Hello,
If your organization is using one membership group in campaigns for all memberships and individual giving donations, can you please provide some feedback of how this works for you and places you have encountered difficulty? We are currently finding problems with the following…
1. Ability to manually add a future membership to the same organization (the “dummy” memberships are manually created by the user and not tied to finances, so when a donor pays their next year’s dues early, we are adding a tickler to add a new membership when the current one expires; though, the current membership must be deactivated to add a new one which makes reporting a bit confusing). Does anyone know of a way for a user to create a pending future membership that does not require an actual cash gift to be processed?
2. FMV – we are unable to calculate the appropriate FMV when donors give their gifts throughout the year and to different funds or their gifts adjust their membership level because our FMV is tied to cumulative membership level as well as individual fund area (for instance, a gift to individual giving would key a FMV of $x and a gift to a support group would key a FMV of $y and together they equal FMV $x + $y, but the two gifts combined elevate their membership level to z so the FMV should really be $z + $y, assuming they do not decline benefits). Does anyone else deal with increasing FMV over the course of a membership term?
3. Decline Benefits – a donor may decline their individual giving membership benefits (whether for an outright give it IG or the additional benefits they receive for their dues), but they cannot waive their dues benefits. What are best practices for tracking declined benefits over multiple memberships that all add up to one master membership?
Examples:
a. Sally gives her dues, which is $100 and membership level I10. She gets her support group benefits and individual giving benefits. (no problems here)
a. Sally gives her individual giving gift, which is $200 and membership level I20. She received only her individual giving benefits. (no problems here)
a. Sally gives her dues ($100) and individual gift ($200) and is now at membership level I30. Sally does not want her benefits for the dues ($100) so her membership level is only I20, though her recognition level is at I30. Sally will receive her support group benefits but NOT the additional individual giving benefits at the $100 level, making her contribution more tax deductible. Clicking the decline benefits button in the master (individual giving) membership will mean that Sally declines ALL benefits at that level, not just the additional benefits associated with her $100 gift.
Any insight into any of these three issues will be greatly appreciated.
Thanks in advance,
Jamie, OCPAC