Hi,
This isn't so much a Tessitura question and it's more of an organizational question regarding program names. I'm wondering if anyone is willing to share their guidelines as to what gets "counted" in your program names. At Pacific Symphony, we're trying to come up with some strict guidelines as to what counts and I would love to see what other organizations are doing!
For example, for your annual fund donors, will you include money received for elevated events as part of annual giving? Do you count endowment and capital campaign money received or do you have a separate listing for these people? Do you count volunteer support group membership money?
Hi Christopher,
We have separate lists for our endowment donors as well as for various special campaigns. We don't include money from elevated events--our annual fund donors are grouped based on membership level and elevated events don't affect memberships.
However you end up doing it, I've found it's useful to spell out in your donor listings what your criteria are ("these listings reflect annual fund gifts made between July 1, 2013 and...") to cut down on donor confusion a little.
Hope that helps!