Greetings fellow Tessiturians,
We are in the early stages of our website redesign and need your help. I've wanted to add a recurring gift option to our current online donation page for over a year, but am not sure of the backend requirements to process these in Tessitura. My initial thoughts are to simply have two radio button options (one-time gift and recurring gift). Has anyone done this by creating a CSI on the donor's account or by other means?
I would greatly appreciate any and all feedback on this.
With thanks,
Julie Olsen
Walton Arts Center
(479) 571-2759
jolsen@waltonartscenter.org
Hello Julie,
About a year ago we had an outside vendor set up this functionality on our website.
On the donation page here https://secure.grandtheatre.com/support/ the patron has the option of one time or monthly, choice of annual fund or youth programming, plus preferred House Program name recognition. The one time payment or the first month's payment is processed immediately, funds are put on account for Development to process after the fact in Contributions, and all the above info is captured in a CSI.
I would be happy to discuss in more detail if you would like. I'm at dwoods@grandtheatre.com or (519)672-9030 x233.
Duane
I'm also interested in setting this up online. We have TNEW, will this work with that? Would the gift be recognized as a receivable against the full amount or only recognized by the amount paid off each month? I would like pledge billing to be automatic but maybe it needs to be entered as a CSI first with an on account payment method.