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Tracking Board Dues

Brad Watkins
$organization

Hello,

I am looking for any suggestions on how to track board dues through Tessitura.  This is a yearly fee that each board member pays to cover costs of meetings, snacks, coffee, etc.  This is not considered a donation and we do not want it to show up in their donation history. 

Any ideas on what I should do with this?

 

Brad

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  • Former Member
    Former Member $organization

    Brad,

    In my opinion this is best managed as a campaign.  Yes, it will show up in their Contributions history, but the functionality it opens up can be really useful, such as processing, reconciling to finance, billing, acknowledging, even solicitations.

    A different naming convention for non-charitable contribution campaigns and Elevated Events helps differentiate these transactions from true donations in the Contribution history, if that helps.

    ~Adam Runions

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  • Former Member
    Former Member $organization

    Brad,

    In my opinion this is best managed as a campaign.  Yes, it will show up in their Contributions history, but the functionality it opens up can be really useful, such as processing, reconciling to finance, billing, acknowledging, even solicitations.

    A different naming convention for non-charitable contribution campaigns and Elevated Events helps differentiate these transactions from true donations in the Contribution history, if that helps.

    ~Adam Runions

Children
  • $organization in reply to Former Member

    Thanks, Adam!  I’ll think about that.


    Could you clarify “a different naming convention…” a bit, please?

     

    Brad

     

    Brad A. Watkins

    Operations Manager

     

    Opera Omaha

    1625 Farnam St. Suite 100

    Omaha, NE  68102

    Phone:  402-346-4398 x204

    NOTE:  NEW CELL #  402-238-1306

    Fax:  402-346-7323

    bwatkins@operaomaha.org 

     

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    Click operaomaha.org or Call 346-7372

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Adam Runions
    Sent: Tuesday, September 08, 2009 3:47 PM
    To: Brad Watkins
    Subject: Re: [Tessitura Development Forum] Tracking Board Dues

     

    Brad,

    In my opinion this is best managed as a campaign.  Yes, it will show up in their Contributions history, but the functionality it opens up can be really useful, such as processing, reconciling to finance, billing, acknowledging, even solicitations.

    A different naming convention for non-charitable contribution campaigns and Elevated Events helps differentiate these transactions from true donations in the Contribution history, if that helps.

    ~Adam Runions

    From: Brad Watkins <bounce-bradwatkins4671@tessituranetwork.com>
    Sent: 9/8/2009 2:39:04 PM

    Hello,

    I am looking for any suggestions on how to track board dues through Tessitura.  This is a yearly fee that each board member pays to cover costs of meetings, snacks, coffee, etc.  This is not considered a donation and we do not want it to show up in their donation history. 

    Any ideas on what I should do with this?

     

    Brad




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