We have given our donors an opportunity to name rooms in a new building if their gifts are at certain levels. We have about 10-15 donors that have taken advantage of this and I want to capture this information on their donor record. I want to be able to query on it and report on it too.

 I have looked into using the gift attribute, which works but my colleagues want the information on the donor record in a more obvious place.  Where do others store this information?

Constituent attributes

I find that using the Notes feature helps because it's easy to find and allows me to enter as long an explanation as necessary.

I agree with Tracie that the information should go into constituent attributes on the Bio 2 tab.  when you enter info there a red check mark goes on the tab and you can run a variety of reports using this as your major criteria.

Best,

Louise

We use the Notes Fields and each of the Naming Opportunities is a Different Note Type. The reason we do it this way is to track exactly how the item was inscribed or what the donor requested to be inscribed. It also allows us to use one of the Notes Fields Like Title to track the actual location of the plaque, etc.

 Many of our donors are Alumni and in certain instances they want their recognition to be indicated a specific way without their spouse and in other cases they want their spouse included.This allows us to honor the requests without utilizing salutations which are formulaic and could accidentally change based on the change or addition of Titles, suffixes, nicknames or Spouses

We tried attribute but there was simply too much information to keep track of (Plaque location and date of installation, wording, gift amount at the time, unveiling ceremony invitees, date, etc.).  This resulted in scattered info in actions, events and attributes.  It is doable, but curbersome.

You can query and report on Notes easily, if you keep them tightly in control, by creating a dedicated Notepad Type and turning, for instance, your title field in a drop down menu.

 I've run into this as well. We have a long list of buildings and I need a way to track it. I'm thinking about using the Honor/Memorial tabl but am not sure how to go about it. Plus, RE wouldn't be able to track naming ops that haven't been claimed yet.

 I've seen that one organization used the Events module and took advantage of the seating assignments, but that seems rife with danger. I guess there is no perfect solution and no "right" way to track this.

We are beginning a capital project...what formula did you use to come up with naming opportunity values? Thanks Dan

Once we knew our campaign goal we worked on the gift strategy, what level of gifts were necessary, how many gifts at each level were needed to meet the goal.  Then we mirrored the naming opportunities to the gift size.  Example, atrium area $300k verses library room $25k.  The gift range for our naming opportunities started at $25 and up.  Hope this helps.

If using Gift Notes, this can easily be extracted by using the Gift Entry Validation report.  If you DoD's want to see this on a regular basis, then you can set up a report and place it on their home page in favorites.  Then they can pull it when ever they desire.

We use constituent attributes. We put the recognition wording in the addressee/salutation tab. It's not a great system, since the two pieces don't connect, RE doesn't know which addressee belongs to which recognition location.

Blackbaud needs to create a recognition or stewardship tab for us to be able to track all this information STAT!

I'm with the organization that is using the seating plan of the event record to keep track of naming opportunities.  We have had zero problems with this procedure. Detailed information about things like engraving of the signs is recorded under Participant Notes.

The only warning I give for anyone wanting to use this same procedure is to set up the event with many more seats/naming opportunities than you think you require at the start so that you do not have to redo the seating wizard if you find you are short of "seats".