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Marking contributions across various constituents

Andrea Stahel
$organization

Hi,

I was hoping someone could help us with the following contribution conundrum. For donors who contribute as a foundation for tax reasons, is there a way to have the contribution show up at all levels, e.g: 

- Mr Smith

- Mrs Smith

- Mr + Mrs Smith Household

- Smith Family Foundation (wishes to be acknowledged as such)

I've tried various affiliation arrangements but haven't managed to get the contribution across each constituent.

We also have another constituent that contributes from a total of three different foundations- any suggestions on the best way to manage that?

Thank you in advance!

Andrea, Melbourne Festival

 

  • $organization
    Could you enter contribution on account from which the money comes and soft credit the other accounts? I believe contribution would show up on all accounts that way.

    Nancy
    First Stage
    Milwaukee, Wisconsin
    Individual Giving Manager

    Sent from my iPhone

    On Jul 10, 2012, at 8:04 PM, "Andrea Stahel" <bounce-andreastahel5260@tessituranetwork.com> wrote:

    Hi,

    I was hoping someone could help us with the following contribution conundrum. For donors who contribute as a foundation for tax reasons, is there a way to have the contribution show up at all levels, e.g: 

    - Mr Smith

    - Mrs Smith

    - Mr + Mrs Smith Household

    - Smith Family Foundation (wishes to be acknowledged as such)

    I've tried various affiliation arrangements but haven't managed to get the contribution across each constituent.

    We also have another constituent that contributes from a total of three different foundations- any suggestions on the best way to manage that?

    Thank you in advance!

    Andrea, Melbourne Festival

     




    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!
  • $organization
    Andrea,

    I hope that I understand what you are asking, but I think there are 2 things which need to be put into place - assuming you are meaning to have the contribution appear in 2 different accounts.

    1. The program listing is how you recognize the contribution in publications - so you can put the same "Smith Family Foundation" in both the household record and foundation record.

    2. So that you see the contribution on both records, when the contribution is entered, you can soft credit one of the accounts.

    We have list criteria which were built to include soft credits in our results when pulling lists. Both constituent records would appear in the results and some de-duplication would need to be performed.

    Again, I hope I understood what you were asking and this helps.

    Thanks,

    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)
    mkocher@kcballet.org

    Buy tickets and enroll for classes: www.kcballet.org



    -----Original Message-----
    From: Tessitura Development Forum on behalf of Andrea Stahel
    Sent: Tue 7/10/2012 8:02 PM
    To: Marie Kocher
    Subject: [Tessitura Development Forum] Marking contributions across various constituents

    Hi,

    I was hoping someone could help us with the following contribution conundrum. For donors who contribute as a foundation for tax reasons, is there a way to have the contribution show up at all levels, e.g:

    - Mr Smith

    - Mrs Smith

    - Mr + Mrs Smith Household

    - Smith Family Foundation (wishes to be acknowledged as such)

    I've tried various affiliation arrangements but haven't managed to get the contribution across each constituent.

    We also have another constituent that contributes from a total of three different foundations- any suggestions on the best way to manage that?

    Thank you in advance!

    Andrea, Melbourne Festival






    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!
  • $organization in reply to Nancy Clarkin

    Thanks Nancy and Marie- soft crediting seems like the way to go!