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Another Matching Gift Question

Christopher Pazdernik (Past Member)
$organization

Does anyone book matching gifts directly in the patron's account (rather than the company's)?  If so, how does this work for you?  Do you use any special procedures as a result?

Thanks in advance.

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  • $organization
    Hi Christopher,
     
    In most cases the Playhouse books matching gifts in the corporate account and transfers membership benefits to the corresponding individual.  Having said that, matching gifts made on behalf of our board members are booked in the Trustee's account with a soft credit back to the company.  We do this because Board giving is a separate Campaign and we need to see all of their gifts in one bucket for reporting.

    Jayne Atkinson
    La Jolla Playhouse | Mgr, Development Operations
    858| 550-1070 x 132

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Christopher Pazdernik
    Sent: Thursday, April 29, 2010 9:00 AM
    To: Jayne Atkinson
    Subject: [Tessitura Development Forum] Another Matching Gift Question

    Does anyone book matching gifts directly in the patron's account (rather than the company's)?  If so, how does this work for you?  Do you use any special procedures as a result?

    Thanks in advance.




    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. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!
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  • $organization
    Hi Christopher,
     
    In most cases the Playhouse books matching gifts in the corporate account and transfers membership benefits to the corresponding individual.  Having said that, matching gifts made on behalf of our board members are booked in the Trustee's account with a soft credit back to the company.  We do this because Board giving is a separate Campaign and we need to see all of their gifts in one bucket for reporting.

    Jayne Atkinson
    La Jolla Playhouse | Mgr, Development Operations
    858| 550-1070 x 132

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Christopher Pazdernik
    Sent: Thursday, April 29, 2010 9:00 AM
    To: Jayne Atkinson
    Subject: [Tessitura Development Forum] Another Matching Gift Question

    Does anyone book matching gifts directly in the patron's account (rather than the company's)?  If so, how does this work for you?  Do you use any special procedures as a result?

    Thanks in advance.




    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. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!
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