Custom contribution tab recommendations?

We are currently using the custom tab in contributions to enter the auction item(s) associated with the constituent's contribution to our gala/fundraising events.  This is then included in the thank you or acknowledgement letter to the constituent following the event.  It can also be referenced in followup requests for future events.

We are interested in utilizing the custom contribution tab and were curious if other organizations had created any particularly successful/useful fields.  This is pretty open-ended as different information is useful to different orgs, but any recommendations will definitely be helpful.    Thanks!

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Hi Jason -- So far we are using five of the custom fields for contributions.  They are:

In Honor of
In Memory of
Stock Information
No Benefits Explanation
Acknowledgement Note

We're using all 10 custom fields.

1. Total Event Payment [money]
Used to supply the amount of the check or credit card charge when only part of it is deductible but we want to acknowledge receiving a payment of a certain amount

2. Auction/In Kind FMV [money]
Used to declare the non-deductible amount, such as the value of a purchased auction item or value of an in-kind gift

3. Descr-Auction/InKind/Stock [text]
Description of an auction item or in-kind gift or stock (as in "shares of XXX stock")

4. Hon-Mem or Deduct from Gift [text; default text says "in memory/honor of [Name]" (without the quotes)]
Text needed for acknowledgment letter so we can say "Thank you for your gift of $100 in honor of Lucie Spieler's birthday"

5. Pledge Payment Number [text; default text says "(first) payment" (without the quotes)]
For multi-year pledges, so we can thank people for their fourth payment

6. Pledge Total or Auctn Gift [money]
For multi-year pledges, so we can thank people for their fourth payment on their pledge of $20,000

7. Date Gift Recd-Stock/Other [date]
If we need a date other than the date recorded in Tessitura as the received date

8. Quantity recd-Stock/Other [number]

9. Sales Tax [money]
Used for auction payments where we declare sales tax

10. Shipping/Handling [money]
Used for auction payments where we include delivery charges

Perhaps we could consolidate a couple.

Lucie

================================
Lucie Spieler
IT Development and Training Manager
Editor, Season Program
Florida Grand Opera
---------------------------
8390 NW 25th Street
Miami, FL 33122-1504

305-854-1643 x.1521 phone
305-856-1042 fax
800-741-1010 ticket office
lspieler@fgo.org
www.fgo.org

P please don't print this e-mail unless you really need to.

________________________________

From: Tessitura Development Forum on behalf of Rebecca Harriman
Sent: Tue 4/21/2009 11:07 AM
To: Lucie Spieler
Subject: Re: [Tessitura Development Forum] RE: Custom contribution tab recommendations?



Hi Jason -- So far we are using five of the custom fields for contributions. They are:

In Honor of
In Memory of
Stock Information
No Benefits Explanation
Acknowledgement Note

From: Monika Jouvert
Sent: 4/20/2009 2:18:06 PM


here is how our custom data looks like
we use the custom tab to record the name of a donor advised fund if that is how the money comes in
and we just recently added stock contribution information



Monika

Monika Jouvert
Brooklyn Academy of Music
Development Business Process Director
718.623.7810 x6 / internally x4253
mjouvert@bam.org
http://www.bam.org


________________________________

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Duane Woods
Sent: Thursday, April 16, 2009 4:03 PM
To: Monika Jouvert
Subject: Re: [Tessitura Development Forum] Custom contribution tab recommendations?



We are currently using the custom tab in contributions to enter the auction item(s) associated with the constituent's contribution to our gala/fundraising events. This is then included in the thank you or acknowledgement letter to the constituent following the event. It can also be referenced in followup requests for future events.

From: Jason Kaiser
Sent: 4/15/2009 10:22:30 AM


We are interested in utilizing the custom contribution tab and were curious if other organizations had created any particularly successful/useful fields. This is pretty open-ended as different information is useful to different orgs, but any recommendations will definitely be helpful. Thanks!




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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.

We are also interested in using some custom screens, especially for stock contributions.  Would any of you be willing to share screen shots or the codes you are using on these pages (if the codes are generic).  It would be very helpful to see how others have tackled the set-up and layout of these screens.

Thank you for sharing!

Amber

For the Park Avenue Armory we (NYCC) added the following custom data to the contributions screen:

Deposit Date

Stock value Date

Company (for the stock)

Number of shares

Average Price

Total Stock Gift Value

 

We are also interested in using some custom screens, especially for stock contributions.  Would any of you be willing to share screen shots or the codes you are using on these pages (if the codes are generic).  It would be very helpful to see how others have tackled the set-up and layout of these screens.

Thank you for sharing!

Amber

We are interested in utilizing the custom contribution tab and were curious if other organizations had created any particularly successful/useful fields.  This is pretty open-ended as different information is useful to different orgs, but any recommendations will definitely be helpful.    Thanks!

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.

We are also interested in using some custom screens, especially for stock contributions.  Would any of you be willing to share screen shots or the codes you are using on these pages (if the codes are generic).  It would be very helpful to see how others have tackled the set-up and layout of these screens.

Thank you for sharing!

Amber

We are interested in utilizing the custom contribution tab and were curious if other organizations had created any particularly successful/useful fields.  This is pretty open-ended as different information is useful to different orgs, but any recommendations will definitely be helpful.    Thanks!

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.


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.