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Plans -- Using "dummy" Campaigns Not Tied to Specific Fiscal Years/Funds

Michael Longfield
$organization

Hi everybody,

We're working on configuring Tessitura Plans to track our moves management (goodbye Excel!)

The more we discuss internally, the more we realise our goals are not tied to our specific Tessitura Campaign/Fund structure as currently configured.

Because the goal is multi-year gifts with moneys across different Tessitura Campaigns/Funds (Memberships, Major Gifts, etc) all towards a specific recognition programme, we are considering creating a new "dummy" Tessitura Campaign (say, "Donor Recognition") with no fiscal year, no active Fund, and no active Designation. It would just be to house the Plan.

Is there any downside to this that we haven't considered? We realize all the contributions will need to be manually tagged with the Plan, but given the volume that seems manageable workload.

Thanks in advance!

Parents
  • $organization
    Those constituents we have yet to identify ONE direct purpose for their gift, we are placing into a “Donor Prospect” campaign. Then when the purpose or designation become clear from the donor, we will update the plan with the appropriate campaign.
     
    Our current donors, who we know contribute to multiple projects, will have more than one plan on their record. It’s not ideal, but currently there is no way to link the multiple areas one donor wishes to support.
     
    Marie
     
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    Marie F. Kocher | Development Operations & Data Specialist
    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
     
Reply
  • $organization
    Those constituents we have yet to identify ONE direct purpose for their gift, we are placing into a “Donor Prospect” campaign. Then when the purpose or designation become clear from the donor, we will update the plan with the appropriate campaign.
     
    Our current donors, who we know contribute to multiple projects, will have more than one plan on their record. It’s not ideal, but currently there is no way to link the multiple areas one donor wishes to support.
     
    Marie
     
    ---
    Marie F. Kocher | Development Operations & Data Specialist
    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
     
Children