Fixing Membership Levels

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.

Parents
  • 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.)

Reply
  • 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.)

Children
No Data