Designations??

Hi Daniela,

I like to use them as broad categories (contributions that aren’t necessarily already grouped by fund or campaign) to simplify reporting.  At the museum, we might have 1 Matisse designation, but 3 different funds (in 3 different campaigns) for Individual Support, Corporate Support and Foundation Support.  The designation makes it easier to see a quick snapshot. 

We also have a general Endowment designation.  It’s much easier and faster to choose 1 designation in a report parameter dropdown than so very many endowment funds.  This also helps with automatic reports.  When new funds are created I don’t have to check my report parameters to make sure all the funds are included.

I hope this helps!

Mark

Mark Frey  |  Woodruff Arts Center  |   P: 404.733.4277

Hello!

Currently at the organization I work for we do not use Designations and I would like to. 

I will be setting up our Designations for the first time and I would love some advice from anyone who uses designations and has success with them.  Do you keep them more generalized? or more specific? We have show specific donations so I thought I could set up a designation for every show in the next season. Is this a good idea? 

Thank you!!

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Hi Daniela,

I like to use them as broad categories (contributions that aren’t necessarily already grouped by fund or campaign) to simplify reporting.  At the museum, we might have 1 Matisse designation, but 3 different funds (in 3 different campaigns) for Individual Support, Corporate Support and Foundation Support.  The designation makes it easier to see a quick snapshot. 

We also have a general Endowment designation.  It’s much easier and faster to choose 1 designation in a report parameter dropdown than so very many endowment funds.  This also helps with automatic reports.  When new funds are created I don’t have to check my report parameters to make sure all the funds are included.

I hope this helps!

Mark

Mark Frey  |  Woodruff Arts Center  |   P: 404.733.4277

Hello!

Currently at the organization I work for we do not use Designations and I would like to. 

I will be setting up our Designations for the first time and I would love some advice from anyone who uses designations and has success with them.  Do you keep them more generalized? or more specific? We have show specific donations so I thought I could set up a designation for every show in the next season. Is this a good idea? 

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!