Hello,
On solicitation materials where benefits are provided, does your institution provide an option for the donor to decline benefits? We would like to start to offer this as an option. If so, could you share language or visual? shale@nelson-atkins.org
Also, how do you track in Tessitura?
Thanks,
Sara Hale
We've recently moved over to a system of tracking benefits preference at a per-gift level (using a custom field in contributions) as a response to some donors expressing different preferences and giving variously through both personal funds and DAFs, family foundations, etc. within a fairly short time period. The outcome is that when pulling any set of gifts and determining benefits eligibility, we can easily separate into two totals of 'benefits-eligible' vs 'not benefits-eligible,' and report this level of detail back to the donor if they're confused as to why they are or aren't receiving something. We also built some basic automated procedures to ensure that gifts not legally eligible for benefits, such as DAFs, get flipped to 'declined' even if there's error during manual entry.
It's a fairly new system for us so likely has plenty of hurdles yet to appear, but we're pleased thus far!