Hello Tessitura Community,Our organization has recently switched to Tessitura for our fundraising and ticketing processes. In doing so, we have run into a number of changes between our old software (Raiser's Edge) and Tessitura's software suite.One of these changes that has led to concerns (which in turn has led to me posing these questions and writing this post) is based around multi-year pledges with membership levels attached throughout the pledges duration. As an example:Mr. John Smith has decided to sign a pledge for a total of $22,500.00 over the course of five years, broken down as follows:
FYE24: $2,500.00FYE25: $5,000.00FYE26: $5,000.00FYE27: $5,000.00FYE28: $5,000.00However, Mr. Smith has given us a $5,000.00 payment along with his pledge to start. Due to the membership level of $5,000.00 per FY giving a membership status of "President's Circle Silver", he is to be recognized as a President's Circle Silver member until 2029 (after the final pledge payment of FYE28).Here is where the problems arise, and my teammates and I are looking for other potential solutions.When entering the gift, we had to make multiple separate pledge entries - one for each FY campaign. In each instance, upon applying the amount toward the pledge, the membership tab updated with a cumulative amount, which was ultimately bumping the membership to the next level (President's Circle Gold). I lowered the level back to President's Circle Silver for each pledge entry, until we got to FYE 2028, wherein a membership error became prevalent. It stated there was no membership level for the amount listed, due to the fact that it was adding onto itself with each pledge, and had superseded the limit amount of President's Circle Gold at that point.In the end, we were forced to adjust the President's Circle Gold upper limit in order to accommodate the continually raising amount being added to the membership total with each entered pledge.So, the question is - is there a better way to enter a multi-year pledge with recurring membership levels attached? Thank you in advance, and if clarification is needed, I am happy to provide it! It is hard to explain it all through text, but hopefully it is understandable.
Hi Cameron,
I think I understand the issue. There should have been pending memberships created for each future year of the 5 year pledge but instead the Mr. Smith was getting four upgrades and and ending up with a super membership. Let me know if I'm off base but next time I think you should use the 'Allocate Funds' button. It will allow you to create the pending membership you are expecting to see and allow you to adjust each level independently from each other.