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Uploading Documents

Brandi Cline
$organization
Hello all! Does anyone know of a way to upload multiple documents to a constituent record without having to upload each one individually?
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  • Former Member
    Former Member $organization

    Hello everyone,

     

    Does anyone have any stock gift entry procedures that they could share?

     

    I have been told to enter the stock mean value on the day that the gift is made to our organization.  Does anyone know if there is a way to then go back and detail somewhere the figures of the final gift value after the stock is sold? Raiser’s Edge has a way to do this and I am not seeing anything similar in Tessitura.

     

    Also when you are running monthly reports, do your total figures include the final value of the liquidated/sold stock gift or the mean value that was recorded on the gift date?

     

    Does anyone know of a way to enter a gift that is designated to two different areas, i.e. one portion to the Annual Fund and another portion to the Endowment? Or must one simply enter two separate gifts?

     

    Thanks so much for any guidance that anyone may provide.

     

    Cheers,

     

    Britt

     

     

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Brian Parker
    Sent: Wednesday, February 01, 2017 11:36 AM
    To: Britta-Lena Lasko
    Subject: Re: [Tessitura Development Forum] Uploading Documents

     

    Brandi, As far as I know you can only upload one document at a time; I haven't found anything in the documentation to suggest batch upload at this time. Thank you, Brian

    From: Brandi Cline <bounce-brandicline9461@tessituranetwork.com>
    Sent: 2/1/2017 11:19:16 AM

    Hello all! Does anyone know of a way to upload multiple documents to a constituent record without having to upload each one individually?




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  • $organization in reply to Former Member
    Britta-Lena, When we enter a stock gift, the amount received is based on the mean gift amount for the day of the sale. I typically enter all of the relevant figures related to the gift either in the Notes field for the contribution or by actually uploading a PDF of the final stock sale sheet when I receive it from our Director of Finance. When reporting, the value given is the mean gift amount for the day of the sale. Finally, with gifts designated to two areas, I typically enter it as two gifts to the two areas; I haven't found any way to keep it as one gift and make a good split designation that makes sense to somebody coming in to take a look after the fact. Thank you, Brian
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  • $organization in reply to Former Member
    Britta-Lena, When we enter a stock gift, the amount received is based on the mean gift amount for the day of the sale. I typically enter all of the relevant figures related to the gift either in the Notes field for the contribution or by actually uploading a PDF of the final stock sale sheet when I receive it from our Director of Finance. When reporting, the value given is the mean gift amount for the day of the sale. Finally, with gifts designated to two areas, I typically enter it as two gifts to the two areas; I haven't found any way to keep it as one gift and make a good split designation that makes sense to somebody coming in to take a look after the fact. Thank you, Brian
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