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Pulling IMO for Program Book

Adele Dillon
$organization

Hello!

I was wondering how other organizations are dealing with pulling In Memory Of gifts for their program books or for other recognition literature.  We have a soft credit set up to show IHO or IMO but I'm hesitant to start setting up "empty" profiles for deceased individuals just to be able to attach them to a gift.  How are others dealing with this issue?

Thanks!

Rose

The Joffrey Ballet

  • $organization

    Hi Rose

     

    We are doing just that – creating relatively blank records for deceased individuals so that we can attach them and have everything pull from Tessitura.  In our case, we are not needing to make that many records and we have FAR more duplicates created by patrons on the web than we will every create for IMO/IHO tracking.

     

    The other idea I’ve been toying with is creating new program name listing types of “In Memory of” and “In Honor Of” and then using that to record the full IMO/IHO recognition in the donor’s record.  Example: John Smith in memory of Jane Smith.  This way the full recognition listing can be pulled.  If you are doing this and not actually assigning a soft credit to another record, you still need a way to find these people.  Depending on how your campaign/fund/designation structure is set-up, you could make these gifts with a designation of IMO or IHO.  Or, if that doesn’t work, you could use a dedicated source so that you could still pull those gifts.  Just ideas.

     

    Laurel

    Cal Performances, UC Berkeley

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Rose Dillon
    Sent: Thursday, September 01, 2016 9:56 AM
    To: lskehen@calperformances.org
    Subject: [Tessitura Development Forum] Pulling IMO for Program Book

     

    Hello!

    I was wondering how other organizations are dealing with pulling In Memory Of gifts for their program books or for other recognition literature.  We have a soft credit set up to show IHO or IMO but I'm hesitant to start setting up "empty" profiles for deceased individuals just to be able to attach them to a gift.  How are others dealing with this issue?

    Thanks!

    Rose

    The Joffrey Ballet




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

  • $organization

    Hi Laurel!

     

    Thanks for the response!  I created a few “empty” profiles for already deceased individuals to see how pulling these people later would work out.  Just a follow up questions-when you create the profile for the deceased person are you leaving active with the status deceased or inactivating them?

     

    Thank you!

    Rose

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Laurel Skehen
    Sent: Thursday, September 01, 2016 12:29 PM
    To: Rose Dillon
    Subject: RE: [Tessitura Development Forum] Pulling IMO for Program Book

     

    Hi Rose

     

    We are doing just that – creating relatively blank records for deceased individuals so that we can attach them and have everything pull from Tessitura.  In our case, we are not needing to make that many records and we have FAR more duplicates created by patrons on the web than we will every create for IMO/IHO tracking.

     

    The other idea I’ve been toying with is creating new program name listing types of “In Memory of” and “In Honor Of” and then using that to record the full IMO/IHO recognition in the donor’s record.  Example: John Smith in memory of Jane Smith.  This way the full recognition listing can be pulled.  If you are doing this and not actually assigning a soft credit to another record, you still need a way to find these people.  Depending on how your campaign/fund/designation structure is set-up, you could make these gifts with a designation of IMO or IHO.  Or, if that doesn’t work, you could use a dedicated source so that you could still pull those gifts.  Just ideas.

     

    Laurel

    Cal Performances, UC Berkeley

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Rose Dillon
    Sent: Thursday, September 01, 2016 9:56 AM
    To: lskehen@calperformances.org
    Subject: [Tessitura Development Forum] Pulling IMO for Program Book

     

    Hello!

    I was wondering how other organizations are dealing with pulling In Memory Of gifts for their program books or for other recognition literature.  We have a soft credit set up to show IHO or IMO but I'm hesitant to start setting up "empty" profiles for deceased individuals just to be able to attach them to a gift.  How are others dealing with this issue?

    Thanks!

    Rose

    The Joffrey Ballet




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

  • $organization

    I’m leaving them active and marked as deceased.  This way if we need to change the name listing or anything else on the account we can.  If we inactivate it, no changes can be made.

     

    Glad I could be helpful!

    Laurel

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Rose Dillon
    Sent: Thursday, September 01, 2016 11:10 AM
    To: lskehen@calperformances.org
    Subject: RE: [Tessitura Development Forum] Pulling IMO for Program Book

     

    Hi Laurel!

