Comprehensive Campaign - help?

If you don’t want to create new fund codes,  another way is to create a campaign with various appeals and designation.  (The campaign is mainly an organizing tool since no $ will be posted)  The Fund Activity report is then used with the Appeal and Designation parameters.  

Put your proposed plan in the Test system and see if your regular reports etc work in a way to meet your needs – it helps cut down on new reports.

From: Brian Parker [mailto:bounce-brianparker6265@tessituranetwork.com]
Sent: Monday, January 23, 2017 1:22 PM
To: McKinley, Leslie <LMcKinley@nycitycenter.org>
Subject: Re: [Tessitura Development Forum] Comprehensive Campaign - help?

Hey Lisa! We are on the tail end of our current Integrated Campaign and it was a multi-year campaign as well. We set it up so that Capital, Operating, and Endowment gifts were separated out by Funds under the Campaign. Love to chat with you about how we got that all put together! Thank you, Brian

Hi, Lisa:

We created a solicitation (this was in the pre-plan era) to track moves management. Gifts were applied to the appropriate annual campaigns, and we used designations that allowed us to track that the gifts and pledges were from the comprehensive campaign.

We have a custom report that pulls contributions by designation, so that’s how we reported.

Lucie

Florida Grand Opera

Hi Lisa,

We just converted last May and had some comprehensive campaigns in our legacy system and a current campaign to keep track of. Our solution was a custom System Table called LTR_FUND_DETAIL. This linked to the Fund table via fund number. LTR_FUND_DETAIL contains longer name fields, a column for comprehensive campaign and a few campaign subcategories to track the various fundraising buckets. We also use it to assign Designations to specific funds and have a nightly job that ensures the correct designation is on contributions.

Angela

Angela Pizzolato

Manager, Data Management Services

Museum of Science

One Science Park

Boston, MA 02114

Phone: 617-589-0461

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Lisa McColgan
Sent: Monday, January 23, 2017 1:06 PM
To: Angela Pizzolato <apizzolato@mos.org>
Subject: [Tessitura Development Forum] Comprehensive Campaign - help?

Hi all - We are working with a consulting group to embark upon a multi-year "comprehensive" campaign, tying in Capital, Annual, and Endowment. Attempting to map out what this will look like has got me a bit flummoxed; I am wondering if anyone out there is in the midst of such a campaign, and can offer up some screenshots of how it looks in Tessitura. Thanks!

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