Dear colleagues,
I am trying to identify a mechanism in Tessitura whereby I can set up a record of recurrent contributions (that at times attract unusual or irregular payment schedules). To the best of my investigations to date via the system and this network, the pledge application would best service my needs, however in this specific circumstance I do not have an end date for these gifts (so I cannot establish a payment 'period' or 'pledge total' for the gift), nor do I wish to set up automatic payments on these.
I'm stumped as to how I can have this record of recurrent giving in Tessitura. Any assistance you could provide, or a direction you could point me in, would be greatly appreciated.
Regards,
Phil
Queensland Symphony Orchestra
phil.petch@qso.com.au
Hi Phil,
I'm searching through these forums for a similar thing. We're thinking about starting a monthly giving program, so I'm researching the logistics. So far it seems most organizations are processing it the same way of which I thought - building pledges for each campaign year-by-year. The key issue is permanence. With human error and inevitable turnover, I was hoping this could be an automated thing. I guess it will just have to rely on solid documentation.
Just curious, with the irregular payment schedules you were referencing, were you able to implement something? Would you be able to share the parameters of your program and solutions you've come up with over the last few months?
Thank you,
Tony Dixon ;})
Hi Tony,
After further investigation we've made the decision to set up these gifts as pledges in our system, with payment schedules applicable only for the term of the campaign regardless of any irregularity in the payment schedules. We don't have a significant number of these at present, so the administration of them isn't too complex.
I can't comment on anything relating to the membership update utility that Lisa and Laura made mention of - as we are yet to utilise the membership module in Tessitura.
Kind Regards, Phil