We recently converted to Tessitura and would like to ask a question from a Development Department standpoint. Is the best way to track Corporate/Foundation recognition levels, benefits, expiration dates, etc. through Memberships?
Any help would be appreciated.
Hi Dana,
Memberships are built for this type of thing and I feel they do the job well. I think most orgs probably have separate membership organizations for each type.One thing I will caution is to have a very clear plan going in as memberships do require some upkeep and can get out of hand easily if no one is paying attention.Discuss early if you want a fixed date membership or not and stick to that decision. Make sure that there is someone to stay on top of monitoring the memberships and ensuring that the gifts are being recorded correctly. In short, don't set them up just to have them and wait till later to nail down all the particulars.
Cheers!
Agreed on all points. We have several different membership organizations organized around our different donor programs. It can be a little confusing at times but it works pretty well, I think. The T-Class on memberships is a good starting point (or refresher!)
Ditto! The other thing to think about is whether these are “true” memberships and should receive renewal notices. We have a special membership organization for entities which should receive certain benefits and information but which do not get regular renewal notices, so I know not to prepare notices for that group. Expiration dates can be tricky for such entities; if a corporation makes a mulit-year gift, the expiration date needs to be adjusted manually.
_______________
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
in office Monday-Tuesday-Thursday
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 Matthew Echert Sent: Friday, October 19, 2012 4:14 PM To: Julie Hamre Subject: Re: [Tessitura Development Forum] Organization Recognition
From: Ryan Rowell <bounce-ryanrowell5634@tessituranetwork.com> Sent: 10/19/2012 2:26:50 PM
Memberships are built for this type of thing and I feel they do the job well. I think most orgs probably have separate membership organizations for each type. One thing I will caution is to have a very clear plan going in as memberships do require some upkeep and can get out of hand easily if no one is paying attention. Discuss early if you want a fixed date membership or not and stick to that decision. Make sure that there is someone to stay on top of monitoring the memberships and ensuring that the gifts are being recorded correctly. In short, don't set them up just to have them and wait till later to nail down all the particulars.
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