Online Donations - Best Practices

Hello all,

We at Omaha Performing Arts currently take donations through our organizations web site, www.omahaperformingarts.org and as additional gifts through ticket orders at www.ticketomaha.com.  Currently, all these gifts are put on account for us in development to process as necessary.  For example, if a gift comes through online whether to consider it a new, renewal or an upgrade to a current membership.

With that in mind, we are looking to add the ability to make a gift online as a memorial or honorarium gift and want to use Tessitura to it's fullest in this capacity.  We at OPA consider memorial and honorarium gifts seperate from our renewable annual fund donations and therefore have seperate funds for those.

I am hoping for insight as to how other organizations use tessitura in this context (different funds, web processing of gifts vs On Account) and some ideas for questions that I may be failing to ask.  If you're happy with how your organization does this and care to share your web address, I'd be much obliged.

Kevin Hendrix

Parents
  • We do as Lucie said with using a CSI to record information about the gift. We have separate On-Account and Web-On-Account, and then the gift is entered like any other contribution.

    In the case of Memorials or Honorariums, they go to the same fund as other endowment gifts, not annual gifts. We have an "Endowment On-Going" campaign, "Endowment" appeal, and then a new source code is created for each recipient with a name like "Reynolds, Jim In Honor of" to tie the gifts together.

Reply
  • We do as Lucie said with using a CSI to record information about the gift. We have separate On-Account and Web-On-Account, and then the gift is entered like any other contribution.

    In the case of Memorials or Honorariums, they go to the same fund as other endowment gifts, not annual gifts. We have an "Endowment On-Going" campaign, "Endowment" appeal, and then a new source code is created for each recipient with a name like "Reynolds, Jim In Honor of" to tie the gifts together.

Children
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