to raise additional  money for our annual fund. I'm wondering if it's best to track this money through either a designation or a separate campaign. What have other organizations done to track these one time gifts? 

    Thanks!




    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!




    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!




    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!

Reply
  • $organization

    How does the finance department want to track it?  Is it its own line item in the budget? 

     

    If so, maybe creating a specific campaign with its own funds would work.  Does it have its own GL code that will be inactivated at the end  of the season, but not its own line item in the budget? Then a fund within the AF campaign could work. If using the same GL code within campaigns the fund name would, I think, need to be changed as the same fund name can only be used once within a fiscal year.

     

    An appeal or source code could work, too.  An appeal would be great if a mailing is tied to different segments of an extraction.

     

    Back to how does the finance department want to track it.

     

    Michelle Wohlers

    Tessitura and Data Services Manager

     

    San Diego Opera
    233 A Street, Suite 500

    San Diego, CA  92101

    Phone: (619) 232-7636 

    Fax: (619) 231-6915

    www.sdopera.com

     

     

     

     

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Mark Frey
    Sent: Friday, April 24, 2015 12:14 PM
    To: Michelle Wohlers
    Subject: RE: [Tessitura Development Forum] Tracking One Time Gifts

     

    We would also use an Appeal.  That way the funds can still go to the same fund, campaign, gl, etc..

     

    Mark Frey  |  Woodruff Arts Center  |   P: 404.733.4277

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Marie Kocher
    Sent: Friday, April 24, 2015 1:21 PM
    To: Mark Frey
    Subject: RE: [Tessitura Development Forum] Tracking One Time Gifts

     

    When we have an ask like this, we create an appeal for it within the appropriate fiscal year campaign. Then create sources for mailings or emails, etc within that appeal.

     

    For Example:

     

    ·         Campaign – 14-15 Individuals

    ·         Appeal – Music Director Anniversary

    ·         Source – Mailing #1

    ·         Source – Email #1

     

    Thanks,

     

    Marie

     

    ---

    Marie Kocher | Development Assistant

    Kansas City Ballet | Todd Bolender Center for Dance & Creativity

    500 W. Pershing Road, Kansas City, MO 64108

    816.216.5582 (D) | 816.931.2232 x1382 (O) | 816.931.1172 (fax)

    kcballet.org

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Christopher Adriance
    Sent: Friday, April 24, 2015 11:37 AM
    To: Marie Kocher
    Subject: [Tessitura Development Forum] Tracking One Time Gifts

     

    Hi all, 

    We're celebrating the anniversary of our Music Director and we've been using that message as a way to raise additional  money for our annual fund. I'm wondering if it's best to track this money through either a designation or a separate campaign. What have other organizations done to track these one time gifts? 

    Thanks!




    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!




    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!




    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!

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