We are thinking about making use of gift memberships. I am able to create a gift membership, but have not yet figured out a way to pull a list of just those people who have recieved gift memberships.
I thought that the "benefit holder" checkbox might get checked when a person recieved a gift membership, but that doesn't seem to be happenning. Does the "benefit holder" checkbox have to get manually updated?
Gift membership can be identified by the creditee type. When a gift membership entered made the Benefactor field in the membership record is completed when gift membership is entered.
A benefit holder membership record is typically a manually entered record – which the Benefactor and Benefit Holder field are complete by the data entry person – (Fdn & Corp giving benefits to its folks). Benefit holder check distinguishes paid membership and not. Renewal notices are not pulled for records with the check.
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Jane Voytek Sent: Wednesday, November 11, 2009 6:23 PM To: McKinley, Leslie Subject: [Tessitura Development Forum] How to identify gift memberships? How does the "benefit holder" box get checked?
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Jeri brings up another good point – check the documentation because the first four renewal efforts pull data for the renewal to be sent to the Gift donor and the last 2 efforts send the effort to the Gift recipient. At least that is how the efforts were originally set up – so check your documentation.
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Jeri Henderson Sent: Thursday, November 12, 2009 9:07 AM To: McKinley, Leslie Subject: RE: [Tessitura Development Forum] How to identify gift memberships? How does the "benefit holder" box get checked?
We have a membership level for gift memberships. This gives the ability to pull recipient lists using List Manager or the Membership Details report, include/exclude for renewals, etc. This works well for our purposes.
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Jane Voytek Sent: Wednesday, November 11, 2009 6:23 PM To: Jeri Henderson Subject: [Tessitura Development Forum] How to identify gift memberships? How does the "benefit holder" box get checked?