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

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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!