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Setting up Campaigns, Funds and Appeals

Last post 10-02-2009 1:48 PM by Douglas Clinton. 1 replies.
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  • 09-29-2009 11:50 AM

    Setting up Campaigns, Funds and Appeals

    Reply Contact

    Hi,

    We are reviewing our RE structure to enhance reporting and I am wondering how other nonprofits use Campaigns, Funds, and Appeals. To date, we have used appeals for tracking how revenues come in, and the funds to represent revenue streams. I know of other organizations that use funds to denote how the money is going to be used (operating, temporarily restricted, restricted).

    Both our finance team and development team want to keep the structure simple.

    Any insight would be of great help.

     Martie at GSOFCT, Hartford, CT

  • 10-02-2009 1:48 PM In reply to

    • Douglas Clinton
    • Top 10 Contributor
    • User Since: 2005
    • Posts 575
    • Organization: BB Test Site - do not change address or org name
    • Products:  The Raiser's Edge

    Re: Setting up Campaigns, Funds and Appeals

    Reply Contact

    Hey Martie,

    I know this is a best practices question for users at other organizations, but I wanted to share Knowledgebase solution BB3184 with you. The solution gives an overview of how to use Campaigns, Funds, and Appeals.

    Hope this helps!

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