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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
    Hi Michael,
     
    If you are looking for recognition, have you considered using memberships as well?  You can assign multiple campaigns to a membership, so for each year, whatever campaigns count toward recognition could be gathered in a membership to know what level the donor should be recognized.  While the Plans could be used to track the efforts to get the money for the different campaigns, either through one Plan or different ones. 
     
    T.C. Brown
    Database Administrator
    412.392.4834
     
Reply
  • $organization
    Hi Michael,
     
    If you are looking for recognition, have you considered using memberships as well?  You can assign multiple campaigns to a membership, so for each year, whatever campaigns count toward recognition could be gathered in a membership to know what level the donor should be recognized.  While the Plans could be used to track the efforts to get the money for the different campaigns, either through one Plan or different ones. 
     
    T.C. Brown
    Database Administrator
    412.392.4834
     
Children