Campaign, Fund, and Appeal Categories

To help identify and group like fundraising efforts, your organization can categorize campaigns, funds, and appeals by their intent, such as Annual or Capital expenses. For example, if your organization runs several campaigns each year, you can assign them a category of Annual.

On the record of a campaign, fund, or appeal, you can view the Category field in the overview at the top.

In the database view, you can manage the category of a campaign, fund, or appeal on the General tab of its record.

You can set up and manage the categories available for your organization's campaigns, fund, and appeals from the Campaign Category, Fund Category, and Appeal Category categories in Tables. For more information, see Tables.