Crediting Household On Account To Individual

Hi Emily,

There might be a setting in your system table that’s preventing you from crediting/assigning membership to a primary affiliate.

We have a similar membership stream where we have the contribution transacted on the household (as with all our other contributions) but we assign the membership to the female affiliate (the membership program is for women).  We’ve been using this method for about a year now with great success.

As for another option – I wonder if simply adding a note to the Notes field of the membership will suffice?

Hope that helps/points you in the right direction!

Cheers,

Christine

Christine Pellerin  Development Coordinator
Soulpepper Theatre Company

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From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Emily Andres
Sent: Wednesday, June 19, 2013 3:37 PM
To: christine@soulpepper.ca
Subject: [Tessitura Development Forum] Crediting Household On Account To Individual

Hi all!  We are starting a new membership program that will allow members of a household to join as an individual.  (Meaning one or both household members could join.)  The vast majority of these will come in online, pushing the money on account.  We are set for all contributions, including on account, to sit on the household level, but I would like to be able to note or credit - in an easily pullable way - which affiliate of the household is the actual member.  (In the case of only one joining.)  I looked at assigning membership and adding a creditee but both gave me messages saying I can't assign to an affiliate on a household and defaults to the household.  Has anyone else faced this issue?  Any suggestions of how to circumvent this or creative ways to note the individual member?  Thanks in advance for any help you can give!   

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For a couple of years we used a “membership” that was based on affiliation (as it would be called in version 11) and constituency. So you could create a corporate account for your membership organization, affiliate the individual accounts to that corporate account as “Members,” with membership levels set up as entries in TR_AFFILIATION_TYPE, and with a start and end date set in the affliation, then, if you want, set up a scheduled job to create a constituency. This was a hack of sorts to allow us to use one gift as the basis for a real membership in our annual giving membership organization plus a “membership” in a support group where the dues were counted toward annual campaign giving. It was manual, for a small number of people.

We had three membership levels, based on giving of $150, $300, or $500, so had three rows in TR_AFFILIATION_TYPE that were named (with the name of the support group in place of “Memb Org”):

·         Memb Org 150 Member

·         Memb Org 300 Member

·         Memb Org 500 Member

The code below will set up a constituency (with start date) that matches the affiliation, and will delete constituencies for patrons who don’t have an active affiliation. (If you put an end date in the constituency, it won’t get deleted when there is no active affiliation.) Perhaps you could automate the creation of the affiliation as well, based on gifts to a particular fund and/or campaign meeting the right criteria.

----------------

delete from tx_const_cust

where constituency = ## --id value in TR_CONSTITUENCY

  AND ISNULL(end_dt, 0) = 0

  AND customer_no NOT IN

      (SELECT individual_customer_no

      FROM T_AFFILIATION

      WHERE group_customer_no = ####### --account number for corporate account

        AND affiliation_type_id in (100##, 100##, 100##) --values from TR_AFFILIATION_TYPE to hold membership levels in fake membership org

        AND inactive = 'N')

INSERT TX_CONST_CUST(customer_no, constituency, start_dt)

SELECT  distinct individual_customer_no, ##, start_dt --as above

FROM T_AFFILIATION

WHERE group_customer_no = ####### --account number for corporate account

  AND affiliation_type_id in (100##,100##,100##) --values from TR_AFFILIATION_TYPE to hold membership levels in fake membership org

  AND inactive = 'N'

  AND individual_customer_no NOT IN

      (SELECT customer_no

      FROM TX_CONST_CUST

      WHERE constituency = ##) --as above

  AND ISNULL(individual_customer_no,0)<>0

-------------

Lucie

______________________________
Lucie Spieler
IT Development and Training Manager

FLORIDA GRAND opera