Tracking 3 annual fund asks

To me this sounds like something that could normally be accomplished with sources, but then a lot of folks seem to bend sources to other uses (since they’re easily manually manipulatable later in the process).

John Trimble
Data and Prospect Manager
Dallas Symphony Orchestra
Morton H. Meyerson Symphony Center
Schlegel Administrative Suites
2301 Flora Street
Dallas, Texas 75201-2413

214-871-4041 - phone
214-981-2988 - fax

j.trimble@DalSym.com
www.MyDSO.com

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Tony Exler
Sent: Friday, August 22, 2014 1:45 PM
To: John Trimble
Subject: [Tessitura Development Forum] Tracking 3 annual fund asks

Hello,

Our Sr. Dir of Development is wanting to track the 3 ask amounts that we would use all season in direct mail for each donor/prospect.  For example when we offer a choice for a donor to give $50,  $125 or  $250, we want to track these 3 amounts each year in Tessitura and analyze how their giving correlates with these 3 amounts.  Does anyone have a process like this?  I was thinking about creating a "hack" using solicitations, but there are a slew of issues around that.  

Happy to hear any thoughts around this.

Thanks!

Tony Exler

Dir. of Data Standards

Nashville Symphony

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I agree with John,

Having a source code for each of the ask amounts with the final gift entered in the solicitations would work. You can then pull the final totals using revenue by source & appeal to make lovely charts & graphs.

BTW, had a great time in Dallas, John!

To me this sounds like something that could normally be accomplished with sources, but then a lot of folks seem to bend sources to other uses (since they’re easily manually manipulatable later in the process).

John Trimble
Data and Prospect Manager
Dallas Symphony Orchestra
Morton H. Meyerson Symphony Center
Schlegel Administrative Suites
2301 Flora Street
Dallas, Texas 75201-2413

214-871-4041 - phone
214-981-2988 - fax

j.trimble@DalSym.com
www.MyDSO.com

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Tony Exler
Sent: Friday, August 22, 2014 1:45 PM
To: John Trimble
Subject: [Tessitura Development Forum] Tracking 3 annual fund asks

Hello,

Our Sr. Dir of Development is wanting to track the 3 ask amounts that we would use all season in direct mail for each donor/prospect.  For example when we offer a choice for a donor to give $50,  $125 or  $250, we want to track these 3 amounts each year in Tessitura and analyze how their giving correlates with these 3 amounts.  Does anyone have a process like this?  I was thinking about creating a "hack" using solicitations, but there are a slew of issues around that.  

Happy to hear any thoughts around this.

Thanks!

Tony Exler

Dir. of Data Standards

Nashville Symphony

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!

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!