What kind of campaign are you launching?
This drives the recommended hierarchy template and which receipt rules apply.
Capital campaign
Multi-year capital project with named-gift recognition. Big asks, longer timelines, naming opportunities.
e.g. Cathedral restoration · new school wing · scholarship endowment
Template: Major-donor cultivation · Online giving · Gala
Annual appeal
Yearly recurring appeal — seasonal mailings, online forms, pledge drives.
e.g. Annual Appeal 2026 · Christmas appeal · Easter offering
Template: Spring mailing · Year-end · Online giving
Special / event
Single-event campaign — gala, retreat, or one-off project with a fixed end date.
e.g. Bishop's Annual Gala · Refugee Aid emergency · Building dedication
Template: Sponsorships · Tickets · Online donation
Memorial / planned giving
Bequest cultivation with deferred-pledge tracking. Multi-decade timelines.
e.g. Heritage Society · estate-gift outreach · planned-giving campaign
Template: Heritage Society · Pledge intentions · Stewardship
Type: Capital campaign
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Goal & timeline
Set your overall fundraising target and the campaign window. You can adjust these later — Atlas paces progress to whichever values you keep current.
Campaign basics
Campaign name*
Internal code
Public description
Goal
Total goal*
Stretch goal
Currency
Timeline
Public start*
Public end*
Quiet phase
Recognition
Recognition tiers
Naming opportunities?
Auto-saved as draft 8s ago
Build your hierarchy
Atlas pre-loaded the recommended hierarchy for your campaign type. Edit names and goals inline — add or remove appeals and funds as needed. Goals roll up automatically.
C
A
F
Add fund under Spring 2026
A
F
F
Add fund under Online giving
A
F
Add fund under Gala
Add another appeal
Roll-up
3 appeals · 4 funds
$800k + $1.0M + $200k = $2.0M
✓ Matches campaign goal
Auto-saved · roll-up balanced
Team & access
Assign solicitors, set the legal entity scope, and decide which roles can edit the campaign.
Legal entity scope
Primary legal entity*
Cross-entity?
Solicitors assigned to this campaign
Click cards to add officers. Only assigned solicitors will see this campaign in their pipeline filter.
SR
Sarah Reynolds
Dev Director · 18 prospects · all entities
✓
BM
Bridget McCarthy
Dev Director · 15 prospects · all entities
✓
JK
Julia Kelleher
Officer · 22 prospects · Diocese, Foundation
✓
DC
Daniel Cho
DB Admin · supports all officers
Communications kickoff
Send launch email to assigned solicitors?
Auto-create kickoff tasks?
Campaign visibility & permissions
Who can edit this campaign?
Public campaign page
3 solicitors assigned · single-entity scope
Final check before creating
Click "Edit" on any block to jump back. Once created, the campaign appears in the Campaigns dashboard and assigned solicitors see it in their pipeline filter.
Type & basics Edit →
TypeCapital campaign
NameCathedral Capital Campaign 2026 internal code: CC2026
Public description"Restoring the 1888 cathedral — bell-tower masonry, lead flashing, and stained-glass conservation. 1:1 matched gifts available up to $250,000."
Goal & dates Edit →
Total goal$2,000,000.00 USD stretch goal $2,500,000.00
Public phaseJan 1, 2026 → Jun 30, 2026 6 months
Quiet phaseSep 2025 (4-month silent phase)
RecognitionBronze · Silver · Gold · Platinum tiers 12 named opportunities
Hierarchy Edit →
Structure3 appeals · 4 funds · 1 legal entity
Spring cultivation$800k · 1 fund (Cathedral Restoration · GL 4001)
Online giving$1.0M · 2 funds (Cathedral Restoration · Music Ministry)
Bishop's Gala$200k · 1 fund (Cathedral Restoration)
Roll-up✓ $800k + $1.0M + $200k = $2.0M (matches campaign goal)
Team Edit →
Legal entityDiocese of Albany EIN 14-•••2401
SolicitorsSarah ReynoldsBridget McCarthyJulia Kelleher 3 assigned
Edit permissionsDev Directors only
Public pageYes — givecentral.org/cathedral-2026
On createLaunch email tomorrow 8 AM kickoff tasks "Identify 5 prospects" auto-created · due May 11
✓
All checks passed. GL codes are valid · solicitors have entity access · public URL is available · roll-up matches campaign goal. The campaign is ready to create.
Ready to create