Hi team!
We are trying to set up our 2022 Funds and Campaigns.
We run multiple Campaigns a year which are associated with several funds.
For example:
Our 2022 Youth Programs (Campaign) is funded by Individual Giving, Foundations, Government and Sponsors.
However
Our 2022 Career Pathways (Campaign) is ALSO funded by Individual Giving, Foundations, Government and Sponsors.
Sadly I can create one Campaign perfectly with goals etc and attach various funds to it, but then cannot do the same thing again for another campaign as it says 'Fund already associated with another campaign'.
We just want one streamlined approach starting with choosing a Fund > Campaign > Designation. How does this work if you have multiple funds which need to support multiple campaigns?
Here is a flowchart of what we are trying to achieve:
https://www.canva.com/design/DAEyfMSBPEc/TUq8wHTcSshdulgILa5utw/view?utm_content=DAEyfMSBPEc&utm_campaign=designshare&utm_medium=link&utm_source=publishpresent
Any advice would be fabulous!
Hi Freya! I'll echo Heath's endorsement of the webinar Revisit Your Tessitura Basics: Recommended Practices for Campaigns, Funds, and Designations. Erin lays out some examples very similar to your goals that you could mimic.
A good place to start would be the column you currently have labeled as "Fund." Those values (Individual, Corporate, Foundation, Government) are best tracked as Constituent Types instead. From there, you should work with your Finance department to understand which funds need to be restricted in your general ledger; Erin's webinar explains how to have this conversation and really scrutinize whether your funds can be consolidated. A good rule of thumb is to use as few funds and campaigns as possible, and explore other fields (constituent type, designation, channel, source, appeal, membership, etc.) to track other aspects of individual gifts and your overall strategy.