So by general rule we have been entering any gifts or ticketing into household records when they exist. My question is.
If Jane Smith gives a gift of $10 and Tom Smith gives a gift of $20 and Jane & Tom Smith give a joint gift of $50 all in the same year, how will that effect my Annual Fund Renewals? We renew once a year based on their total annual giving, adjusting so under Recog. Amt under memberships. If I want to continue to do it this way, will I need to enter any gifts no matter if it came from just Jane for instance, into the household record, so in this example, I send my renewal to Jane and Tom's household for $80?
My assumption is if I enter three separate gifts, one under Jane, one under Tom, and one under Jane&Tom, that it will create three separate memberships, and thus three separate annual renewals?
Thanks,Heather
Heather,
I will let the group comment on what they would advise for v11, however I did want to mention that with the advent of the initiator on contributions in v12. You will be able to keep the membership (with the $80 total) on the household and use the initiator field to track which individual initiated the gift. For more information have a look at the What's New in v12 document.
Best,
Anna