Hello,
Recently, I've come across a list of contributions that were either upgraded a current membership when they should have created a new membership, or a created a new membership when it should have upgraded the current membership. Typically, I would use the Allocate Funds button when entering the gift, but since these gifts have already been entered, is there any way to allocate these gifts to the correct memberships without having to zero out and reenter the gifts?
Thanks,
Justin Foo
Manager, Development Operations
Los Angeles Philharmonic Association
Walt Disney Concert Hall • Hollywood Bowl
151 South Grand Avenue, Los Angeles, CA 90012
JFoo@LAPhil.org• T 213.972.0757
LAPhil.com • HollywoodBowl.com
Sorry – for the gift to be allocated to the correct membership it will have to be reposted. You may want to adjust the contributions date when you enter to reflect with the gift actually was received. Watch for impact on tax receipts due to change in non-deductibles.
From: Justin Foo [mailto:bounce-justinfoo5612@tessituranetwork.com] Sent: Monday, October 24, 2016 1:34 PM To: McKinley, Leslie <LMcKinley@nycitycenter.org> Subject: [Tessitura Development Forum] Adjusting Membership and Allocating Funds
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