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!!
Hi Daniela, I agree with Mike, there are a lot of different ways to use designations since they don't affect g/l's and can be set up at the campaign level. At Segerstrom Center, we use them to specify the area of support for gifts of $2,500+ if needed. Examples include, Broadway, Dance, Education. We then specify the production or program in the source code level. We also use designations to track matching challenges or sweepstakes in our lower-level annual fund. For example our Edison International matching challenge for new and increased gifts is tracked by a designation. It's an easy way to track and report on specific intention. Clare B. Kiklowicz Segerstrom Center for the Arts T (714) 556-2122 x 4367 F (714) 755-2712 E CKiklowicz@SCFTA.org From: Mark Frey <bounce-markfrey7157@tessituranetwork.com>Sent: 8/24/2015 7:53:38 PMHi 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 From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Daniela DiBenedettoSent: Monday, August 24, 2015 3:12 PMTo: Mark FreySubject: [Tessitura Development Forum] Designations?? 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!--View this message online at http://www.tessituranetwork.com/Community/forums/p/14224/43814.aspx#43814 or reply to this message
Hi Daniela,
I agree with Mike, there are a lot of different ways to use designations since they don't affect g/l's and can be set up at the campaign level. At Segerstrom Center, we use them to specify the area of support for gifts of $2,500+ if needed. Examples include, Broadway, Dance, Education. We then specify the production or program in the source code level. We also use designations to track matching challenges or sweepstakes in our lower-level annual fund. For example our Edison International matching challenge for new and increased gifts is tracked by a designation. It's an easy way to track and report on specific intention.
Clare B. Kiklowicz
Segerstrom Center for the Arts
T (714) 556-2122 x 4367 F (714) 755-2712 E CKiklowicz@SCFTA.org
From: Mark Frey <bounce-markfrey7157@tessituranetwork.com>Sent: 8/24/2015 7:53:38 PM
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
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Daniela DiBenedettoSent: Monday, August 24, 2015 3:12 PMTo: Mark FreySubject: [Tessitura Development Forum] Designations??
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!
We use our designations to specifically let us know where the money is being allocated.
We have fund set up as Restricted/Unrestricted e.g. Education Unrestricted and Education Restricted where unrestricted means the donation can be used for any Education Project, and Restricted means it has been donated for a specific reason. We use Designations in order to report and display what the specific reason is.
Caryl