We have a small development team and we are looking to improve our routine major donor renewal process. Of course every donor renews at a different time of year, so that is the real challenge here. Currently our team uses a lot of Excel for this and we want to switch to using Tessitura more for this process.
I am curious if people recommend either plans or memberships for tracking major donor renewals . It seems like there are pros to using each. We want to use the method that is the easiest, most efficient, and makes the most sense for our small development team.
Ideas, thoughts, etc?
--Joe
Hi, Joe:
I think that memberships are more designed for this process out of the box. Anyway, that’s what we use—although currently most of our memberships expire at the same time.
Several years ago, we tried out rolling memberships, and sent out monthly letters based on people set to lapse in the following month. For us, rolling memberships didn’t really make sense, but it wasn’t too hard to manage.
Lucie