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!
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
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
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