AF Renewals w/gifts in both Indiv&HH records

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

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

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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

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

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!