Matching Gifts

Because we have not found a way to include soft credits in reports for an individual’s donor history or current giving, we actually book the matching gift on the individual’s record and soft credit the matching gift  and extensive notes to account for the entry -- to accommodate the Tessitura reporting structure.   While this is not a ‘best practices’ approach, it is a donor-centered approach which guides our internal business practices as most donors want the matching gift to be credited to their giving history/giving membership level totals.  Other fundraising software programs allow you to select what types of contributions you want included in giving totals – gifts, pledges, soft credits – I have not found this ability in Tessitura – or I do not know that this exists as an option for reporting. Maybe others have found ways without having to write customized SQL formulas.

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Suzanne Weeldreyer
Sent: Monday, April 11, 2016 11:56 AM
To: Laura Chaney
Subject: [Tessitura Development Forum] Matching Gifts

Wondering if anyone can share how they set up matching gift processes in Tessitura. We're very new and I'm not sure we're utilizing this functionality correctly.

I'm interested in how you process a matching gift and how you report on those. I really want to see all of those gifts reflected in the total giving of a donor, not the company. But, I think the documentation states that most reports don't do that!

Thanks!

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Because we have not found a way to include soft credits in reports for an individual’s donor history or current giving, we actually book the matching gift on the individual’s record and soft credit the matching gift  and extensive notes to account for the entry -- to accommodate the Tessitura reporting structure.   While this is not a ‘best practices’ approach, it is a donor-centered approach which guides our internal business practices as most donors want the matching gift to be credited to their giving history/giving membership level totals.  Other fundraising software programs allow you to select what types of contributions you want included in giving totals – gifts, pledges, soft credits – I have not found this ability in Tessitura – or I do not know that this exists as an option for reporting. Maybe others have found ways without having to write customized SQL formulas.

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Suzanne Weeldreyer
Sent: Monday, April 11, 2016 11:56 AM
To: Laura Chaney
Subject: [Tessitura Development Forum] Matching Gifts

Wondering if anyone can share how they set up matching gift processes in Tessitura. We're very new and I'm not sure we're utilizing this functionality correctly.

I'm interested in how you process a matching gift and how you report on those. I really want to see all of those gifts reflected in the total giving of a donor, not the company. But, I think the documentation states that most reports don't do that!

Thanks!

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!