We have a gift from a family foundation that is to be used to renew the memberships for 2 family members with separate records and the entire gift must be credited to both members. If we use the gift to assign a membership to one family member, we cannot soft credit the gift to the other family member. We are hesitant to combine the individuals into a household because they give separately and we would like our reporting to reflect their individual gifts.
We have considered soft crediting the gift to both parties without assigning a membership, then adding the membership manually to each record but they are also renewing early and Tessitura doesn't allow us to add a new membership when a current membership already exists in that organization. If we manually add the membership, it also means we cannot link the membership to the gift. The fund also triggers a membership, so it will look like the foundation owns the membership; can this be avoided by clicking the "decline benefits" box?
Has anyone else run into this problem? We would be interested to know how you resolved it.
Thank you,
Carolyn Brown
Membership Coordinator
Wadsworth Atheneum Museum of Art
Hi Carolyn,
Yes, we have the same problem with a couple family foundations and a corporate matching gift program. The best way seems to be soft crediting to both accounts. You will have to go into the member records, deactivate the memberships, and add new ones. You can add them and then manually adjust the dates to be longer than your usual to cover their extra months. (If they were due to expire at the end of May, you can add a new one starting this month and ending in May 2017.) Just add some notes to explain to anyone looking at it in the future. You will have to go delete the membership that was automatically created on the foundation record. (I strongly recommend delete and not deactivate on the foundation/corporate record or it gets messy later.)
Ann
Hi Ann,
Thank you so much! This is very helpful and we will give it a shot.
Best,
Carolyn