     

    Thanks for the response!  I created a few “empty” profiles for already deceased individuals to see how pulling these people later would work out.  Just a follow up questions-when you create the profile for the deceased person are you leaving active with the status deceased or inactivating them?

     

    Thank you!

    Rose

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Laurel Skehen
    Sent: Thursday, September 01, 2016 12:29 PM
    To: Rose Dillon
    Subject: RE: [Tessitura Development Forum] Pulling IMO for Program Book

     

    Hi Rose

     

    We are doing just that – creating relatively blank records for deceased individuals so that we can attach them and have everything pull from Tessitura.  In our case, we are not needing to make that many records and we have FAR more duplicates created by patrons on the web than we will every create for IMO/IHO tracking.

     

    The other idea I’ve been toying with is creating new program name listing types of “In Memory of” and “In Honor Of” and then using that to record the full IMO/IHO recognition in the donor’s record.  Example: John Smith in memory of Jane Smith.  This way the full recognition listing can be pulled.  If you are doing this and not actually assigning a soft credit to another record, you still need a way to find these people.  Depending on how your campaign/fund/designation structure is set-up, you could make these gifts with a designation of IMO or IHO.  Or, if that doesn’t work, you could use a dedicated source so that you could still pull those gifts.  Just ideas.

     

    Laurel

    Cal Performances, UC Berkeley

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Rose Dillon
    Sent: Thursday, September 01, 2016 9:56 AM
    To: lskehen@calperformances.org
    Subject: [Tessitura Development Forum] Pulling IMO for Program Book

     

    Hello!

    I was wondering how other organizations are dealing with pulling In Memory Of gifts for their program books or for other recognition literature.  We have a soft credit set up to show IHO or IMO but I'm hesitant to start setting up "empty" profiles for deceased individuals just to be able to attach them to a gift.  How are others dealing with this issue?

    Thanks!

    Rose

    The Joffrey Ballet




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

  • $organization

    For program listings and such we use one of the spots in the Custom Data section of the contribution record and enter the listing in there. Our IT peeps made a report to pull the data from that field so we can pull based on date. I’ll add a couple of screen shots, but if they do not come through, send me an email if you want more information.

     

    Michael Joyal
    Direct 204 954 6411

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Rose Dillon
    Sent: September-01-16 11:54 AM
    To: mjoyal@royalmtc.ca
    Subject: [Tessitura Development Forum] Pulling IMO for Program Book

     

    Hello!

    I was wondering how other organizations are dealing with pulling In Memory Of gifts for their program books or for other recognition literature.  We have a soft credit set up to show IHO or IMO but I'm hesitant to start setting up "empty" profiles for deceased individuals just to be able to attach them to a gift.  How are others dealing with this issue?

    Thanks!

    Rose

    The Joffrey Ballet




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

  • $organization
    Hi Michael!

    This is so interesting, your Custom Data tab looks a lot different than our but the custom report sounds like a good way to go so we can get quick information. Thanks for the screen shots! I'm going to show our IT person and I'll email you back if he has any questions.
    Thanks so much!
    Rose

    -----Original Message-----
    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Michael Joyal
    Sent: Thursday, September 01, 2016 2:47 PM
    To: Rose Dillon
    Subject: RE: [Tessitura Development Forum] Pulling IMO for Program Book

    Attachment: tribute1.jpg---------- Original Message ----------From: Michael Joyal Sent: 9/1/2016 7:21:37 PM For program listings and such we use one of the spots in the Custom Data section of the contribution record and enter the listing in there. Our IT peeps made a report to pull the data from that field so we can pull based on date. I’ll add a couple of screen shots, but if they do not come through, send me an email if you want more information. Michael Joyal Direct 204 954 6411 From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Rose Dillon Sent: September-01-16 11:54 AM To: mjoyal@royalmtc.ca Subject: [Tessitura Development Forum] Pulling IMO for Program Book Hello! I was wondering how other organizations are dealing with pulling In Memory Of gifts for their program books or for other recognition literature. We have a soft credit set up to show IHO or IMO but I'm hesitant to start setting up "empty" profiles for deceased individuals just to be able to attach them to a gift. How are others dealing with this issue? Thanks! Rose The Joffrey Ballet This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!


    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums.

    In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!
  • $organization
    Great! Glad to help!

