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
Bobby,
We put the contribution on the donor’s account and then on the program listing we type in “Anonymous” as the program name.
Marie
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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 1:46 PM To: Marie Kocher Subject: RE: [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
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?
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
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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?