Changing Membership Organizations

Former Member
Former Member $organization

Until this year, our annual donors of $1000 or more were in a single membership organization with 7 levels (starting at $1,000, $1,500, $2,000, $3,000, $5,000, $10,000, and $25,000).

Now we're splitting this organization into two. The 5 lowest levels ($1000, $1500, $2000, $3000, and $5000) will continue to be called President's Circle. Our new Impresario Circle will have 3 levels: $10,000, $15,000, and $25,000.

I'd appreciate advice on the best ways to set up the new membership organization and remove the top levels from the old President's Circle organization. Are there any particular pitfalls to watch for?

Thank you!

  • Hey Maureen,

     

    It’s important to keep in mind whether you want people to upgrade from the lower five levels to the upper three. If so, I think you’d be better off NOT splitting them into 2 organizations. We separate our partners from our major donors simply by changing the membership category and the constituency assigned to them. In other words, our Partners ($1,000 – 9,999) and Producer’s Circle ($10K+) levels are all in one membership organization but the first group are assigned to the Public Theater Partner Category with a “PTP” constituency and the second group are assigned to the Producer’s Circle Category with a “PC” constituency.

     

    So I would recommend just inserting the $15K level and altering your categories and constituencies.

     

    Rey

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Maureen Woodall
    Sent: Thursday, November 11, 2010 8:17 PM
    To: Rey Pamatmat
    Subject: [Tessitura Development Forum] Changing Membership Organizations

     

    Until this year, our annual donors of $1000 or more were in a single membership organization with 7 levels (starting at $1,000, $1,500, $2,000, $3,000, $5,000, $10,000, and $25,000).

    Now we're splitting this organization into two. The 5 lowest levels ($1000, $1500, $2000, $3000, and $5000) will continue to be called President's Circle. Our new Impresario Circle will have 3 levels: $10,000, $15,000, and $25,000.

    I'd appreciate advice on the best ways to set up the new membership organization and remove the top levels from the old President's Circle organization. Are there any particular pitfalls to watch for?

    Thank you!




    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!

  • I agree with Rey; unless you have a Tessitura-driven reason to change your membership org, leave it alone, or you lose some tracking ability and make reporting harder on yourself.  The customer doesn't even know what a Membership Org is, so just because you're changing how you organize your levels doesn't mean the membership org has to change.  Our basic and supporting memberships are handled completely separately in different departments, but are still in one membership organization so that we can do easy tracking between the sets of levels.

    You might also want to check out the conference archives for this year's conference; the "using memberships" session had one group present about why they combined multiple membership orgs into one, and another present about why they split one membership org into many.  You'll want the 2nd and 3rd slide decks in the presentation; the first one (written by me, so I'm allowed to say this!) is more basic than you'll want.

    Beth

    * * * * *

    Showing for the very first time on the Omnitheater’s 90-foot domed screen, Hubble will take you on an awe-inspiring tour of the cosmos.  Make plans to see it today, and marvel at the great wonders that the Hubble Space Telescope has revealed.  For more information and a trailer, visit www.smm.org/hubble.

    Elizabeth A Varro
    Membership Manager
    Science Museum of Minnesota
    (651) 265-9829



    [edited by: Todd Lantry at 3:36 PM (GMT -6) on 12 Nov 2010]
  • Actually, I’m the guy that presented on combining membership organizations, so I know all about when it’s beneficial to keep them together! ;-)

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Beth Varro
    Sent: Friday, November 12, 2010 10:32 AM
    To: Rey Pamatmat
    Subject: Re: [Tessitura Development Forum] Changing Membership Organizations

     

    I agree with Rey; unless you have a Tessitura-driven reason to change your membership org, leave it alone, or you lose some tracking ability and make reporting harder on yourself.  The customer doesn't even know what a Membership Org is, so just because you're changing how you organize your levels doesn't mean the membership org has to change.  Our basic and supporting memberships are handled completely separately in different departments, but are still in one membership organization so that we can do easy tracking between the sets of levels.

    You might also want to check out the conference archives for this year's conference; the "using memberships" session had one group present about why they combined multiple membership orgs into one, and another present about why they split one membership org into many.  You'll want the 2nd and 3rd slide decks in the presentation; the first one (written by me, so I'm allowed to say this!) is more basic than you'll want.

    Beth

    * * * * *

    Showing for the very first time on the Omnitheater’s 90-foot domed screen, Hubble will take you on an awe-inspiring tour of the cosmos.  Make plans to see it today, and marvel at the great wonders that the Hubble Space Telescope has revealed.  For more information and a trailer, visit www.smm.org/hubble.

    Elizabeth A Varro
    Membership Manager
    Science Museum of Minnesota
    (651) 265-9829


    From: "A. Rey Pamatmat" <bounce-areypamatmat2177@tessituranetwork.com>
    To: bvarro@smm.org
    Sent: Friday, November 12, 2010 9:11:50 AM
    Subject: RE: [Tessitura Development Forum] Changing Membership Organizations


    Hey Maureen,

     

    It’s important to keep in mind whether you want people to upgrade from the lower five levels to the upper three. If so, I think you’d be better off NOT splitting them into 2 organizations. We separate our partners from our major donors simply by changing the membership category and the constituency assigned to them. In other words, our Partners ($1,000 – 9,999) and Producer’s Circle ($10K+) levels are all in one membership organization but the first group are assigned to the Public Theater Partner Category with a “PTP” constituency and the second group are assigned to the Producer’s Circle Category with a “PC” constituency.

     

    So I would recommend just inserting the $15K level and altering your categories and constituencies.

     

    Rey

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Maureen Woodall
    Sent: Thursday, November 11, 2010 8:17 PM
    To: Rey Pamatmat
    Subject: [Tessitura Development Forum] Changing Membership Organizations

     

    Until this year, our annual donors of $1000 or more were in a single membership organization with 7 levels (starting at $1,000, $1,500, $2,000, $3,000, $5,000, $10,000, and $25,000).

    Now we're splitting this organization into two. The 5 lowest levels ($1000, $1500, $2000, $3000, and $5000) will continue to be called President's Circle. Our new Impresario Circle will have 3 levels: $10,000, $15,000, and $25,000.

    I'd appreciate advice on the best ways to set up the new membership organization and remove the top levels from the old President's Circle organization. Are there any particular pitfalls to watch for?

    Thank you!




    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!




    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!

     




    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!

  • Former Member
    Former Member $organization in reply to Beth Varro

    Thank you, Rey and Beth. This is so helpful. I was hoping for a way not to split the organization, but was concerned that the two groups need to point to two different funds. But from what I can see in the conference Powerpoint presentation, that's not an issue. You've made my day!

  • You know Rey, I was thinking as I typed that you had done one of those sessions...but I couldn't remember which and didn't have time to look it up. Pathetic, I know.  :P

    * * * * *

    Showing for the very first time on the Omnitheater’s 90-foot domed screen, Hubble will take you on an awe-inspiring tour of the cosmos.  Make plans to see it today, and marvel at the great wonders that the Hubble Space Telescope has revealed.  For more information and a trailer, visit www.smm.org/hubble.

    Elizabeth A Varro
    Membership Manager
    Science Museum of Minnesota
    (651) 265-9829




    [edited by: Todd Lantry at 3:35 PM (GMT -6) on 12 Nov 2010]