Campaigns
Campaigns represent your organization’s broader fundraising efforts, such as operating expenses, a new building, or an endowment. Some campaigns run for a defined timeframe, such as a capital campaign for a new facility, while others continue indefinitely to support ongoing needs.
To support a campaign, use appeals and funds to help generate gifts and direct how money flows to the correct initiatives. To view details about a campaign, select its description to open its record.
Tip: To motivate fundraisers, your organization may set goal amounts for specific campaigns. Under Portfolio in Work Center, you can see how much your personal fundraising efforts have contributed toward active campaigns under Goals.
Work with Campaigns
To start or manage fundraising efforts, you can complete these tasks:
To create a new fundraising initiative, see Add a New Campaign.
To review details, goals, and activity, see Campaign Records.
View Which Campaigns a Gift Supports
When you fundraise, you may request that a gift applies to a specific campaign, or a donor may request how the organization uses their gift. To confirm the intended use:
Open the gift.
View the campaigns listed under Fundraising details.
If the gift supports multiple campaigns, a breakdown appears with the amount and percentage applied to each campaign.
Manage the Default Campaign for an Opportunity’s Gifts
With Prospect Research Management, you can use opportunities to cultivate relationships and secure major gifts in support of specific initiatives. When you create an opportunity, you can define the campaign for any resulting gifts.
To review or update the default campaign:
Open the opportunity record.
View the default campaign under Details.
Select Edit.
Update the campaign as needed.
To understand how gifts from the opportunity are used, review the default campaign listed on the record. For more information, see Proposal Records.
Tip: If you do not see this option, contact your system admin to request access.