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Hey everyone,
Our Finance office would like us to explore posting Matching Gifts to a fund that matches the gift's actual source (e.g. a corporate or foundation fund) rather than posting it to where the gift it's matching is from (usually an individual fund). I'm not sure how to do this without severing the connection between the two actual gifts and turning a single lovely gift entry, into two annoying ones (with crediting and benefit applying and manual adjusting of Recog. Amts.).
Does anyone else out there put gifts and their matches into separate funds? Have you figured out a way of doing it without doubling entry?
Thanks in advance!
Rey
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A. Rey Pamatmat
Tessitura Manager
The Public Theater
425 Lafayette Street
New York, NY 10003
(212) 539-8739
RPamatmat@PublicTheater.org
Rey,
Well the matching gift function is a single entry, using the different tabs in the contribution screen, that physically shows up on both accounts.
About membership benefits, I am not aware right off hand if we have any accounts like that...where someone pays for a membership but would like the benefits to go elsewhere. Sorry I couldn’t be of more help.
Marie Kocher
Development Assistant
Kansas City Ballet
1616 Broadway
Kansas City, MO 64108
(816) 931-2232 x 1310
www.kcballet.org
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of A. Rey Pamatmat Sent: Tuesday, June 29, 2010 10:07 AM To: Marie Kocher Subject: RE: [Tessitura Development Forum] Posting Matching Gifts to a Different Fund
Hi Marie,
Thanks, but that’s what I’m attempting to avoid – double entry for what was once a single entry. Also, this solution doesn’t account for matches that allow for membership benefits. You’d either have to adjust the Recog. Amt and the level by hand, or you’d have to set up a dummy campaign of match funds for each membership organization that would potentially receive matching gifts. Neither one of those solutions is particularly desirable.
Do you get around membership benefits in some other way than the two described above?
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Marie Kocher Sent: Tuesday, June 29, 2010 10:52 AM To: Rey Pamatmat Subject: RE: [Tessitura Development Forum] Posting Matching Gifts to a Different Fund
We put our matching gifts in funds that say where the gift came from. If it is a corporate match from XYZ, Inc for the individual account of Mr. and Mrs. Smith, we enter the contribution on the corporate account and then soft credit the individual for which the match initially came from. The “hard credit” then appears as a contribution in XYZ, Inc’s account and then the soft credit appears as a green line on Mr. and Mrs. Smith’s account. Does that help?
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of A. Rey Pamatmat Sent: Monday, June 28, 2010 3:53 PM To: Marie Kocher Subject: [Tessitura Development Forum] Posting Matching Gifts to a Different Fund
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