Brick Campaign Tracking

Joanie Rogers

Hi all!


We will be kicking of our brick campaign here next month.  I was hoping to get some feedback from others who have implemented a brick sale. 


1.  Did you use RE to track the status of the bricks?  For example:

• Jane Doe brick $ received
• Jane Doe's brick sent for engraving
• Jane Doe's brick ready to be installed
• Jane Doe's brick installed/location

2.  How did you do this tracking?  Constituent Attributes?  Gift Attributes? Constituent Actions? Gift Actions?

3.  Do you use the Tribute module as well?


I would like to keep it in RE (and we have RE:Nxt).  Any advice on steps to make this as efficient as possible, would be appreciated.


Thank you,

Joanie

 

Sunshine Reinken Watson

Joanie Rogers:

Hi all!


We will be kicking of our brick campaign here next month.  I was hoping to get some feedback from others who have implemented a brick sale. 


1.  Did you use RE to track the status of the bricks?  For example:

• Jane Doe brick $ received
• Jane Doe's brick sent for engraving
• Jane Doe's brick ready to be installed
• Jane Doe's brick installed/location

2.  How did you do this tracking?  Constituent Attributes?  Gift Attributes? Constituent Actions? Gift Actions?

3.  Do you use the Tribute module as well?


I would like to keep it in RE (and we have RE:Nxt).  Any advice on steps to make this as efficient as possible, would be appreciated.


Thank you,

Joanie

 

 

The person who organizes our bricks is not in Raiser's Edge, so we just have the $$$ part in there. I would use a brick action track for the steps you described (with an action for each step). Reports for that would be easy to do if it was set up correctly. We just obtained the tribute module, so I haven't implemented that for bricks yet.

Tom Klimchak

1.  Did you use RE to track the status of the bricks?  For example:

• Jane Doe brick $ received
• Jane Doe's brick sent for engraving
• Jane Doe's brick ready to be installed
• Jane Doe's brick installed/location

2.  How did you do this tracking?  Constituent Attributes?  Gift Attributes? Constituent Actions? Gift Actions?

3.  Do you use the Tribute module as well?


I would like to keep it in RE (and we have RE:Nxt).  Any advice on steps to make this as efficient as possible, would be appreciated.


Thank you,

Joanie

 

 

Our brick campaign has been going on for years. We track all our brick gifts with the Benefits option on each gift.  We've recently starting putting the inscription of the brick into the Benefit Notes area.  This all works pretty well, though be careful if a group of 10 people wants to buy ONE brick.  You'll have to put the Brick benefit on just one of the 10 gifts.  We don't have too many of those.   


The Benefits window also has a "Sent/Fulfilled" date field which you could use for install date as well as a Comments field, which might work well for a short location code.  We also track all the "sent for engraving" and "ready to be installed" stuff through our brick vendor's software, but I would think Actions on the constituent record might make the most sense in this case.


Hope this helps!

 

Daniel Noga 2

Joanie Rogers:

Hi all!


We will be kicking of our brick campaign here next month.  I was hoping to get some feedback from others who have implemented a brick sale. 


1.  Did you use RE to track the status of the bricks?  For example:

• Jane Doe brick $ received
• Jane Doe's brick sent for engraving
• Jane Doe's brick ready to be installed
• Jane Doe's brick installed/location

2.  How did you do this tracking?  Constituent Attributes?  Gift Attributes? Constituent Actions? Gift Actions?

3.  Do you use the Tribute module as well?


I would like to keep it in RE (and we have RE:Nxt).  Any advice on steps to make this as efficient as possible, would be appreciated.


Thank you,

Joanie

 

 

I like the other responses here and will definitely consider implementing some of these ideas to track more of our brick process in Raiser's Edge as opposed to other methods. The only thing I can add is that we track our inscriptions using the Tribute module. We create a Tribute for each brick and enter the inscription in the Notes field. This is also how we handle cases in which more than one donor contributes to a single brick; each of those gifts is entered as a tribute gift toward that Tribute. Additionally, we add a Package ID to the gift record named after any of these "pooled" bricks (makes it easier to include data about pooled bricks in regular gift reporting).


We track brick locations in an Excel-based "brick map" painstakingly created by my predecessor. I wish we had brick tracking software, but I also like Thomas' idea to assign location codes. That could work for us since our layout is a nice, linear grid. Food for thought!