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.
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 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!