RENXT Opportunity Purpose
Hello all,
How many “Purpose” options do you allow your Frontline Fundraisers to choose from? I want to avoid having 35 of them in our system, any suggestions for how have structed yours and what are your success for structuring them that way? TIA!
Comments
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@Yolanda Wright We have 8 purpose options and they were structured around the main areas of focus within a strategic plan and comprehensive campaign. What was helpful for this approach is there was a small enough number that we could easily report on each purpose and not have some teeny-tiny charts with a bunch of different purposes that was unreadable. We were also able to do this as we aligned the purposes with our Fund type fields to make it easier to report. That is just what we have done, but others may have some great insights as well.
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@Yolanda Wright I am a big fan of less than more when it comes to tables. Every database that I have inherited when crazy with tables. I have narrowed our purposes down to 24. We are a very big museum so we needed to cover many areas. I talked with our fundraisers to see what we really needed and what can change. I agree too many purposes (or tables in general) make life difficult. Streamlining!!!
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@Yolanda Wright - our setup for purposes aligns with what @Dan Snyder mentioned. Our options align with our strategic fundraising plans focusing on 5 areas. Each member of the team has specific goals to raise throughout the year. Using the purpose associated with a fundraising initiative enables us to report at a glance where we stand on our goals. Every organization is different, and you have to find the right option for your team. I was lucky enough to start the opportunity from scratch. Our purposes are: Partners In Mission (team member responsible for corporate and vendor donors), Major Gifts (team members responsible for $5k donors), Grant, Planned Gifts, and Annual Fund.
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@Dan Snyder I appreciate your response, this makes perfect sense!
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@Joe Moretti Thank you for your input, yes, less is more. The fewer tables I have to dig through for queries, the better!
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@Barbara Kunkel Thank you so much, we are in a comprehensive campaign and I will review the funding priorities and decide accordingly.
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@Yolanda Wright Our purposes align with the workgroup creating/managing the proposal (which also correlates to the budget goal buckets we have), so we have Capital Campaign, Major Gift, Planned Gift, Grant Proposal, and Public Grant.
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@Yolanda Wright We align our Purpose field with the AHP categories so we can benchmark against other organizations, i.e. capital, endowment, program, etc. Hope that is helpful!
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@Rachel Kave Hi! Thanks so much for your input, much appreciated.
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