Welcome to Forums Sign in | Join | Help | Forums
in Search


Reportin on a new Annual Fund model

Last post 09-24-2009 12:01 PM by Tracie Cassidy. 2 replies.
Page 1 of 1 (3 items)
Sort Posts: Previous Next
  • 09-23-2009 2:05 PM

    Reportin on a new Annual Fund model

     Our institution is implementing a new model for Annual Giving allowing donors to designate their gift to four areas of interest:  the School's Greatest Need, Faculty Salaries/Retirement, Student Programs, and Financial Aid.  If you also use a multi-interest gift designation for Annual Giving would you please let me know how you enter the gifts received i.e. do you use multiple funds or segment the gifts in other ways.  We would prefer not to implement a new Fund structure - but all the canned reports are not set up to filter on Gift Subtype or any field like that.  Thank for your input.

     

    Denise Koehler Morris
    Friends' Central School
  • 09-23-2009 3:39 PM In reply to

    Re: Reportin on a new Annual Fund model

    In my experience, most institutions would have different ledgers for the things you are describing and would refer to them as funds

    I would structure as follows:

    Campaign = Annual Fund

    4 Funds = Unrestricted (greatest need which you likely already have setup); Faculty Salaries/Retirement, Student Programs, and Financial Aid (these 3 funds you may or may not already have set up as temporarily restricted funds)

    Appeals would be the mailings you send out soliciting gifts for these 4 funds.

     

    Laurel Quaintance
    Manager, Fund Development Services
  • 09-24-2009 12:01 PM In reply to

    • Tracie Cassidy
    • Top 10 Contributor
    • User Since: 2002
    • Posts 655
    • Organization: Children's Hospital Foundation
    • Products:  The Raiser's Edge

    Re: Reportin on a new Annual Fund model

    Denise,

    We use Appeals to reflect how a gift came to us; so the Appeal ID would indicate it was an annual giving donation & the fund would be one of the four you specify.

    Tracie J. Cassidy
    Database Coordinator
    Seattle Children's Hospital Foundation
    Seattle, WA
    Filed under:
Page 1 of 1 (3 items)