Tracking Board Dues

Brad

I think you would want to set up a fund code to track the donations and then perhaps a source code each year.  We have something like that here at the Met. I have a Misc. Campaign into which such funds are posted. 

You say you don’t want it in their donation history but I would think you would want it each record so can track which Board members have given and then exclude in reports by not selecting the campaign or fund code.  

The other way you might do this is to use the soft credit function.  Use one creditee type that you already have or make up a new one.   You would then post in the donor records but soft credit to a single record (You could set up a  record “Our Board Expenses” (you name it))  and post all the gifts there but soft credit to the giver.  This way you can limit/exclude again from reports and still pull reports as needed.     Also the person monitoring can go to this record and scroll to the right and see all the items and givers.

Though they were considered donations we did the soft credit last year when board members underwrote weekend rush tickets.  Management wanted to see all the money in one place and we did not want the ticket purchases to be part of the donor records.  So the BO pulled all the tickets from a single record where all underwriting was posted.

If you really don’t want any appearance in the board members record.  Create a source code for each board member and post all in a single record using the appropriate source code (Appeal can be by year).  Then the monitoring can be checking that all source codes appear.

Leslie

Hi Brad.  Putting it in its own campaign would work and then you could just exclude it from your giving reports.  If you want to keep it our of giving all together, you may want to consider using the ticketing fees. 

Brad

I think you would want to set up a fund code to track the donations and then perhaps a source code each year.  We have something like that here at the Met. I have a Misc. Campaign into which such funds are posted. 

You say you don’t want it in their donation history but I would think you would want it each record so can track which Board members have given and then exclude in reports by not selecting the campaign or fund code.  

The other way you might do this is to use the soft credit function.  Use one creditee type that you already have or make up a new one.   You would then post in the donor records but soft credit to a single record (You could set up a  record “Our Board Expenses” (you name it))  and post all the gifts there but soft credit to the giver.  This way you can limit/exclude again from reports and still pull reports as needed.     Also the person monitoring can go to this record and scroll to the right and see all the items and givers.

Though they were considered donations we did the soft credit last year when board members underwrote weekend rush tickets.  Management wanted to see all the money in one place and we did not want the ticket purchases to be part of the donor records.  So the BO pulled all the tickets from a single record where all underwriting was posted.

If you really don’t want any appearance in the board members record.  Create a source code for each board member and post all in a single record using the appropriate source code (Appeal can be by year).  Then the monitoring can be checking that all source codes appear.

Leslie

Hi Brad.  Putting it in its own campaign would work and then you could just exclude it from your giving reports.  If you want to keep it our of giving all together, you may want to consider using the ticketing fees.