Best practices for recording Fund Goals in RE

Diane Kuehl:
I want to record the fund raising goal for each fund in RE for use on reports. There is an "overall goal" field, but how does one differentiate between the goal for one year vs another year? I want to record goals for 2015, but that causes me to lose the goals for the same fund for 2014. We do NOT want to create new funds for each calendar year. Is there any way to track goals by year?

 Diane,

I do not know how you could record goal for the same fund name year to year.  Do you use the same campaign name each year also?  Do you use solicitor goals?  

Sorry, don't have any suggestions other than the obvious separate funds for each year which you said you do not want to do. 

Anonymous Blackbaud User:
We record revenue goals at the Campaign level, not the Fund level. For us, the Funds remain the same through out time (e.g. General Operating, restricted to this purpose or that purpose etc...), but we do create a new set of Campaign codes and goals each Fiscal Year. Hope that helps some. Good luck.

 I found that to do this and make the reports more relevant we just had to over right them from year to year.  I kept a final report and attached it to the fund (we used papersave, but you could also use paper files or a spreadsheet) so we had a history.