Tracking Naming Opportunities for Capital Campaign

shani traum:

We created a constituency code of Naming Opportunity and created Org records for each Naming Opportunity.


The Name tells you what the opportunity is and the Address is the location (which campus or more identifying details as needed)


The records each have a series of Attributes:

Status (Available, On Hold, Reserved)

Amount ( $$ "required" for naming)

Category (Indoor, Outdoor, Religious, Program)

Funded Amount (Amount actually received for naming)

Dedication Date 


This set up works for us because anyone can open up the record, look at the attribute tab, and see that status and the $$ amount set for the opportunity.  Besides the obvious querying on what is available, reserved, or on hold (in process with a donor), we can pull other useful queries as well.  If we have a donor who likes to make outside spaces, we can query on that.  If we have a donor who wants to donate $250,000, we can query on opportunities that fit a gift of that size.  


Once the Naming Opportunity has been, well - named, we link the org record over to the donor record so we can easily see on the donor record that they have named something here and what they've named.


We can also add actions to the Naming Opp record relating to ordering plaques/signage and pdfs of the signage to the media tab.

 

Karen Stuhlfeier:

We use gift attributes. Then the information is on the actual gift that was made for that naming opportunity. We made a category that was called something like: Campaign Naming Opportunitues and the description box is a text field where we can put the exact naming opportunity. This worked well and it is easy to query, export and report on.