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.
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