Annual Fund Campaign Options

Hi there,

I wanted to put this out there and see if others are doing what we are considering.

In the past we have had two separate campaigns for our AF individuals.  One was for what is considered major or higher level donors and the other for the rest of us.  When someone gives multiple smaller level gifts during a FY that would total the major donor amount we would have to do a campaign adjustment in order to get them into the correct membership category and level.

The companies I have worked for in the past used the campaign to help reconcile with the finance department since the major donor and member donor each had individual line items and gls.

The Opera does not and this separation appears to simply be a development set up.  Is there a downside to one AF campaign and fund with memberships and/or designations helping to distinguish between the giving levels?

We have also used fixed memberships in the past and are just now working with a consultant to move everything into rolling memberships.  Moving forward would the one campaign help our development department better identify the needs of the constituents within the memberships as they really could see the micro and macro trends?

Looking forward to your feedback and sharing with our development department.

Michelle

 

Parents
  • Michelle,

    We use one campaign for AF and then designations, plans and membership in conjunction to id Major donors, Leadership donors, and general AF gifts.

    Based on the amount of the gift or the plan that has been assigned determines the designation we use on the gift. So if someone give $1,500 they are a leadership donor and get a leadership designation.

    This works well for us and with membership, which we use as giving levels, it makes it easy to know which category a donor falls into.

    Also, with all gifts going into one campaign you don't have do make any gift changes down the road, which if your finance department is like ours, makes them very happy.

    Melissa

Reply
  • Michelle,

    We use one campaign for AF and then designations, plans and membership in conjunction to id Major donors, Leadership donors, and general AF gifts.

    Based on the amount of the gift or the plan that has been assigned determines the designation we use on the gift. So if someone give $1,500 they are a leadership donor and get a leadership designation.

    This works well for us and with membership, which we use as giving levels, it makes it easy to know which category a donor falls into.

    Also, with all gifts going into one campaign you don't have do make any gift changes down the road, which if your finance department is like ours, makes them very happy.

    Melissa

Children
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