At Seattle Opera, we are working on a project to better track our Artists (Symphony, Chorus, Singers & Teaching Artists) in Tess from a Development perspective. Our union agreements restrict direct solicitation of Artists but yet we have a number of Artists who are also current donors and/or subscribers. Also, how do we track retired Artists (who may or may not also be current donors/subscribers). I would love to hear from others who are struggling with similar issues.
-Kim
Kim OsitisDevelopment Research Manager206-676-5531 | kim.ositis@seattleopera.org
At the Tasmanian Symphony Orchestra we use a combination of constituencies, attributes and Affiliations.
So for example constituencies of: Artist, Composer, Conductor, AdminStaff are used to suppress or add to lists, flag files. Other constituencies such as: Permanent Musician, Casual Musician, Chorus are used in conjunction with Attributes to further segment. eg: Attribute: Instrument .. Attribute values: violin, viola, Voice-soprano, Voice-Tenor etc
There are quite a few other attribute/values we use to segment data for extractions and lists.
Eg: Attribute: Government … Attribute Values: Local, Federal, State etc.
Since the introduction of Affiliations we are using these more to link files with different types and relationship categories with appropriate date ranges and use for lists/extractions
Eg: our Corporate Partnerships team uses:’sponsor-Main Contact’ , ‘sponsor-Executive’, to manage invites and information.
We are currently in the process of reviewing our attributes/affiliations and business rules as some of the existing Attributes that predate affiliations can be deactivated.
Brenda