Hey there! Can anyone weigh in on best practices related to Campaign set up each fiscal year, ensuring that you're able to do pledge billing for multiple fiscal years? We're having an issue with funds not being able to cross fiscal years and wondering if anyone has a solution? Additionally, what are your naming conventions for your campaigns, do they include the fiscal year in the name?
Our development department decided to break multi-year pledges into separate pledges -- one for each fiscal year. Each of these pledges also has it's own plan for that year.
And yes, we do include fiscal in most campaign names -- 2020 Individual, 2021 Individual, etc. We don't do this for our Legacy campaign -- it has an end date way out in the future.