how is your organization using Funds, Campaigns and Approach in eTapestry?

Milly Caez

Hello-

How is your organization using Funds, Campaigns and Approach in eTapestry?

It seems the way I have been using does not make sense for my Board members. This is how i have been using my funds, campaigns and approach (this a few examples);

Fund: 2016 Annual Appeal

Campaign:  Annual Appeal

Approach:  Mailing Annual Appeal


Fund: 2017 Home and Garden Tour

Campaign: Home and Garden

Approach: mailing Home and Garden


They say the order is incorrect, the fund should be the campaign. Please any suggestions?


Thank you

Milly



 

Maggi Junor

Milly Caez:

Hello-

How is your organization using Funds, Campaigns and Approach in eTapestry?

It seems the way I have been using does not make sense for my Board members. This is how i have been using my funds, campaigns and approach (this a few examples);

Fund: 2016 Annual Appeal

Campaign:  Annual Appeal

Approach:  Mailing Annual Appeal


Fund: 2017 Home and Garden Tour

Campaign: Home and Garden

Approach: mailing Home and Garden


They say the order is incorrect, the fund should be the campaign. Please any suggestions?


Thank you

Milly



 

Dear Milly Caez:


We use the fund as Restricted or Unrestricted.  I have also seen it used as Program Income, Event Income etc.

We then use the Campaign: Jodi's Race 2017 or Gala 2017 or General Donation

Then the Approach could be Registration             Registration    Individual Donation

                                              Team Donation        indiv Ticket      Foundation Donation

etc.  The fund is the big bucket where the donation occurs then the campaign is the first filter the the approach is a further filter.  

Hope that makes sense since I am functioning before I have any coffee

Brenda Foster

Hi Milly,


We use the fund as restricted and unrestricted; campaign is Annual Fund 2016-2017 (we change the years at the end/beginning of each fiscal year); and the approach is the name of the appeal we mail out. Example: 2016 Fall Champion, 2016 Summer Champion, 2016 Offering, etc. Our BRE mailed out with the appeal has the name of the appeal making it easy to know how to code the donation.


Hope this helps.

Milly Caez

Maggi Junor:

Milly Caez:

Hello-

How is your organization using Funds, Campaigns and Approach in eTapestry?

It seems the way I have been using does not make sense for my Board members. This is how i have been using my funds, campaigns and approach (this a few examples);

Fund: 2016 Annual Appeal

Campaign:  Annual Appeal

Approach:  Mailing Annual Appeal


Fund: 2017 Home and Garden Tour

Campaign: Home and Garden

Approach: mailing Home and Garden


They say the order is incorrect, the fund should be the campaign. Please any suggestions?


Thank you

Milly



 

Dear Milly Caez:


We use the fund as Restricted or Unrestricted.  I have also seen it used as Program Income, Event Income etc.

We then use the Campaign: Jodi's Race 2017 or Gala 2017 or General Donation

Then the Approach could be Registration             Registration    Individual Donation

                                              Team Donation        indiv Ticket      Foundation Donation

etc.  The fund is the big bucket where the donation occurs then the campaign is the first filter the the approach is a further filter.  

Hope that makes sense since I am functioning before I have any coffee

 

Hi Maggi

Thank you so much for your help! It clarified my confusion! It makes sense, thank you!

 

Milly Caez

Brenda Foster:

Hi Milly,


We use the fund as restricted and unrestricted; campaign is Annual Fund 2016-2017 (we change the years at the end/beginning of each fiscal year); and the approach is the name of the appeal we mail out. Example: 2016 Fall Champion, 2016 Summer Champion, 2016 Offering, etc. Our BRE mailed out with the appeal has the name of the appeal making it easy to know how to code the donation.


Hope this helps.

Hi Brenda

Thank you for your help! It helps a lot!