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...

We recently held an event that coincided with a local conference. Conference participants were given the option of adding $X dollars to their conference registration for tickets to a panel discussion later that evening. As opposed to the Association using that money to buy tickets (which, to me, would...

We often have events that support a specific purpose or department. When someone makes a gift at/to an event, we want that gift to be directed to the fund in which the event supports. Our issue, however, is that we only want the net amount from the event (event revenue minus expenses) to be actually...

We are getting ready to run a capital campaign for a building project, and are going to be recording revenues from the capital campaign into our Fund 2, which is temporarily restricted funds. However, our PP&E accounts are in Fund 4, so expenditures from the building project, once we get started...

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 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, I am wondering how other companies are handling the spending of temp restricted donations in Financial Edge. We recently converted to Financial Edge and are using our Funds as classes (Fund 01=unrestricted, Fund 02=temp restricted, Fund 03=Perm restricted). When we spend a temp restricted donation...

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...