Good morning,
I have been asked to inquire how other organizations handle Anonymous gifts when processing the funds. Thanks in advance for your insight on the subject.
Thanks,
Bobby Moseley
601 Preston
Houston, TX 77002
Do you mean truly anonymous gifts (like cash in a donation bucket) or gifts where the donor wants no public acknowledgement?
For the former we have an account called Anonymous and record funds there. Obviously no acknowledgement letters are sent. For the latter, we use the Program List feature to indicate that the donor does not want recognition.
_______________
Julie P. Hamre
Finance/Development Associate
Strathmore Hall Foundation, Inc.
5301 Tuckerman Lane
North Bethesda, MD 20852-3385
301.581.5136; fax 301.581.5201
www.strathmore.org
Support what you love. Strathmore Stars enjoy
10% off Strathmore performance tickets, advance
ticket purchase, discounts in the Shops at
Strathmore and in Tea Room, and access to special events.
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Bobby Moseley Sent: Thursday, March 29, 2012 11:48 AM To: Julie Hamre Subject: [Tessitura Development Forum] FW: Anonymous gifts
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!
Thank you Julie. I think we are moving more toward the Program Listing to indicate Anonymous.
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Julie Hamre Sent: Thursday, March 29, 2012 10:58 AM To: Moseley, Bobby Subject: RE: [Tessitura Development Forum] FW: Anonymous gifts
If they truly are Anonymous and not just the listing as such – then we have a separate record where these are posted.
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Bobby MoseleySent: Thursday, March 29, 2012 11:48 AMTo: McKinley, LeslieSubject: [Tessitura Development Forum] FW: Anonymous gifts
Thanks Leslie.
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Leslie McKinley Sent: Thursday, March 29, 2012 11:29 AM To: Moseley, Bobby Subject: RE: [Tessitura Development Forum] FW: Anonymous gifts
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Bobby Moseley Sent: Thursday, March 29, 2012 11:48 AM To: McKinley, Leslie Subject: [Tessitura Development Forum] FW: Anonymous gifts
We do the same thing here –
We have one record named Anonymous Constituent, where super anonymous gifts are recorded. (We of course have all of our mailing restrictions assigned to the record, so it doesn’t get pulled into our direct response program.) One individual enters these gifts separate from our regular gift entry process, so even development officers do not know who the donor(s) is/are. For donors who simply don’t wish to be recognized, we have their program listing name as “Anonymous.”
-K
---
Kathryn Gloor
Individual Giving Manager
WESTPORT COUNTRY PLAYHOUSE
www.westportplayhouse.org
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From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Leslie McKinleySent: Thursday, March 29, 2012 12:29 PMTo: Meghan MoorlachSubject: RE: [Tessitura Development Forum] FW: Anonymous gifts
When you say Anonymous, do you mean that your organization does not know who the gift is from, or that the donor wants to assume anonymity in publications?
Marie
--
Marie Kocher | Development Assistant
Kansas City Ballet
Todd Bolender Center for Dance and Creativity
500 W. Pershing Road, Kansas City, MO 64108
816-931-2232 x 1382 | 816-931-1172 (fax)
Buy tickets and enroll for classes: www.kcballet.org
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Bobby Moseley Sent: Thursday, March 29, 2012 10:48 AM To: Marie Kocher Subject: [Tessitura Development Forum] FW: Anonymous gifts
Marie,
First thanks to everyone that has shared their thoughts. We know who the donor is but they are making the gift as Anonymous. In the past we have put all anonymous gifts on a record of Anonymous. It is now being suggested that we put the anonymous gift on the Donor record with the Program listing of Anonymous. Which I see now that some organizations are doing the Anonymous Programs Name listing. I believe our business rules are about to change.
Which brought up another question in our meeting today, if the Donor says, I wish this $100,000 gift to be anonymous, can it be color coded to show it as Anonymous? Seems like I saw something like this at one of the conferences.
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Marie Kocher Sent: Thursday, March 29, 2012 12:24 PM To: Moseley, Bobby Subject: RE: [Tessitura Development Forum] FW: Anonymous gifts
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Bobby,
We put the contribution on the donor’s account and then on the program listing we type in “Anonymous” as the program name.
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Bobby Moseley Sent: Thursday, March 29, 2012 1:46 PM To: Marie Kocher Subject: RE: [Tessitura Development Forum] FW: Anonymous gifts
Thanks Marie.
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Marie Kocher Sent: Thursday, March 29, 2012 3:21 PM To: Moseley, Bobby Subject: RE: [Tessitura Development Forum] FW: Anonymous gifts
Let's say they make a 5k gift, and a 10k gift. If they only want to be listed under the 5k with their name, we use the Donation Level to override the amount their membership or total giving would pull. That way their 10k gift is protected from being listed.
Just chiming in -
When we add Anonymous program name listing to constituents, we change the sort name to "^Anonymous/NAME".
The ^ ensures that in a report output the Anonymous people are sorted at the top. [Similarly, if you want Anonymous at the bottom of your listing use sort name "zzAnonymous".]
The "/NAME" in the sort name helps us identify who the anonymous listing belongs to whenever there are multiple anonymous givers in the output set without including name fields in the output.
Cheers,
Tamiko
Just to clarify the comment above -
In General: We record the contribution on the household level (unless they are an individual), then we have an utility that automatically creates program name listings associated with the campaign of the gift unless there is one that exists already for that account. It's supplemented with an custom nightly procedure that updates the Donation Level associated each program name.
For Anonymous Listings: We manually update the Preferred Name field to "Anonymous" and change the sort name (still under Program Names) as posted above for ease of use. We do NOT change the sort name under the General Tab.
What utility do you use to automatically update program name listing?