Hi all --
Wondering if any of y'all have already encountered (and hopefully solved!) the issue I'm currently grappling with. I'm in the process of building Tessitura out for an upcoming Capital Campaign. We use a multi-year model for our Capital Campaigns and denote any restrictions using designations per our Finance department. We are still collecting on pledges from our prior campaign through FY26.
Here's the problem...
This future Campaign will begin before the end of FY26 (so before we finish collecting on gifts booked to the prior Campaign). For reporting purposes and for simplicity's sake, I'd like to avoid creating new Funds to go with this new Campaign. But because the Capital Campaign Funds I'd like to use are already associated with an active campaign from our previous Campaign, I'm not able to assign those Funds to the new campaigns.
Is there ANYTHING that I simply haven't thought about? Appreciate any ideas but also am prepared to swallow a dose of reality. Many thanks in advance!
Brianna
I wanted to make a comment similar to T.C.'s regarding the dates on your campaigns and funds.
You said you are still collecting on pledges from the prior campaign. If those pledges are booked in a campaign with dates in the past, you can continue processing payments on those pledges beyond the end date of the campaign. For example, if you have a campaign that went from 1/1/22 through 12/31/22, you can make payments on pledges in that campaign for as long as you need, and you will be able to set up a new campaign with the same funds starting on 1/1/23.
The restriction on how funds are assigned to campaigns depends entirely on the dates assigned to the funds within the campaign. (It is not related to the "active/inactive" status of the campaign, if that is the concern.)