[Judith]

We just changed the name of our organization and two of our schools. (Hoorary for that!) Each school has its own annual fund campaign which is coded for its initials. I want to make sure our campaign and fund names are intuitive, following our established pattern, but I don't want us to get confused or run into problems in reporting.

For example, our Montessori school was UMS (campaign= UMS AF). Now it is the Montessori program of SHP, the preschool. (campaign= SHP-M AF?) Using this method, when I try to run a historical report, is it going to fowl me up? Or when I win the lottery and quickly relocate to Tahiti, will it fowl up my replacement who may not know the history and rationale?

I feel like I should be able to think this through, but all the details of changing our corporate identity have my head spinning! If you have been in a similar situation, please share your experience and point out some pitfalls before I fall through them. Thanks!


--Judith Youngblood
Director of Annual Giving
Sacred Heart Schools
Louisville, KY

[Matthew]

I would make use of the Campaign Category field to differentiate your campaigns by school. I would use the category field for segmentation purposes when designing and running reports.