honor/memorial gifts

We track our IMO and IHO gifts through designations. I have yet to have this type of request from our development office. It depends on how you mark these gifts. If you mark them only in the notes field of the contribution entry screen then that will be hard to pull. But if you mark them as something you can choose in a drop down menu, you should be able to choose that criteria on a list or output set. Not sure if that helps, but it might help you think about how to track IMOs and IHOs in the future.

Marie Kocher
Development Assistant
Kansas City Ballet
1616 Broadway
Kansas City, MO 64108
816-931-2232
www.kcballet.org

________________________________

From: Tessitura Development Forum on behalf of Kathryn Gloor
Sent: Wed 6/30/2010 3:38 PM
To: Marie Kocher
Subject: [Tessitura Development Forum] honor/memorial gifts



I have a pretty basic question, but one that's got me stumped. Like - I assume - most organizations, we recognize honoraria and memorial gifts in our program listing, along with other gifts.

Where I'm running into trouble is in figuring out how to pull a list of these gifts made in the past 12 months.

How do you do it?

Thanks in advance for pointing me in the direction of the obvious,

-Kat




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We track our IMO and IHO gifts through designations. I have yet to have this type of request from our development office. It depends on how you mark these gifts. If you mark them only in the notes field of the contribution entry screen then that will be hard to pull. But if you mark them as something you can choose in a drop down menu, you should be able to choose that criteria on a list or output set. Not sure if that helps, but it might help you think about how to track IMOs and IHOs in the future.

Marie Kocher
Development Assistant
Kansas City Ballet
1616 Broadway
Kansas City, MO 64108
816-931-2232
www.kcballet.org

________________________________

From: Tessitura Development Forum on behalf of Kathryn Gloor
Sent: Wed 6/30/2010 3:38 PM
To: Marie Kocher
Subject: [Tessitura Development Forum] honor/memorial gifts



I have a pretty basic question, but one that's got me stumped. Like - I assume - most organizations, we recognize honoraria and memorial gifts in our program listing, along with other gifts.

Where I'm running into trouble is in figuring out how to pull a list of these gifts made in the past 12 months.

How do you do it?

Thanks in advance for pointing me in the direction of the obvious,

-Kat




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!

Kathryn,

It will depend on how you mark the gifts.  As Marie said, if the only indicator is in the Notes field of the contribution then it is going to be quite difficult.  My preferred method is actually a combination of the two earlier responses.  A designation makes it very easy to build a list or extraction which would give you all of the desired contributions.  For the program listing, I think a field on the contribution Custom tab is the best way to record the actual text you want to appear in the program book.