There are several methods that can be used to evaluate the progress of a fundraising campaign. The following sub-topics contains information that can be used to evaluate the progress of a fundraising campaign.
Reviewing Fundraising Progress
Perform the following steps to review the progress of a fundraising campaign.
- Open the Fundraising Campaigns service and open the record for the fundraising campaign.
- Make note of the value in the Total Raised field
- Click the Solicitors tab make note of the values in the Total Raised column.
- Add up the totals for each solicitor to determine if it matches the Total Raised.
- If the total raised by the solicitors does not equal the total raised by the campaign, one or more pledges may not have a solicitor.
- If the total raised by the solicitors does not equal the total raised by the campaign, one or more pledges may not have a solicitor.
- Click the Pledges tab.
- Add up the totals for each pledge to determine whether this matches the total raised by the campaign.
- If a Pledge is Cancelled, use the AmountPaid value in your calculation and not the Amount value. You may need to use the scroll bar to view this field.
- VerbalPledges are not included in the TotalRaised calculation.
- Click the Solicitors tab again.
- Double-click the solicitor with the highest total raised to open that Fundraising Campaign Solicitor record.
- Click the Pledges tab on the Solicitor record.
- Add up the totals for each of the solicitor's pledges to determine whether this matches the solicitor's total raised.
- If a Pledge is Cancelled, use the Amount Paid value in your calculation and not the Amount value. You may have to open the Pledge record to identify the Amount Paid.
- Verbal Pledges are not included in the Total Raised calculation
Running Fundraising Reports
You can also use several sample reports to evaluate the progress of a fundraising campaign. The sample reports related to fundraising are as follows:
- Campaign Prospect Analysis Report
- Campaign Prospect Responses by State Report
- Foundation Campaign Tracking History Report
- Foundation Contributions Report
- Funds Collection History Report
- Funds Collected by Solicitor Report
- Solicitor History Report
- Solicitor Progress and Funds Collected Report
For more information about running reports, see Using the Report Wizard.
Using Targeted Fundraising View
You can use views specifically designed to retrieve fundraising information from the database. For example, you could create a view from the Pledges service, and use filters to specify the name of a particular campaign, and further filter on certain pledge types. See Using the Viewing System for additional information on creating views.
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