    Michael Joyal
    Direct 204 954 6411

    -----Original Message-----
    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Rose Dillon
    Sent: September-01-16 3:18 PM
    To: mjoyal@royalmtc.ca
    Subject: RE: [Tessitura Development Forum] Pulling IMO for Program Book

    Hi Michael!

    This is so interesting, your Custom Data tab looks a lot different than our but the custom report sounds like a good way to go so we can get quick information. Thanks for the screen shots! I'm going to show our IT person and I'll email you back if he has any questions.
    Thanks so much!
    Rose

    -----Original Message-----
    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Michael Joyal
    Sent: Thursday, September 01, 2016 2:47 PM
    To: Rose Dillon
    Subject: RE: [Tessitura Development Forum] Pulling IMO for Program Book

    Attachment: tribute1.jpg---------- Original Message ----------From: Michael Joyal Sent: 9/1/2016 7:21:37 PM For program listings and such we use one of the spots in the Custom Data section of the contribution record and enter the listing in there. Our IT peeps made a report to pull the data from that field so we can pull based on date. I’ll add a couple of screen shots, but if they do not come through, send me an email if you want more information. Michael Joyal Direct 204 954 6411 From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Rose Dillon Sent: September-01-16 11:54 AM To: mjoyal@royalmtc.ca Subject: [Tessitura Development Forum] Pulling IMO for Program Book Hello! I was wondering how other organizations are dealing with pulling In Memory Of gifts for their program books or for other recognition literature. We have a soft credit set up to show IHO or IMO but I'm hesitant to start setting up "empty" profiles for deceased individuals just to be able to attach them to a gift. How are others dealing with this issue? Thanks! Rose The Joffrey Ballet This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!


    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums.

    In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!


    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums.

    In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!
  • $organization

    Hi Rose,

     

    When we track these gifts we:

    1.       Have a general appeal and each person who is being tributed has a source. We can report on total donated in memory/honor of someone with reports.

    2.       We add a relationship to the donor and the person in whose memory/honor the gift is made.   Most of the tributees have accounts, but if for some reason they don’t, we can just type the name and any notes in the relationship field.  We also add an enddate, which can be used for when program listing can end, etc.

     

    Hope that helps.

     

    T.C. Brown

    Database Administrator

    412.392.4834

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Rose Dillon
    Sent: Thursday, September 01, 2016 2:05 PM
    To: TC Brown <TBrown@pittsburghsymphony.org>
    Subject: RE: [Tessitura Development Forum] Pulling IMO for Program Book

     

    Hi Laurel!

     

    Thanks for the response!  I created a few “empty” profiles for already deceased individuals to see how pulling these people later would work out.  Just a follow up questions-when you create the profile for the deceased person are you leaving active with the status deceased or inactivating them?

     

    Thank you!

    Rose

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Laurel Skehen
    Sent: Thursday, September 01, 2016 12:29 PM
    To: Rose Dillon
    Subject: RE: [Tessitura Development Forum] Pulling IMO for Program Book

     

    Hi Rose

     

    We are doing just that – creating relatively blank records for deceased individuals so that we can attach them and have everything pull from Tessitura.  In our case, we are not needing to make that many records and we have FAR more duplicates created by patrons on the web than we will every create for IMO/IHO tracking.

     

    The other idea I’ve been toying with is creating new program name listing types of “In Memory of” and “In Honor Of” and then using that to record the full IMO/IHO recognition in the donor’s record.  Example: John Smith in memory of Jane Smith.  This way the full recognition listing can be pulled.  If you are doing this and not actually assigning a soft credit to another record, you still need a way to find these people.  Depending on how your campaign/fund/designation structure is set-up, you could make these gifts with a designation of IMO or IHO.  Or, if that doesn’t work, you could use a dedicated source so that you could still pull those gifts.  Just ideas.

     

    Laurel

    Cal Performances, UC Berkeley

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Rose Dillon
    Sent: Thursday, September 01, 2016 9:56 AM
    To: lskehen@calperformances.org
    Subject: [Tessitura Development Forum] Pulling IMO for Program Book

     

    Hello!

    I was wondering how other organizations are dealing with pulling In Memory Of gifts for their program books or for other recognition literature.  We have a soft credit set up to show IHO or IMO but I'm hesitant to start setting up "empty" profiles for deceased individuals just to be able to attach them to a gift.  How are others dealing with this issue?

    Thanks!

    Rose

    The Joffrey Ballet




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!