Organizing your campaign, fund, event, and appeal categories
Wondering how best to organize your campaigns, funds, events, and appeals?
Handy graphic illustrating how to organize Campaigns, Appeals and Events, Funds, and Gift Categories.
Campaigns should be broad, overarching fundraising efforts. If you have, or even if you just imagine having, a large fundraising team with several Directors, how would you organize the staff? This is a good way to think about Campaigns as well - each campaign represents a coordinated set of activities with a specific objective.
As you name your campaigns, you should also consider separating activities related to a single operating year from those that are about longer term fundraising. That way you can quickly see how much money you've raised for your immediate needs (a very useful data point!)
Appeals and Events both answer the question, 'How did we raise this money?' Surely you did something (or, if not, you could assign it to an Appeal called 'Unsolicited'). Each gift should be assigned to either an Appeal or an Event, not both.
Funds answer the question, 'Where is this money headed?' Your Funds should map to your Classes in your accounting software.
Gift Categories are a good way to classify the type of contribution you're receiving, such as a Donation vs an Event Fee. Your Gift Categories should map to your Chart of Accounts in your accounting software.
Together, these fundraising attributes will give you greater ability to measure your progress against your goals and to measure your year-over-year improvements.
Note: You do not need to create a new Campaign for every fiscal year. Each gift you receive will already be tied to a specific Gift Date and Deposit Date, so whenever you want to run date-specific queries, use those date fields. That way you won't end up with dozens of Campaigns.
On the other hand, you will likely create new Appeals for every year, because you'll have a new solicitation list each time.
You can download a PDF version of this article as well.