Appeals and Gets

Hi Jesse,

We actually set up Board appeals at the beginning of each year: Board Corp, Board Fnd, Board IG.  In each appeal, we create outside sources for processing Board contributions.  For “gets,” we use the naming convention “BD GET – BD Member Last Name, Tess ID.”  This way we can report on all of the money raised by the Board, gives and gets, which Board member gets credit for the get (we do not soft credit gets, only gives), so on and so forth.  This is the third year we’ve been using this system and it seems to be working out pretty well.  If you are trying to use just one source to track all of the giving, I would recommend using an outside source.

Best,

Amber

I've put together an appeal for our board. The trouble is, when board members "get" a contribution--that is, a friend or associate gives the contribution at the behest of the board member--that donor is not going to be in the list that the appeal was based on. So the appeal doesn't show up as a source when you enter the contribution, and it makes the reporting a lot more difficult.

Does anyone have any advice?

Thanks!

Jesse Cohen
Director of Development
Metropolitan Opera Guild

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Thanks!

Can’t the board member be the solicitor of the gift ?  You can have source code for the ad hoc gifts not in the source code with a list for same appeal

I've put together an appeal for our board. The trouble is, when board members "get" a contribution--that is, a friend or associate gives the contribution at the behest of the board member--that donor is not going to be in the list that the appeal was based on. So the appeal doesn't show up as a source when you enter the contribution, and it makes the reporting a lot more difficult.

Does anyone have any advice?

Thanks!

Jesse Cohen
Director of Development
Metropolitan Opera Guild

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I’ll try that! Thanks so much!

You could set up an outside source for each member of your board—or, if you don’t need to be that specific, or if it’s not possible to tell which board member solicited the gift, one outside source for contributions not on any board member’s original list.

Lucie

___________________________________

Lucie Spieler

IT Development and Training Manager

Editor, Season Program

Florida Grand Opera

8390 NW 25th Street

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2010-2011 | 70TH SEASON | THE MYSTERIES OF LOVE

Turandot | The Tales of Hoffmann | Don Giovanni | Cyrano

Amber,

Thanks so much! So is that an outside source for each board member?

Jesse

Hi Jesse,

We actually set up Board appeals at the beginning of each year: Board Corp, Board Fnd, Board IG.  In each appeal, we create outside sources for processing Board contributions.  For “gets,” we use the naming convention “BD GET – BD Member Last Name, Tess ID.”  This way we can report on all of the money raised by the Board, gives and gets, which Board member gets credit for the get (we do not soft credit gets, only gives), so on and so forth.  This is the third year we’ve been using this system and it seems to be working out pretty well.  If you are trying to use just one source to track all of the giving, I would recommend using an outside source.

Best,

Amber

I've put together an appeal for our board. The trouble is, when board members "get" a contribution--that is, a friend or associate gives the contribution at the behest of the board member--that donor is not going to be in the list that the appeal was based on. So the appeal doesn't show up as a source when you enter the contribution, and it makes the reporting a lot more difficult.

Does anyone have any advice?

Thanks!

Jesse Cohen
Director of Development
Metropolitan Opera Guild

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!

Jesse,

Yes, an outside source for each board member.  Though at this time, we do not have many “gets,” so it is completely manageable.

Amber

Amber,

Thanks so much! So is that an outside source for each board member?

Jesse

Hi Jesse,

We actually set up Board appeals at the beginning of each year: Board Corp, Board Fnd, Board IG.  In each appeal, we create outside sources for processing Board contributions.  For “gets,” we use the naming convention “BD GET – BD Member Last Name, Tess ID.”  This way we can report on all of the money raised by the Board, gives and gets, which Board member gets credit for the get (we do not soft credit gets, only gives), so on and so forth.  This is the third year we’ve been using this system and it seems to be working out pretty well.  If you are trying to use just one source to track all of the giving, I would recommend using an outside source.

Best,

Amber

I've put together an appeal for our board. The trouble is, when board members "get" a contribution--that is, a friend or associate gives the contribution at the behest of the board member--that donor is not going to be in the list that the appeal was based on. So the appeal doesn't show up as a source when you enter the contribution, and it makes the reporting a lot more difficult.

Does anyone have any advice?

Thanks!

Jesse Cohen
Director of Development
Metropolitan Opera Guild

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!