Making a 2nd membership donation to an annual campaign? Any helpful suggestions to share the process used in making additional contribution to an account? Can we use the same appeal/source code as the initial gift?
Reporting, how do we make sure the membership level is updated to new level and reporting will generate both gifts, and still count as one donor.
Are there canned reports you find most helpful in Development use, or have you had customized reporting done?
We are all new and searching tips other Development folks have found to be helpful.
Thanks for any assistance.
Donna Seefeld
Lied Center for Performing Arts
Lincoln, NE
If you have have your membership levels set up as ranges and not fixed prices Tessitura should upgrade them automatically. For reporting you do need to watch out for 'gifts' versus 'donors'. We use the Campaign Revenue Detail Report to track where we are in the year, but it counts contributions and not donors. For donors it's easiest to generate a list of constituents with your campaign year. If they have two gifts, they will still only be on the list once.
I wouldn't recommend using the same source as the renewal gift. We have an outside source of Unsolicited additional gift for gifts we don't ask for. We also send an additional gift ask that is promoted separately so we know that's where the gifts are coming from.
Ann