Organizing your data can be a confusing task, but with the correct coding at the start you will avoid several headaches down the road. There are four important fundraising code types in Julep:
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Fund |
The Fund Codes identify the correct bucket of funds for your organization’s contributions, receipts, and expenditures. Database Fund Codes can be as simple as Unrestricted and Restricted or get more varied with different codes representing the programs of your nonprofit. Every gift entered will be assigned a fund code, to identify where the money is being designated to. |
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Program |
Program Codes are for broad categories of fundraising such as Housefile/Direct Mail, Prospect Mail, Telemarketing, Internet, Major Donors, or Events. |
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Initiative |
Every appeal to donors (prospect or housefile) receives its own Initiative Code. For example, if you are sending out a Bumper Sticker mailing, that mailing should receive an Initiative Code. Events can be entered as one initiative or divided by region, timing, type, or other criteria. Every Initiative is linked to a broader Program Code. |
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Source |
Within each Initiative, Source Codes are assigned to the direct stream of revenue. If a prospecting mailing, the code identifies which list the name was rented from, for Housefile, the source represents the segment of your file. Events can each be given a unique Source Code so that lists of donors for a particular event can be outputted easily. Every Source Code is linked to a broader Initiative Code, but only Source Code is required to be assigned to gifts entered into the system. |
Here’s a visual of how the hierarchy works for Program, Initiative, and Source.
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