Campaign/Fund Set Up for Individual Giving

Difficulty tracking Major and Small giving within Individual Campaign.

Within the last three years, we split the management of our individual campaign into major individual giving and smaller individual giving.  Two managers focused on different giving levels within the same campaign.  Reporting has been tricky and I'm looking to refine our set up for our next fiscal year. 

We're currently tracking each managers' success transactionally: Donor A gives $100 and is considered a donation to small giving.  But if donor A gives another $900 in the same fiscal year just the second gift gets counted toward Major Giving.  Not great.  And, neither manager can at a glance or even with a simple report determine their success toward their personal goals.

I'm considering multiplying my Funds times two for next year so I can pull reports based on Fund to quickly get totals for each manager.

Current Structure:

17-18 Individual Campaign: Ops, New Works, Education, In-Kind Funds

Proposed Structure:

17-18 Individual Campaign: Ops Mjr, Ops Sml, New Works Mjr, New Works Sml, Education Mjr, Education Sml, In-Kind Funds

Does anyone do something similar or different and have advice, suggestions, or warnings? 

I think this allows me to pull reports based on Fund for totals for the two managers.  But would I need/want to adjust gifts from one fund to another if Donor A "levels up"?

Any help appreciated.

Parents
  • Keri,


    Plans may help you with this. Your officers can record the specific amounts into their respective plans with a specific type of major or small. Then a plan summary report can be pulled by gift officer to see their goals and contributions by donor. 


    Thanks,

     

    Marie

    __

    Marie F. Kocher | Development Operations and Data Specialist

    Kansas City Ballet | Todd Bolender Center for Dance & Creativity

    500 W Pershing Rd, Kansas City, MO 64108

    816.216.5582 (D) | 816.931.1172 (F) 

    Buy tickets or enroll for classes: www.kcballet.org

Reply
  • Keri,


    Plans may help you with this. Your officers can record the specific amounts into their respective plans with a specific type of major or small. Then a plan summary report can be pulled by gift officer to see their goals and contributions by donor. 


    Thanks,

     

    Marie

    __

    Marie F. Kocher | Development Operations and Data Specialist

    Kansas City Ballet | Todd Bolender Center for Dance & Creativity

    500 W Pershing Rd, Kansas City, MO 64108

    816.216.5582 (D) | 816.931.1172 (F) 

    Buy tickets or enroll for classes: www.kcballet.org

Children