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Event Date - Donor Management
Posted: 21 Feb 2005 02:33 PM |
| When recording donations, there is an option to choose an "event." With many of our "events" when individuals donate money, we have no specific date. As with many pregnancy centers, we hold Baby Bottle Campaigns throughout the year. These campaigns rarely have start or stop dates. Within the donation registration form, the program will not allow you to move forward without a date. Affixing a miscellaneous date with everything would get very confusing. Would it be possible to clarify an event with no specific date? |
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Re: Event Date - Donor Management
Posted: 21 Feb 2005 04:40 PM |
| Which form are you referring to? the 'Date of Donation' on the donation form ? or the 'Date of Event' when you add a new event in the event list? |
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Re: Event Date - Donor Management
Posted: 21 Feb 2005 04:46 PM |
Okay, here is the series that I follow to create a new event. Activity>donation form. Within Event (when needing to create another event) I click on Edit List/Add New Item. There are two questions that must be answered to proced: date of event and description. My question was could I bypass entering in the date of the event.
Thanks!
Sallie |
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Re: Event Date - Donor Management
Posted: 21 Feb 2005 05:09 PM |
Thanks for the clarification Sallie. We have recieved similar feedback from other centers and are considering removing the date on the event. This may create problems in the reports though if you want to compare how much you raised between events that you hold on an annual basis.
For example: Take Galas/Banquets that are usually held once annually. Would you like to compare how much you raised in the 2003 Gala versus the 2004 Gala? If we removed the date on the event, you would have to create 2 separate events: one called "2003 Gala" and the other "2004 Gala". Is that acceptable?
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Re: Event Date - Donor Management
Posted: 21 Feb 2005 09:11 PM |
| Absolutely. I actually did that with this year's banquet (even though I affixed a date with it). I did like you said...I called it Banquet 2005. For Baby Bottle Campaigns, I could describe them as Winter, Spring, etc. As I understand it, you can print reports by Event or by Date, correct? So this would work well. Good deal..thank you thank you! S |
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Re: Event Date - Donor Management
Posted: 21 Feb 2005 09:26 PM |
| Okay. Thanks much! |
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 Andrea
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| Joined: 06 Feb 2007 |
| Total Posts: 30 |
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Baby Bottle Campaign
Posted: 23 Jul 2007 02:35 PM |
This is our first year using Ekyros and I am trying to figure out how to best post the baby bottle campaign donations from churches/individuals.
I read all the online postings about the BBC but am still unsure best how to record that information. Should I make a BBC event? Or should I just record the donation in each church/Individuals file as bbc?
I need to be able to see how much each church has donated so I can report this information back to them. Is there a way to do that? Or would I have to track that separetly?
Thanks! |
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Re: Baby Bottle Campaign
Posted: 23 Jul 2007 04:10 PM |
Hi Andrea,
Yes, I would definitely suggest that you set up an Event for your Baby Bottle Campaign. The minimum required to set up an event is that you give your event a name (like Baby Bottle Campaign 2007). You can also get much more specific by tracking the different churches involved with this. To do this, go to the Events section and open up your B.B.C. event and from there you can set up your churches up under the "Groups" tab. Each Church would be considered a "Group." Then from the "Sponsoring" tab you can track the individual donors that gave from each church. This is all optional, but will allow you to track exactly how much each church is bringing in for your B.B.C. To get this info you would run the Donation stat, select your B.B.C. event, and then select the measure of "Group Name" for column 2.
If you need more info about this, just let me know! :o)
Sarah |
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