Does anyone have any sort of donor/auxiliary group that gets membership benefits based on gifts that don't ordinarily get membership benefits?
We have a group of donors who get benefits based on their giving to events as well as any annual fund gifts, and their membership falls in line with the calendar year rather than the fiscal year or rolling dates like our other membership programs. Because these 100 or so people don't follow the same rules as the other 7,500 members we have, we end up doing a LOT of manual work to keep membership levels up to date, calculate their total giving, etc.
We've thought about having a separate membership organization for these people but that would mean we would also have to have duplicate campaigns just for these donors as well and because we typically have 8-9 campaigns/elevated events each season, we're hesitant to do this. We've been contemplating having a separate campaign that just gets used in plans so that we can link all of their gifts and at least see their total contribution amount for the calendar year in one place and using the plan summary report get the data out. However, since we still want to make an annual fund ask we think we'd need an additional plan for each to record that ask amount & campaign.
Does anyone else have a similar situation and would you be willing to share how to make it work in the database?
Is it a single level/group? You might consider creating an attribute that is updated on a dynamic list to achieve the same result. It would depend on how you would want to pull these people into lists, extractions, invitation lists, etc. I'm happy to talk about it more in person since we're neighbors and I'm familiar with SFB
Alyssa SaintDonor Services Data ManagerSan Francisco Operaasaint@sfopera.com
It's a group - Ballet Auxiliary Members - and their bi-laws state that they have to support 3 special events each calendar year so depending on the level they give to each special event their total giving ranges between several levels. We do track them as a constituency and that works fine for pulling lists/extractions of them but we run into serious issues with keeping their memberships at the correct level since their special event gifts count towards their memberships but are no one else's and therefore are not set-up on the back end to trigger in a membership.
I'd love to chat more in person - maybe we can connect at the Tessitura conference. I'm also considering throwing this in as an Open Space Discussion.