• Replies 10 replies
  • Subscribers 413 subscribers
  • Views 165 views
  • Users 0 members are here
Related

Custom contribution tab recommendations?

Jason Kaiser
$organization

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!

Parents
  • $organization

    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

Reply
  • $organization

    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

Children
  • $organization in reply to Amber Newsome
    I tried to send a screen shot with mine, somehow that did not come through, let me see if I can attach it
    for us those stock contribution fields will be helpful, as we don't track loss or gain in tessitura, so really the three fields (name, number of stock, price per share) is all that we display on the acknowledgement report (in addition to the contribution amount)
     
    for Donor Advised Funds:
    after a long back and forth, we decided to enter Donor Advised Fund contributions into the Donors account directly, and only reference the DAF in the custom field. We used to do soft credits, but it really went out of hand with the amount of additional accounts we had to create.
     
    so the custom field also prompts us to not issue a "receipt" for the Donor but only an "acknowledgement"
     
     
    Monika
     
    Monika Jouvert
    Brooklyn Academy of Music
    Development Business Process Director
    718.623.7810 x6 / internally x4253
     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Amber Albert
    Sent: Tuesday, April 21, 2009 1:07 PM
    To: Monika Jouvert
    Subject: Re: [Tessitura Development Forum] Custom contribution tab recommendations?

    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

    From: Jason Kaiser <bounce-jasonkaiser4021@tessituranetwork.com>
    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!




    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.
  • $organization in reply to Monika Jouvert (Past Member)
    I guess there is no way to add documents into a forum??
    help?
    thanks
     
    Monika
     
    Monika Jouvert
    Brooklyn Academy of Music
    Development Business Process Director
    718.623.7810 x6 / internally x4253
     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Monika Jouvert
    Sent: Tuesday, April 21, 2009 1:27 PM
    To: Monika Jouvert
    Subject: RE: [Tessitura Development Forum] Custom contribution tab recommendations?

    I tried to send a screen shot with mine, somehow that did not come through, let me see if I can attach it
    for us those stock contribution fields will be helpful, as we don't track loss or gain in tessitura, so really the three fields (name, number of stock, price per share) is all that we display on the acknowledgement report (in addition to the contribution amount)
     
    for Donor Advised Funds:
    after a long back and forth, we decided to enter Donor Advised Fund contributions into the Donors account directly, and only reference the DAF in the custom field. We used to do soft credits, but it really went out of hand with the amount of additional accounts we had to create.
     
    so the custom field also prompts us to not issue a "receipt" for the Donor but only an "acknowledgement"
     
     
    Monika
     
    Monika Jouvert
    Brooklyn Academy of Music
    Development Business Process Director
    718.623.7810 x6 / internally x4253
     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Amber Albert
    Sent: Tuesday, April 21, 2009 1:07 PM
    To: Monika Jouvert
    Subject: Re: [Tessitura Development Forum] Custom contribution tab recommendations?

    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

    From: Jason Kaiser <bounce-jasonkaiser4021@tessituranetwork.com>
    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!




    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.