My company is embarking on their first Capital Campaign.  I am the data entry person and would like to know how other users are handling their capital campaign from a data entry standpoint, i.e. table entries, campaigns, funds and appeals, actions, proposals, solicitors, etc.  If anyone is with a company who is embarking or has embarked on a Capital Campaign for the first time, I'd appreciate hearing from you. 

Thanks much.

Denise

Denise, I'm sure many setup details are unique to each organization, but this is what we did.  We got RE just before we kicked off our capital campaign in fall of 2006.  Having gone through 2 other capital campaigns with our executive director, I had an idea what type of reports he'd be asking for and how he would want to be able to pull the data.  So that was a factor in how we set up our campaigns/funds...

We set our capital campaign as the 'campaign.' The different phases that prospects were divided into like major/special/community, we set as funds.  Special matching gift opportunities/ mailings to any of these phases would be our appeals.  We identified the phase each prospect was in with an  attribute which allowed for filtering/querying.  As we had specific ask amounts for top levels, this was also set up as an attribute.  We did not use this as goal amount for solicitor because materials were prepared prior to prospect being assigned to a solicitor in many cases.  We made sure solicitors were all in RE, marked as solicitor.  Then under fund record, we created an organizational chart of solitor teams.  This allowed us to run analytical reports by teams/divisions/phases.