Greetings,
I'm working with our Development team to determine a few business rules for a new donor program.
We'd like to automate gift renewals for certain segments and are curious about how other institutions have configured this process in Tessi and what the practical execution might look like.
That's a huge request of course with a myriad of factors to consider, so to keep it simple I've tried to distill it down to 3 questions:
1. Assuming that donors can join at any time and benefits expire one year from the gift date, how often are renewal requests executed (via email/mail)? Daily batches- Just prior to each individual expiration date? Weekly batches by exp date? Quarterly batches by exp date?
2. Based on your experience, is there a particular "configuration" for gift renewals that works best in tessitura? Anything that you've tried that you'd recommend we avoid?
3. Are there affordable consulting resources that you've used (tessitura or otherwise) that you would recommend?
Any input at all would be deeply appreciated.
Best,
David
dsteffen@bard.edu
Hi David,
In response to #1,
We set our memberships to start the first day of the next month, and therefore they expire on the last day of the month in a year from the month they gave initially. We group memberships by month of expiration and use the Membership Renewal report to create various monthly renewal appeals. We send renewal letters the month prior to expiration, a reminder the month after expiration, and a final request two months after expiration. We also started sending renewal emails 6 weeks before expiration.
Let me know if you want more explanation/details of our processes.
Odele,
Fantastic - gives me a solid idea of how you structure this process at your org.
Many thanks!