Board Contributions

You could set up an association called “Board Gift Credit” and link an account with a gift that you want to attribute to a board member to that board member. When you run the contributions report, include that association.

Another option, depending on your setup, would be to create a board solicitation using your board members as solicitors, and tracking that way.

Lucie

Sent via BlackBerry from T-Mobile

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From: "Amber Albert"
Date: 10 Apr 2009 19:52:04 -0500
To: <lspieler@fgo.org>
Subject: [Tessitura Development Forum] Board Contributions

Hello Everyone,

 

Every year we run into difficulties in tracking Board contributions.  I should mention that, although we have explored the option, we do not plan to build Board-specific campaigns.  Having said that, here are my questions …

 

1. How are others tracking/reporting Board contributions? 

Background: Currently I have been creating a list of our Board members and then running the Current Constituent Giving report.  This is okay, but has some inherent problems, which mostly stem from bad data.

 

Which leads me to question 2…

 

2. How do you track/report on historical Board contributions?  Specifically, only contributions while said individual was an active Board member, excluding contributions that were made when they were not an active Board member. 

            a. For persons who are current members of the Board.

            b. For  persons who are no longer current members of the Board.

 

Background: We currently don’t have a good way of completing this task.  We are in the process of setting up a Board-specific membership that should help with this, but still expect to run into some problems.

 

3. Give or Get Policy

Our Board members can give or get contributions that are combined to equal their total FY giving for dues credit.

            a. Do you know of a way to track “get” gifts?

Background: When a Board member contributes via a donor advised fund, community foundation, matching gifts, etc., these are all soft credited to the Board members record.  Voila, easy to track contributions.

 

However, what are your general practices for Corporate or Foundation Board members whose contributions come from the organization they represent?  Our concern with soft crediting is that we want to be able to track that Board Member X has secured this money on his/her behalf, but does not receive additional membership benefits, recognition credit, etc., for these gifts.

 

Thank you for sharing your thoughts, ideas, and opinions on this topic.  Please share any additional information that you have found useful.

 

Amber

Orange County Performing Arts Center

 

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.

You could set up an association called “Board Gift Credit” and link an account with a gift that you want to attribute to a board member to that board member. When you run the contributions report, include that association.

Another option, depending on your setup, would be to create a board solicitation using your board members as solicitors, and tracking that way.

Lucie

Sent via BlackBerry from T-Mobile

---

From: "Amber Albert"
Date: 10 Apr 2009 19:52:04 -0500
To: <lspieler@fgo.org>
Subject: [Tessitura Development Forum] Board Contributions

Hello Everyone,

 

Every year we run into difficulties in tracking Board contributions.  I should mention that, although we have explored the option, we do not plan to build Board-specific campaigns.  Having said that, here are my questions …

 

1. How are others tracking/reporting Board contributions? 

Background: Currently I have been creating a list of our Board members and then running the Current Constituent Giving report.  This is okay, but has some inherent problems, which mostly stem from bad data.

 

Which leads me to question 2…

 

2. How do you track/report on historical Board contributions?  Specifically, only contributions while said individual was an active Board member, excluding contributions that were made when they were not an active Board member. 

            a. For persons who are current members of the Board.

            b. For  persons who are no longer current members of the Board.

 

Background: We currently don’t have a good way of completing this task.  We are in the process of setting up a Board-specific membership that should help with this, but still expect to run into some problems.

 

3. Give or Get Policy

Our Board members can give or get contributions that are combined to equal their total FY giving for dues credit.

            a. Do you know of a way to track “get” gifts?

Background: When a Board member contributes via a donor advised fund, community foundation, matching gifts, etc., these are all soft credited to the Board members record.  Voila, easy to track contributions.

 

However, what are your general practices for Corporate or Foundation Board members whose contributions come from the organization they represent?  Our concern with soft crediting is that we want to be able to track that Board Member X has secured this money on his/her behalf, but does not receive additional membership benefits, recognition credit, etc., for these gifts.

 

Thank you for sharing your thoughts, ideas, and opinions on this topic.  Please share any additional information that you have found useful.

 

Amber

Orange County Performing Arts Center

 

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.