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.
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, 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.