We have a regular supporter who has made a one-time, restricted, strictly anonymous gift. How do other organizations handle donors who want some gifts to be anonymous and some to be publicly acknowledged? With only this one case, I'm sure we can manage it manually if needed, but some "best practice" ideas would be great!
Here are some scenarios we have and how we've worked them out.
We have donors who give to our annual fund and our education fund and want to be listed by name in one listing and anonymously in another so we have different program name listing types to record their listing preferences by purpose.
We also have some donors who give to just one fund and want some of their gifts to be anonymous, having their name recognition listed at a lower amount than their total giving. For these we put a note in their membership and change the donation level of their program name type to the level they would like to be listed at publicly.
We have other donors who give through several channels and some of those are listed by name and others are anonymous or even by a slightly different name. For these we have separate records for each giving channel and have the preferred name listing recorded in each record so that when we pull program name listings by record we get the correct listing - this also means that we are able to pull and list the donor by name in one level and as anonymous at another in the same listing. We do have to look at this periodically to make sure we are still recording and listing everything correctly so it does take some review.
I've been considering also making separate program name types for IMO and IHO as we have some donors who wish to be listed as anonymous in our full listing but want their name to appear in the IMO or IHO section where we don't list the dollar amounts.
There have been a couple of one-offs where I have needed to record a donor by name at a lower level than they actually give AND as anonymous at the level of their total giving within the same fund listing so for lack of a better procedure, and because it was just a one-off, I've added "and Anon at $100K" to their name listing and/or Sort Name so that when I've pulled the list and am reviewing I will be reminded to make this manual addition. It's not the best scenario but at lease this way it is in Tessitura and not just living in someone's brain.
I hope some of this is helpful and not just me rambling on.
Laurel
Hi Katie,
We have a few listing types for significantly different listings (annual giving, legacy giving, special campaign giving). The latter two are rarely changing - all the nuance is involved with the first. If it's a very specialized type of request, we add notes in (parenthesis) inside their regular listing. I probably have only 2 such instances.
Our program listings include annual and event support, whereas donor benefits are solely for annual giving. To manage that we have separate values (attributes is our mechanism) for donor listings and donor benefits. It's been very helpful in managing people who want to be listed at something different than their giving level, as the values are not dependent on one another.
MeganSeattle Symphony
I like the idea of using listing types for this. Thanks!