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
Hi Brianna,
You can change the dates of the funds so that they don't overlap. For instance, if you have a Capital Fund linked to the previous Capital Campaign, you can have the fund dates end and begin on the first day of the fiscal year. Then you can use that same Capital Fund to the new Capital Campaign and have the fund dates be for the 2nd day of the fiscal year thru the end of the fiscal year. You can select any date ranges for funds as long as they don't overlap.
The one caveat: since the fund dates determine which campaign is populated by default during gift entry, whoever enters the gifts needs to check that the correct Campaign is selected. In the above scenario, the first day of the fiscal year will default to the previous Capital Campaign, and the 2nd thru the end of fiscal year will default to the new campaign.
Hope that helps.
T.C.
Ah - of course! That did the trick - appreciate your quick reply. And since we're only entering payments at this point we don't need too much oversight on selecting the correct fund. Good news all around!