1. We track Trustees as a constituency with start and end dates. But we have Trustees that return following one or more years. I cannot keep historic dates as Tessitura does not allow multiple entries for the same constituency. How are others tracking their Trustees?
We have a FORMER constituency in place for those who leave our Board. Our start and end dates correspond to the terms of the Board, and those are anywhere for 2-4 years, and can be renewed. The FORMER constituency covers the length of time they were NOT on our board. Unfortunately, you do lose the term(s) before the FORMER time-frame because you will want to reactivate and update the dates of the active constituency.
I hope that helps and was not too convoluted.
Marie
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Marie Kocher | Development Assistant
Kansas City Ballet | Todd Bolender Center for Dance & Creativity
500 W. Pershing Road, Kansas City, MO 64108
816.216.5582 (D) | 816.931.2232 x1382 (O) | 816.931.1172 (fax)
kcballet.org
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Laura Chaney Sent: Tuesday, September 06, 2016 2:56 PM To: Marie Kocher <mkocher@kcballet.org> Subject: [Tessitura Development Forum] Tracking -Coding Trustees
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