Does anyone know how to setup auto-renewing memberships to hit the revenue of the memberships funds each fiscal year? I am able to setup a pledge for 10 years but the membership amount for those 10 years would be associated with the year I entered the pledge and not for the next 10 fiscal years.
We actually have a daily report produced.
Janet Grogan
Vice President, Membership, Annual Fund and Constituent Services
John G. Shedd Aquarium
1200 S. Lake Shore Drive
Chicago, IL 60605
p 312.692.3157
www.sheddaquarium.org
Interested in membership? Hear how great it is — straight from our members!
Shedd Aquarium is a not-for-profit, tax-exempt organization and an accredited member of the Association of Zoos & Aquariums.
THIS MESSAGE CONTAINS INFORMATION THAT MAY BE CONFIDENTIAL OR PRIVILEGED. ANY UNAUTHORIZED DISCLOSURE IS STRICTLY PROHIBITED. IF YOU HAVE RECEIVED THIS MESSAGE IN ERROR, PLEASE NOTIFY THE SENDER IMMEDIATELY BY REPLY E-MAIL THEN DELETE THE ORIGINAL MESSAGE. THANK YOU FOR YOUR ASSISTANCE. From: Tessitura Memberships [mailto:forums-memberships@tessituranetwork.com] On Behalf Of Phyllis Sanders Sent: Tuesday, June 07, 2016 4:00 PM To: Grogan, Janet Subject: RE: [Tessitura Memberships] Auto-renewing Memberships Thank you. So by manually producing them, do you create ticklers each year to process the charge? From: Tessitura Memberships [mailto:forums-memberships@tessituranetwork.com] On Behalf Of Christopher Sherwood Sent: Tuesday, June 07, 2016 3:10 PM To: Phyllis Sanders Subject: Re: [Tessitura Memberships] Auto-renewing Memberships Same at FTC; Took me about 6 months stuck on the "auto" part of auto-renewal not realizing that the record-keeping we have to have per state laws was easier done manually anyway. I would highly suggest looking into your local laws and regulations surrounding automatic payments/renewal services as well if you plan on doing this. It can be very disruptive to find you're not following the rules too late. From: Janet Grogan <bounce-janetgrogan2940@tessituranetwork.com> Sent: 5/26/2016 4:35:10 PM We did quite a bit of research at Shedd and it seems to be a lot more work to set it up than to just have a report run and emailed to you on the day you choose to auto-renew. Yes, more manual work to charge the card but we found it much better as most cards aren't valid a year out anyway and found the set-up to be painful. hope this helps. janet from Shedd This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Memberships Forum. You may reply to this message to post to the Memberships 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! This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Memberships Forum. You may reply to this message to post to the Memberships 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!
From: Tessitura Memberships [mailto:forums-memberships@tessituranetwork.com] On Behalf Of Phyllis Sanders Sent: Tuesday, June 07, 2016 4:00 PM To: Grogan, Janet Subject: RE: [Tessitura Memberships] Auto-renewing Memberships
Thank you. So by manually producing them, do you create ticklers each year to process the charge?
From: Tessitura Memberships [mailto:forums-memberships@tessituranetwork.com] On Behalf Of Christopher Sherwood Sent: Tuesday, June 07, 2016 3:10 PM To: Phyllis Sanders Subject: Re: [Tessitura Memberships] Auto-renewing Memberships
Same at FTC; Took me about 6 months stuck on the "auto" part of auto-renewal not realizing that the record-keeping we have to have per state laws was easier done manually anyway.
I would highly suggest looking into your local laws and regulations surrounding automatic payments/renewal services as well if you plan on doing this. It can be very disruptive to find you're not following the rules too late.
From: Janet Grogan <bounce-janetgrogan2940@tessituranetwork.com> Sent: 5/26/2016 4:35:10 PM
We did quite a bit of research at Shedd and it seems to be a lot more work to set it up than to just have a report run and emailed to you on the day you choose to auto-renew. Yes, more manual work to charge the card but we found it much better as most cards aren't valid a year out anyway and found the set-up to be painful.
hope this helps.
janet from Shedd
This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Memberships Forum. You may reply to this message to post to the Memberships 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!