Campaign set up best practices

Suzanne Lake

I am interested in best practices in setting up a new campaign in RE. When I started my position, we were working with consultants who suggested not to have too many "Campaigns" in RE so we currently only have Capital and Annual. Capital was used to track a past campaign. We are now entering a new capital campaign should I add a new campaign record to track the gifts? Ideas for naming conventions in RE (2021 Capital ??) I've seen some older posts that suggest not using dates to name campaigns? Any suggestions would be most helpful. Thank you!

Gabriela Slade

Hi Suzanne,

I have been recently reviewing how we deal with campaigns as
in the past we have set up our capital campaigns by year in order
to see the fiscal goal progress which always posed the problem of
then having to create more queries or select more options to review
our progress.

After long searching I recently attended a webinar where the
presenter (my apologies I do not remember his name) suggested a
best practice for campaigns is to include the year in the naming
structure for Annual campaigns, where funds may go to many
different funds.

Capital Campaigns however should be based on the overall goal
of your campaign as many capital campaigns will span several years
to complete.

Same goes for Endowments.

I have thus proceeded with his suggestions and it works much
better for us to have an answer ready when evaluating our
overall campaign goals.

Let me know what you think.

Gabriela
Slade

778.960.2455

Suzanne Lake

Thank you very much for your reply! Very
helpful!

 

 

Suzanne Lake

Philanthropic Data
Specialist

Williamson Medical Center
Foundation

4321 Carothers Pkwy

Franklin, TN 
37067

Office: 615.435.5146

slake@wmed.org

 

 

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