Splitting contribution over 2 years

-----Original Message-----
From: Tessitura Development Forum on behalf of Claire Burrell-McDonald
Sent: Mon 24/08/2015 17:44
To: Michelle Gallagher
Subject: Re: [Tessitura Development Forum] Splitting contribution over 2 years

Hi Michelle,

We have had a number of gifts of this type and the way we dealt with it was to set up a separate fund marked 'prepaid' within each campaign; so half went to the current year's fund and half went to the prepaid fund.

As regards processing and acknowledgements, we would usually process in a lump sum so that the tax receipt reflected his entire gift, then go back and adjust the transactions to be split between the funds.

Let me know if you have any questions.

Claire

From: Michelle Gallagher
Sent: 5/28/2015 4:52:22 PM


Hi all. We have a constituent who has generously donated a lump sum to be used for our youth orchestra chair programme for one particular musician. He has given us enough for two years and would like it to span across the two years and be acknowledged for half each year. Is there a way to process this in one go in Tessitura, or is the best way to simply put it into his on-account fund and set a reminder against his record to put through the next donation in a year's time? Thank you for your help!




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-----Original Message-----
From: Tessitura Development Forum on behalf of Claire Burrell-McDonald
Sent: Mon 24/08/2015 17:44
To: Michelle Gallagher
Subject: Re: [Tessitura Development Forum] Splitting contribution over 2 years

Hi Michelle,

We have had a number of gifts of this type and the way we dealt with it was to set up a separate fund marked 'prepaid' within each campaign; so half went to the current year's fund and half went to the prepaid fund.

As regards processing and acknowledgements, we would usually process in a lump sum so that the tax receipt reflected his entire gift, then go back and adjust the transactions to be split between the funds.

Let me know if you have any questions.

Claire

From: Michelle Gallagher
Sent: 5/28/2015 4:52:22 PM


Hi all. We have a constituent who has generously donated a lump sum to be used for our youth orchestra chair programme for one particular musician. He has given us enough for two years and would like it to span across the two years and be acknowledged for half each year. Is there a way to process this in one go in Tessitura, or is the best way to simply put it into his on-account fund and set a reminder against his record to put through the next donation in a year's time? Thank you for your help!




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!