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Fixing Membership Levels

Brian O'Neill
$organization

I should be able to pull a quick report to find our current donors based on level, but the results are not accurate. I believe they are pulling from funds that it shouldn't (such as elevated events and donated tickets). I'm looking for advice on how best to set up our membership levels so that when I'm asked how many members we have at a certain level I can easily report on that.

  • $organization

    Hi Brian,

    If your membership set-up isn't serving this data need, you will probably need to build a custom report. We hired Klearsky to write one for us that has functioned great. We look at gifts made to specific funds by fiscal year, rather than rolling 12-month period, so it was inexpensive to set up the logic.

    Megan
    Seattle Symphony

  • Former Member
    Former Member $organization

    Brian,

    How are you pulling your info currently? Off the top of my head, I don't think money entered to an elevated event gets applied toward a membership. I don't know how you're tracking donated tickets, but you could set up a separate campaign that's not tied to your membership organization if it's an issue. This is how we handle gifts-in-kind. Only our Annual Fund campaigns are associated with our main Membership Organization. (Which doesn't make memberships easy, just easier.)

  • $organization

    Thanks for the replies everyone, will take a better look at the funds/campaigns. I'm also having issue with dates - the membership not turning off properly even after the previous gift is over two years old. Will definitely have to read up a bit on this. Most of my experience in Tessi has been on the ticketing side, not development.

  • Former Member
    Former Member $organization in reply to Brian O'Neill

    Your issue with memberships not expiring properly may have to do with the Membership Update Utility not running. This report needs to be scheduled to run regularly--we do it nightly. If you don't have it scheduled, or if your report server isn't working, that might be the issue there.

  • $organization
    Alternatively, you would need to examine your membership setup and which funds are tying to a campaign that triggers a membership. This gets complicated, but the gist as I understand it is:

    - Money is put on a certain fund
    - Each fund is tied to a certain campaign for each fiscal year (different funds can be tied to different campaigns, but each fund can go to only one campaign)
    - Each campaign is set to either create memberships or not create memberships

    So when a gift is given, the system goes through the following logic:
    Which fund is it on? --> Which campaign is it on? --> Does that campaign say that you should create memberships from it? --> 1) If not, no membership is created. 2) If the campaign does say to create memberships, then it looks at your membership organization to see what dollar level the gift is at, which determines which level of membership gets created.

    Keep in mind that you can have different funds go to the same GL number. I have a bunch of different funds that all go to the same GL, just so I can do more detailed break-outs in my reports but Accounting still gets all the money in the right place. In theory, it sounds like what you need is some funds for some of those "extra" things, like events and donated tickets, which do NOT tie to a membership-creating campaign. Then your numbers should line up.

    Beth

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    From: "Megan Hall" <bounce-meganhall6920@tessituranetwork.com>
    To: evarro@smm.org
    Sent: Tuesday, August 25, 2015 12:00:20 PM
    Subject: Re: [Tessitura Development Forum] Fixing Membership Levels

    Hi Brian,

    If your membership set-up isn't serving this data need, you will probably need to build a custom report. We hired Klearsky to write one for us that has functioned great. We look at gifts made to specific funds by fiscal year, rather than rolling 12-month period, so it was inexpensive to set up the logic.

    Megan
    Seattle Symphony

    From: Brian O'Neill <bounce-brianoneill8854@tessituranetwork.com>
    Sent: 8/24/2015 11:18:58 AM

    I should be able to pull a quick report to find our current donors based on level, but the results are not accurate. I believe they are pulling from funds that it shouldn't (such as elevated events and donated tickets). I'm looking for advice on how best to set up our membership levels so that when I'm asked how many members we have at a certain level I can easily report on that.




    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!
  • $organization
    Are you running the membership update utility? If not, memberships will not move from Active to Inactive or any other status. You might just need to spend some time in the documentation, or else do a little Tessitura consulting time to get everything set up correctly. There are a lot of moving pieces - it's easy to miss something! Good luck!

    Beth

    *   *   *   *   *
    How do astronauts get to space? How do they eat, sleep, and do research in a weightless environment? And how do they go to the bathroom? Find out at the world premiere Space exhibition, only at the Science Museum of Minnesota until September 7! Visit smm.org/space to plan your visit today.

    From: "Brian O'Neill" <bounce-brianoneill8854@tessituranetwork.com>
    To: evarro@smm.org
    Sent: Tuesday, August 25, 2015 2:47:13 PM
    Subject: Re: [Tessitura Development Forum] Fixing Membership Levels

    Thanks for the replies everyone, will take a better look at the funds/campaigns. I'm also having issue with dates - the membership not turning off properly even after the previous gift is over two years old. Will definitely have to read up a bit on this. Most of my experience in Tessi has been on the ticketing side, not development.

    From: Brian O'Neill <bounce-brianoneill8854@tessituranetwork.com>
    Sent: 8/24/2015 11:18:58 AM

    I should be able to pull a quick report to find our current donors based on level, but the results are not accurate. I believe they are pulling from funds that it shouldn't (such as elevated events and donated tickets). I'm looking for advice on how best to set up our membership levels so that when I'm asked how many members we have at a certain level I can easily report on that.




    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!