Campaigns
Campaigns are the overall fundraising efforts (or initiatives), such as operating expenses, a new building, or an endowment. Campaigns may be for a specific period of time, such as a capital campaign for a new building, or an indeterminate amount of time, such as for ongoing operating expenses. To support a campaign, you can use appeals and funds to help generate gifts and direct the flow of money.
Tip: To help motivate fundraisers, your organization may set goal amounts to raise toward specific campaigns. Under Overview in
View which campaigns a gift applies to
As you fund-raise, you may solicit gifts to apply toward a specific campaign, or a donor may request their gift go toward an initiative they support. To determine the intended use of a gift, you can view which campaigns it applies to under Fundraising details on its record.
Note: For a gift used across multiple campaigns, a breakdown of the splits appears, including how much — as both the amount and percentage — applies to each.
Tip: In the database view, you can manage the gift's campaigns on the Gift tab of its record.
Manage the default campaign for an opportunity's gifts
With Prospect Research Management, you can use opportunities to help cultivate relationships and secure major gifts in support of specific initiatives. When you create an opportunity, you can specify the campaign you intend to use any gifts that result from the effort. To determine the intended use of gifts acquired through an opportunity, you can view which default campaign they apply to under Details on its record.
To adjust the default fund for the opportunity's gifts, select Edit. For more information, see Opportunity Records.
Tip: Don’t see this option? Contact your system admin for rights to make this type of change.
Tip: In the database view, you create campaigns from Records.
For details about a campaign, select its description to open its record.