Setting up a new Campaign

Tabitha Brinn

Hi everyone, we are going into a new Capital Campaign and I have never managed a campaign before, I need to set the campaign up in Raiser's Edge but it has three different pillars to it with several funds under each pillar. Do you have any best practices on how best to setup and monitor a campaign so I can provide relevant reporting on each pillar but still track each fund individually? Any relevant information on Capital Campaigns would be greatly appreciated. Thanks in advance!


Tabitha

Christine Robertson

Tabitha Brinn:

Hi everyone, we are going into a new Capital Campaign and I have never managed a campaign before, I need to set the campaign up in Raiser's Edge but it has three different pillars to it with several funds under each pillar. Do you have any best practices on how best to setup and monitor a campaign so I can provide relevant reporting on each pillar but still track each fund individually? Any relevant information on Capital Campaigns would be greatly appreciated. Thanks in advance!


Tabitha

It really depends on how your organization is already using the codes in RE.  Review what is already set up for Campaign, Campaign Type, Campaign Category, Fund Type and Fund Category.  You can use a combination of these fields to include and exclude as needed for your overall Campaign.  

Sara Kramer

Tabitha Brinn:

Hi everyone, we are going into a new Capital Campaign and I have never managed a campaign before, I need to set the campaign up in Raiser's Edge but it has three different pillars to it with several funds under each pillar. Do you have any best practices on how best to setup and monitor a campaign so I can provide relevant reporting on each pillar but still track each fund individually? Any relevant information on Capital Campaigns would be greatly appreciated. Thanks in advance!


Tabitha

My first thought is to consider having a campaign for each of the pillars and the funds will be designated to one of those three pillars.  For example, we have an Annual Fund/Unrestricted Campaign, a Designated Giving Campaign, an Endowment Campaign and a  Capital Projects campaign.  Each of those have funds that go under those campaigns and they don't normally overlap.  However, if you use a fund type, category or an attribute or something on the funds to code what pillar, than you could get away with only one campaign and report based on funds.  I think there are a few different ways you can do this, so it kind of depends on your current structure and also how you want to be able to report in the future.  Good Luck!!