Hi All, In preparation for our new fiscal year I'm thinking about how we can better separate out and report on our Major Giving gifts vs all of the other individual gifts we get. Currently we only make that distinction by adding the major giving officer as the worker on gifts that are "major giving" gifts, the other individual gifts don't get a worker. This can be prone to error and is pretty clunky as far as reporting goes. We are going to make separate sets of funds for each Major Giving and Individual Giving and thought for a moment about having separate Campaigns as well so we can set separate goals and have beautiful dashboards to track progress. As we brainstormed through this we realized this could be an issue for appeals. Only one Campaign can be applied to each appeal but if the fundraising campaign is for something general, like a broad calendar year end campaign or something, gifts would come in for Major Giving and Individual Giving. We use Designations for things like Honors and Memorials, so that's not an option.I was wondering how do others keep these two areas, Major Giving and Individual Giving, separate?
Thanks,
~ Jenny
Hi Jenny! So we at Olney Theatre also separate out our Major Giving and other individual giving. We do this by having two separate funds, but keeping them within the same campaign (for the same reason you mention for appeals). Is there a benefit you would see to having a separate campaign as well?
Thanks Colleen!It does feel redundant, but given how many funds we have (many many many funds) it feels like it would make reporting on the program, as a whole, much faster. Pick one Campaign to report on the Major Giving program vs. picking over a dozen funds. It's not the end of the world, but it'd be nice to be able to do that at the campaign level or some other way.
Gotcha! That absolutely makes sense. Out of curiosity, what criteria is used to determine if something is a major gift? I assume the amount, but is there anything else? I'm just trying to think of ways to filter down outside of fund so that you can easily have a report in Analytics for this.