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?
Hi Laurel,
I moved our 'donor level' tracking to attributes several years ago and they work beautifully, updating nightly based on the criteria we set. I think they could be a good solution for your calendar year scenario. I'll send you an email with more details.
Best,
Megan