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.
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).