Giving Hierarchies

If your organization previously used Raiser’s Edge Enterprise, you can create hierarchies to track how giving flows through funds to the campaigns they support. When you start a campaign, you can assign fundraising goals for the campaign and its linked funds that receive gifts for specific purposes. With a giving hierarchy, you define levels that represent the “parent/child” relationship between the campaign's funds, where a fund that ranks higher in the hierarchy is the "parent" to the funds beneath it. For example, the Annual campaign is linked to both the Acquisition and Building funds. Since the Playground Site fund is a child of the Building fund, it’s also linked to the Annual campaign.

Tip: In the database view, you can manage a campaign's hierarchy of linked funds on the Giving Hierarchy tab of its record. You can also manage the goal of a campaign or fund on the General tab of its record in the database view.