Multiple Contact at one Org

Hi Keri,
we currently use different affiliations to manage these, for example for our Corporate Partnerships team I set up extra options in the "employment" relationship category to meet their needs. Sponsor-Executive, Sponsor-General, Sponsor Main (for the main contact) and Sponsor-Potential.
I have a spreadsheet that shows the affiliation and association mapping we use across the organisation if you think that may help?

I found that there hasn't been as much engagement in the contact point purposes but have been discussing it for future use.
Brenda

 

As Brenda, we here at NIDA record relationships via Affiliation types.  In the case of our Corporate Performance team (responsible for the delivery of training to the corporate world), we have the following Affiliation types:

Corp - Employee: general employee
Corp - Primary Bus. Contact: main relationship manager at the organisation
Corp - Primary Inv. Contact: main contact at the organisation responsible for invoicing and payment
Corp - Primary L&D Contact: main contact at the organisation responsible for staff development
Corp - Primary NIDA Contact: main relationship manager for the organisation at NIDA

These relationships are detailed in the constituent header.

One reason for using this form of relationship marking is so that we can track individuals as and when they move from organisation to organisation.  Sometimes that can be useful when researching the reason why a particular company ceases to use our services - or starts to.

Martin

Brenda and Martin,

Are you both/either able to use these Affiliations for Acknowledgement Letters or just to pull into lists?  I guess I'm looking for something that allows for both, which might not be realistic.  I can see how I could add these new Affiliates into a list of Gala donors, for example, so I can notify the primary contact and the event contact of updates, but I would be able to use that same system to pull a name other than the primary for an acknowledgement letter, would I?

Thanks so much for your insight.

-Keri

Hi Keri
we use the affiliations to pull lists and track relationships
However, in regards to the query about acknowledgment letters, we do have a number of people who contribute via their 'organisation'. In this situation we process the contribution in the company file and allocate it to the individual. Then when development runs the print Acknowledgment Letters report it outputs for both. however this won't help if they are individuals at the organisation.
Brenda

Hey Keri!

We had our acknowledgement letter file customized so that it pulls a specific affiliation into the Print Acknowledgement Letter report output. We have several different department-specific affiliations that we can run lists and such with, however, we have one "Ack Letter Contact' that is specific to Development, the only folks currently pulling that report.  It returns one line per affiliate, so if there are multiple people who need thanked for something, it will return a line for each. It's not a true soft credit, however, so the address information and such will come from the donor organization and the affiliate will just be available for referencing and pulling into a mail merge. Most of the time that affiliate is located at that organization address anyway, so it hasn't been an issue for us. We also use the "Ack Letter Contact" affiliation to pull into invites and mailing lists as well to ensure all our bases are covered for each org. It has worked really well for us and definitely saves time in looking up organization contacts when we get gifts in.

I can't speak much to the customization itself as we had Managed Services do ours, but when I was at Tennessee Performing Arts Center, I believe our DBA at the time was able to add that field to the output on his own, so I think it's doable without Managed Services.

Hey Keri!

We had our acknowledgement letter file customized so that it pulls a specific affiliation into the Print Acknowledgement Letter report output. We have several different department-specific affiliations that we can run lists and such with, however, we have one "Ack Letter Contact' that is specific to Development, the only folks currently pulling that report.  It returns one line per affiliate, so if there are multiple people who need thanked for something, it will return a line for each. It's not a true soft credit, however, so the address information and such will come from the donor organization and the affiliate will just be available for referencing and pulling into a mail merge. Most of the time that affiliate is located at that organization address anyway, so it hasn't been an issue for us. We also use the "Ack Letter Contact" affiliation to pull into invites and mailing lists as well to ensure all our bases are covered for each org. It has worked really well for us and definitely saves time in looking up organization contacts when we get gifts in.

I can't speak much to the customization itself as we had Managed Services do ours, but when I was at Tennessee Performing Arts Center, I believe our DBA at the time was able to add that field to the output on his own, so I think it's doable without Managed Services.