Designation types available in Vision2
In Vision2, a designation is a giving opportunity. There are several designation types available for use in Vision2.
Fund
A fund is the unit that reports to your General Ledger. A fund is used in two ways in Vision2:
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As a direct giving opportunity
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Associated with every other designation type for reporting purposes
General Designation
A general designation is a giving opportunity that is perpetual in nature. A general designation must be tied to a fund in Vision2.
Project
A project is used to raise funds for a specific effort. A project must be tied to a fund in Vision2. Here are some features of a project:
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Start and end dates
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Project coordinator email address
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Project location information
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Links to project URLs
With the exception of the start and end date, all of the information above is included on the project details web page.
Campaign
A campaign is similar to a project, with the added ability to associate several designation types (funds, projects, and general designations). A campaign must be tied to a primary fund in Vision2.
For example: you have a 2-year capital campaign to increase the capacity of the sanctuary, pave a parking lot, and double the size of the children’s worship area. You will create the Capital Campaign in Vision2 and add it to your website.
You can then create a project for each of the following:
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Pave Parking lot
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Expand Sanctuary
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Double Children’s Worship Center
You can then add each individual project to your website and link them to the Capital Campaign. This allows you to honor donor-giving intent (email acknowledgments and statements) while allowing the church to reach the campaign goal and maintain accurate campaign reporting.
Mission Trip
A mission trip allows you to manage donor communications, participant communications, and fundraising efforts and provides a personal fundraising page for each participant. A mission trip must be tied to a fund in Vision2.