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Campaign Setup

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You can download the Cheatsheets (1-2 pages) and Screencasts (online video demonstrations of the functions with narration) by clicking on the icons.

Cheatsheet

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MP4

Campaigns are at the heart of the donation module. For accounting and marketing purposes, Theatre Manager allows you to divide your fundraising activities into as many "campaigns" as you wish. You may choose to have a single Annual Campaign that rolls over from year to year, or you may opt to create a new Annual Fund Campaign each year, thereby allowing you to place funds from each year into separate GL account.

While all funds for campaigns are initially processed through your general operating accounts, certain campaigns - such as the Capital Campaign - may actually reside in another bank or bank account. To handle this, Theatre Manager uses a Donation Bank Transfer (or "clearing" account) that signals your accountant to move funds from the main account to the other bank account that is being used for the Capital Campaign. And Theatre Manager handles all this accounting for you through the End Of Day.

Campaigns can be set be used only in specific places (box office vs, the web) and for specific purposes (all ticket returns go to a specific campaign, while general gifts have more options). Solicitors can be set to a specific employee or "champion" or can be left unset so that whomever solicits the donation will get the credit for having done so. This is particularly helpful in "Ticket Round-up" campaigns where Box Office staff can compete to see who raises the most funds.

Each campaign can be assigned a specific "Giving Level Matrix" which is simply a listing of dollar levels and their matching name. For example:

  • $0.00 to $99.99 Donor
  • $100.00 to $249.99 Friend
  • $250.00 to $349.99 Star
  • $350.00 to $499.99 Director
  • $500.00 to $999.99 Producer
  • $1,000.00 to $999,999.99 Playwright

You can also indicate within each level what benefits they may receive for their gift (if any) and record any impact that may have on their taxable receipt amount.