We are launching a special campaign which will have 3 major areas- endowment, bridge and facilities.
I am looking into setting up the campaign in Tess and I wonder if you can share any experience you have with setting these up.
Did you set up one campaign for the new effort with funds for each area?
Did you set up a separate campaign for each and group them by category?
Did you keep your endowment with an existing endowment campaign and create a new fund? Designation? Source? to track it?
I am leaning toward one campaign for this special effort, but worry about having 2 endowment buckets down the line.
Any thoughts/advice you have would be most appreciated.
Thanks!
Margaret,
There are so many ways you could set this up. Some will depend on how you want to track the money and how you want to track the solicitations.
Personally when it comes to endowment I am always inclined to keep it in a separate campaign, if you already have an endowment campaign you could still use it just segregate these new gifts with a different fund or designation or just a different appeal. It all depends on how you need to report on it.
We did a special campaign a few years back where the money was going to a number of different campaigns but our gift officers wanted to be able to track the solicitations under one campaign. In that case I set up a "dummy" campaign for the solicitations that didn't have any funds associated to it. It worked pretty well.
Dale