Campaign/Fund Set Up for Individual Giving

Keri: Are you using Designations for anything right now? It might be better to create the split along Designation lines since, as you suspect, using a fund split probably would require zero-adjusting and re-entering gifts during upgrades.

Designations show up in Fund Activity Report, Campaign Giving Comparison, etc. so it should be easy to get separate totals for your managers.

If you have project-based designations in place already, consider which ones might all be Major or Small so you know which ones to round up for each manager.

It's so much easier to just flip contribution and plan designations as necessary so I would recommend doing this if possible. If not your proposal should work, too!

-- Mike

I second Marie and Mike in utilizing both Plans and Designations in your Campaign/Fund structure! We separate out Annual Giving v. Leadership gifts here at SF Opera and with other organizations, so that aspect of it is not out of the ordinary. Feel free to reach out if you have any questions!

Alyssa Saint
Donor Services Data Manager
San Francisco Opera
asaint@sfopera.com | sfopera.com

You could also explore tracking within Appeals/Sources, if it makes sense and your two managers are sending out separate letters and communications. I know source codes can be one of the messier, more error-prone bits of contribution processing without a lot of discipline, but it's one more place that you can pull reports on that's easier to tweak and make changes to down the road!

Thanks, Marie.  I'll look into my current Plans setup and see if that's an option.

I have project-based Designations, so I can't use them the way I envisioned for this purpose, but I hadn't thought about identifying the purposes as Major or Small and then reporting that way.  I'll look into that and see if our Designations can easily be identified between Major or Small.  Thanks!

Thanks for weighing in!

Thanks, Evan.  Courtney Owen, from Country Music Hall of Fame and Museum, mentioned that as well.  As I thought about it overnight (let's be honest, when it woke me up at 4am) that feels like it might be the best fit within our current structure.

We track "major giving" by both amount (any gift of $2,500+) and by solicitor. We have a defined group of major gift solicitors and if a gift of any amount is marked with one of those solicitors as the worker, the gift is counted as a major gift. All other individual gifts are counted as non-major gifts. We also utilize Plans for major gifts and I take a look at any gift that has a current fiscal year plan, as do our gift processors, to confirm if it should be tagged with a solicitor/worker and therefore count as a major gift (for example, we don't tag "add-on" $25 gifts as major gifts, but would tag a $500 gift in response to a major gift officer's ask as a major gift). 

Hi Keri,

I just created a custom Dev_Team_Goals table to track each Dev Manager's goals by fiscal year and Fund_Desig_Type (for us, Individual, Board, Corporate, Government, etc). Our primary (though by no means only) campaign is 1819 Annual Fund and most undesignated giving goes there. I've created some dashboard style SQL reports that link this new custom table to Plans and Contributions via the Primary Worker. It reports on all our campaigns and funds as Dev Managers have goals outside of Annual Fund. For any Plan or Contribution without a worker assigned, I've coded the Worker to show up as our org's record number (which I also set-up as a Worker).

Happy to chat more if you're interested in the custom table and/or dashboard reports. Good luck to you!

Sara