We are accepting donations to a our current donor campaign through 2 different funds. One fund for the development department and one fund for donations included on ticket orders. Our issue is that if a patron submits a donation for a particular membership level then includes an additional donation on their order form later, then it does not attribute that new donation to the same membership record but instead creates a new one or changes the membership to the lowest level and the rest of their contributions are simply listed as an AVC. For the most part, these additional donations are just to round up their order, but every once in awhile it will bump them up to a new membership level and we have to manually edit the database in order to get this membership record to reflect both donations, but then the membership is only associated to a single contribution. I have looked through the development setup documentation for membership setup and haven't found any useful information on how to deal with this issue. Anyone else use 2 different funds for a single membership organization? And if so how do you get multiple donations from different funds to update a single membership record?
Just some background, so you know why we use 2 different funds. Our donor organization uses a different bank than we do. We tried for 9 months to no avail to get a merchant account setup so that Element could process these payments to their bank instead of ours, but their credit processor was giving us the run around so we gave up. For that reason our development department sends all their donations directly to this bank, but donations submitted on ticket orders are sent to our organization's bank with its own GL account and then we reconcile at the end of the month with our donor organization. For that reason we use 2 different funds so we can reconcile our the money in that GL with what was report in Tessitura.
Hi Jesse,
Are you using the same membership organization and do you have ranged levels? We have two different funds and campaigns for our high and lower level donors but the same membership organization and they work together fine.
Ann
Hi, Jesse:
We have at least 10 funds that all stream into one membership organization. The membership is controlled at the Campaign level. So as long as your funds are going to the same campaign, you should be OK.
Donations that come in through the Ticketing module don’t have all the acknowledgment and membership upgrade options available to you in the Contributions module.
The only contributions we’ve ever allowed to be processed through ticketing are those below a certain amount (I think it was $250) that were going into an account with no existing active membership. All donations from Ticketing that were to accounts that had an existing active membership, and all online donations, went on account to be processed by Development.
Lucie
______________________________Lucie SpielerIT Development and Training Manager
Florida Grand Opera
Hi Lucie.
Do guys allow patrons to make donations online when they renew? With payment plans? We are trying payment plans for the first time with renewals. We typically have the funds go on account and it is then moved to the fund desired by development. Our payment plans setup isn't including the donation in testing. Any thoughts?
Thanks in advance.