Cristabel, Does that format make sense for your org? Does it sound like it would work? For us it works, but I'm not saying that format would work for anyone else when I don't know what your structure really is. On setting required fields, no it doesn't make any difference to your campaign...

As Melissa posted, I also think you'll find you need more funds. Example: We record donations for our YMCA and two branch YMCAs. Each Y has their own budget. So for the annual campaign each has their own fund. (For our org each actually has their own corresponding campaign too.) One of our branches...

I am setting up our Campaigns and Funds and would just like to check that I'm doing it right. I work for a charity that manages 3 schools, the database will have donations made for all 3 on it. There are then 3 main areas that donations can go towards (each school then has other specific schloarships...

Kira, I agree with JoAnn - 5 Stars~!! I'll be adding these business rules. Others who do gift entry may want to consider this if they don't already have a process like this. Great job and thanks for sharing. Karen

Hi Ida, In our Department, we set up a separate campaign for Endowment. Then we have endowment funds, set up with the following coding: E033333. We use E0 as the root for all Endowment funds, and then follow it with the account number for the endowment. These funds are then linked to the Endowment Campaign...

If you question is when to use campaign and when to use fund you may find this KB explanation helpful: BB3184 What are campaigns, funds, and appeals? To have gifts post over to FE, you will need to have a fund connected to each gift. As to 'pre-campaign' gifts, we almost always run a 'pre...

We are in the early stages of a Capital Campaign that has not gone public. However, we are beginning to receive gifts. Can anyone share how you entered these "pre-campaign" gifts. Also share your interactions with your Financial Edge people regarding this. Thank you. Susan Lord, Donor Information...

Paul, there are a lot of different uses but as you mentioned do your structure to fit and work for your org. I've learned that RE is used by a very diverse audience. We have some campaigns created at conversion that possibly would have been better as funds with one campaign - but I don't worry...

We don't currently use RE campaigns for anything other than actual capital campaigns. Do you have any recommendations on a simple overarching RE campaign structure that can be used on a permanent basis?? i.e. I have seen one organization that divides all funds into four campaigns 1) annual giving...

Hi everyone, I am hoping for some guidance. We have a number (between 100-200) of posted gifts I need to adjust. I already know that I can go within the gift record and adjust the fund. However, I also need to adjust the campaign and appeal but can't seem to do this in the same way I do for the fund...