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Setting up campaigns and funds

  • 1.  Setting up campaigns and funds

    Posted 05-10-2021 12:54 PM
    Can anyone point me to a good resource as to how campaign, fund and purpose tables should be set up? Best practices?
    Thank you,

    Tina Gorski-Strong, P '23
    Chief Advancement Officer
    Bancroft School
    Pronouns: she, her, hers

    Every Donor Counts!

    "Some people are never going to clap for you. Win anyway."

    Bancroft School
    110 Shore Dr, Worcester, MA 01605
    T: 508-853-2640 | F: 508-853-7824

  • 2.  RE: Setting up campaigns and funds

    Posted 05-10-2021 02:33 PM
    Hi Tina,

    The specifics depend quite a bit on the donor management system you're using, and the structure of your organization and its fundraising. Your approach is going to look a lot different in Causview, which allows five levels of hierarchy in a Campaign structure, and Raiser's Edge, which does not have any sub-tiers. It also matters quite a bit whether you raise restricted funds and how you track them, as this will likely define how you use Funds.

    Bill Conors' book, Fundraising with The Raiser's Edge, has a good look at different options for different organizations that is applicable beyond RE itself. Google has a preview of the first chapter, where he gets into it,

    Thank you,
    Isaac Shalev
    CRM Expert
    Sage70, Inc.
    (917) 859-0151

    Schedule a 30-minute consultation now:

  • 3.  RE: Setting up campaigns and funds

    Posted 05-10-2021 04:16 PM
    Great advice from Isaac, as always.

    To expand, I've been working a lot recently with Salesforce overlays where absolutely everything is entered with a "campaign" indicator - even if you aren't in a multi-year comprehensive campaign.

    Often, campaigns are established using different reporting "tables."  Very frequently, however, you use flags or options within the fund table to determine where and how gifts to certain funds count.

    As to your question regarding "purpose, though, I'd start with the table CASE uses for VSE reporting.  You can always drill even deeper.  But I find that using those suggested categories works for most reporting.

    Speaking of CASE, you may find the latest (or even previous) version of the CASE Standards useful.  Each of the last several editions devoted significant space to the topic of Campaign Management.


    John H. Taylor
    John H. Taylor Consulting, LLC
    2604 Sevier St.
    Durham, NC   27705
    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987