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Plans -- Using "dummy" Campaigns Not Tied to Specific Fiscal Years/Funds

Michael Longfield
$organization

Hi everybody,

We're working on configuring Tessitura Plans to track our moves management (goodbye Excel!)

The more we discuss internally, the more we realise our goals are not tied to our specific Tessitura Campaign/Fund structure as currently configured.

Because the goal is multi-year gifts with moneys across different Tessitura Campaigns/Funds (Memberships, Major Gifts, etc) all towards a specific recognition programme, we are considering creating a new "dummy" Tessitura Campaign (say, "Donor Recognition") with no fiscal year, no active Fund, and no active Designation. It would just be to house the Plan.

Is there any downside to this that we haven't considered? We realize all the contributions will need to be manually tagged with the Plan, but given the volume that seems manageable workload.

Thanks in advance!

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  • $organization
    Hi Michael,
     
    You can associate multiple campaigns to just one membership instead of having a separate membership for each campaign.   If you have three distinct campaigns tied to one membership and someone donated to each campaign, the donor would have only one membership in their account, instead of three memberships.  The membership level would be at the amount that totaled their giving to those three campaigns.   It’s just one of the many possibilities in Tessitura for tracking recognition/benefits.
     
    T.C. Brown
    Database Administrator
    412.392.4834
     
  • $organization in reply to T.C. Brown

    Hi T.C.,

    So within each level of membership, can Tessitura auto-assign amounts to each campaign within the membership?

    Say someone purchases a $100 Membership... can it auto-split $70 to membership campaign and $30 to recognition campaign?

    And does that work online?

    I feel like it's something we looked at prior but required more manual work than we wanted (or we were missing something in the config).

    M.

Reply
  • $organization in reply to T.C. Brown

    Hi T.C.,

    So within each level of membership, can Tessitura auto-assign amounts to each campaign within the membership?

    Say someone purchases a $100 Membership... can it auto-split $70 to membership campaign and $30 to recognition campaign?

    And does that work online?

    I feel like it's something we looked at prior but required more manual work than we wanted (or we were missing something in the config).

    M.

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