Hi there,
We have a donation from a group of people to dedicate a seat in memory of a friend of theirs.
I was just wondering how other people record donations like this on Tessitura? So far we've considered:
I'm most in favour of the last one because it seems to be the easiest way for other people to track down the donation in the future (i.e. no one but me will have access to information like who the main contact for the donation was, but people will always refer to the person that the donation was made in memory of).
I hope this makes sense.
Any insights into what other people do and why would be really helpful.
Many thanks,
Amy
Hi, Amy:
We don’t own a theater, so this topic is just theoretical for us. How about a combination: Set up an account for your deceased honoree and put the donations the accounts of the people making them and soft-credited to the honoree. That way, your gift acknowledgments go to the correct people, and the seat, with however you note seat name in an account (whether performance, program, attribute, or note) shows up in the correct account.
Lucie
______________________________ Lucie Spieler Florida Grand Opera
Hi Lucie,
Thanks so much for your reply. This suggestion makes a lot of sense.
I hope this isn't a totally stupid question: - when you say "soft credit" the donation to the honoree, how would you go about doing this?
Hi again!
http://www.tessituranetwork.com/Help_System/Default_Left.htm#CSHID=Contribution_Processing|StartTopic=Content%2FContribution%20Processing%2FContribution%20Processing.htm|SkinName=TN Skin
Here's the Tess help page for contribution entry. The "Matching/Credit" tab is where soft credit information is entered during gift entry.
Sorry I'm very late in getting back to you and saying thanks so much! Really helpful!
Jonathan, we are looking right now at how to track "in memory" gifts. If I'm understanding what you said correctly, if you process the contribution under Person A (the contributor) you are then able to go and do a "soft credit" (new term to me) to Person B (the in memory of person).
A couple quick questions: 1) is that two separate transactions? Or can you do it all at once? 2) Can you pull a report each month for those "soft credit" entries so you could (for example) send notification to the family (if requested)? Thanks so much!