Hi
We are in the midst of creating a formal policy to handle the dissolution of households and are wondering how other organizations handle this. Our main questions have to do with the following:
1. How much information do you need before breaking apart a household?
2. Which partner retains the donation and ticket history?
a. A main point of concern for San Francisco Opera is who keeps the subscription seats. Our subscribers can renew into their same seats year after year.
3. How are you interacting with the partner who does not keep the transactional history? As a new patron? As a long-time patron? How do you track this?
Our thought is to give the transactional history to the patron making the request (with the caveat being if they were just recently added to the account, the partner associated with the account for longer would retain the history) and if we don’t have new contact information for the partner being spun off the account marking that account as do not solicit until we get additional contact information. Is anyone doing anything different? I am particularly interested in hearing if any organizations are not giving anyone the history and starting each partner with a new account.
ThanksJess Levy
San Francisco Opera
415-565-3283
We do the same thing here at the AT&T Performing Arts Center in our consortium as Matthew does.
Teresa L Dean | Tessitura Systems Director | AT&T Performing Arts Center
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Matthew Echert Sent: Tuesday, February 11, 2014 1:06 PM To: Teresa Dean Subject: RE: [Tessitura Development Forum] Dissolving Households
For what it's worth, I've been leaving the household account intact and separate, with the person we have a stronger relationship with still on it and the other person affiliated as ex-spouse. We had a couple of donors we knew to have separated, but they later decided to reconcile. (Apparently. We think.)