Donor Level Memberships- Rolling vs. Fixed

Hi everyone!

We are trying to decide whether we should set up our donor levels in Tessitura as Rolling or Fixed memberships.  I am curious to hear what other organizations are doing, and what the pros/cons are for each method?

It seems that rolling memberships would make it easier to track benefits, and fixed would be easier for pulling our annual program listing (which lists everyone that contributed from August 1st through July 31st - our fiscal year).

Thank you for your help!

Parents
  • Former Member
    Former Member $organization

    I definitely vote for rolling since it is so much easier to administer. Otherwise you are always calculating pro-rata dues for new members who are paying for a partial year.

     

    You can easily pull reports from Tessy that show everyone who made a gift during the fiscal year.

     

    _______________

     

    Julie P. Hamre

    Finance Associate

    Strathmore Hall Foundation, Inc.

    5301 Tuckerman Lane

    North Bethesda, MD  20852-3385

    301.581.5136; fax 301.581.5201

    in office Monday-Tuesday-Thursday

    www.strathmore.org

     

    StarsLogo4C

     

    Support what you love. Strathmore Stars enjoy

    10% off Strathmore performance tickets, advance

    ticket purchase, discounts in the Shops at

    Strathmore and in Tea Room, and access to special events.

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Nicole Lee
    Sent: Tuesday, June 17, 2014 2:08 PM
    To: Julie Hamre
    Subject: [Tessitura Development Forum] Donor Level Memberships- Rolling vs. Fixed

     

    Hi everyone!

    We are trying to decide whether we should set up our donor levels in Tessitura as Rolling or Fixed memberships.  I am curious to hear what other organizations are doing, and what the pros/cons are for each method?

    It seems that rolling memberships would make it easier to track benefits, and fixed would be easier for pulling our annual program listing (which lists everyone that contributed from August 1st through July 31st - our fiscal year).

    Thank you for your help!




    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!

Reply
  • Former Member
    Former Member $organization

    I definitely vote for rolling since it is so much easier to administer. Otherwise you are always calculating pro-rata dues for new members who are paying for a partial year.

     

    You can easily pull reports from Tessy that show everyone who made a gift during the fiscal year.

     

    _______________

     

    Julie P. Hamre

    Finance Associate

    Strathmore Hall Foundation, Inc.

    5301 Tuckerman Lane

    North Bethesda, MD  20852-3385

    301.581.5136; fax 301.581.5201

    in office Monday-Tuesday-Thursday

    www.strathmore.org

     

    StarsLogo4C

     

    Support what you love. Strathmore Stars enjoy

    10% off Strathmore performance tickets, advance

    ticket purchase, discounts in the Shops at

    Strathmore and in Tea Room, and access to special events.

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Nicole Lee
    Sent: Tuesday, June 17, 2014 2:08 PM
    To: Julie Hamre
    Subject: [Tessitura Development Forum] Donor Level Memberships- Rolling vs. Fixed

     

    Hi everyone!

    We are trying to decide whether we should set up our donor levels in Tessitura as Rolling or Fixed memberships.  I am curious to hear what other organizations are doing, and what the pros/cons are for each method?

    It seems that rolling memberships would make it easier to track benefits, and fixed would be easier for pulling our annual program listing (which lists everyone that contributed from August 1st through July 31st - our fiscal year).

    Thank you for your help!




    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!

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