Changing Membership Levels

Hello!  We are changing our membership levels for the first time since we have had Tessitura and I had some questions.

When we notify our donors,  we will be asking them to make the giving upgrade at their renewal month.  For those that are already current donors, they can remain getting credit for the new membership at the old membership level until their renewal time.  (Example, the current Major Donor starts at $1500 and is going to $2000.  We still want to honor those at $1500 as a Major Donor until their renewal date.)  What is the best way to do this?

Once I change the membesrhip levels what happens to the old memberships at the lower levels?  Does it move everyone to the new levels?  If so, does this mean I will have to go in manually and upgrade the membership levels for those we are grandfathering in?

For anyone who has done a membership level change in their organization, could you give me tips or advice to make it as smooth as possible?

Thanks!

 

 

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Hello!  We are changing our membership levels for the first time since we have had Tessitura and I had some questions.

When we notify our donors,  we will be asking them to make the giving upgrade at their renewal month.  For those that are already current donors, they can remain getting credit for the new membership at the old membership level until their renewal time.  (Example, the current Major Donor starts at $1500 and is going to $2000.  We still want to honor those at $1500 as a Major Donor until their renewal date.)  What is the best way to do this?

Once I change the membesrhip levels what happens to the old memberships at the lower levels?  Does it move everyone to the new levels?  If so, does this mean I will have to go in manually and upgrade the membership levels for those we are grandfathering in?

For anyone who has done a membership level change in their organization, could you give me tips or advice to make it as smooth as possible?

Thanks!

 

 

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!