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Gift Membership Renewal Notices

Carolyn Brown
$organization

Hi Everyone, 

I can see there is a way to set up renewal notices to send notices to the givers or recipients of gift memberships, but when testing this I noticed it generates a letter for all givers in that lapse period OR all recipients but does not allow me to choose one or the other based on patron preference. When our patrons give gift memberships, they can choose if they want the renewal notice to be sent to the giver or the recipient when the membership expires. Is there a way in Tessitura to assign who to send the renewal notice to during or after gift membership contribution entry?

Many thanks,

Carolyn Brown

Membership Coordinator

Wadsworth Atheneum Museum of Art

  • $organization

    Thank you, Jim—that is a great idea!

     

    From: Tessitura Memberships [mailto:forums-memberships@tessituranetwork.com] On Behalf Of Jim Reynolds
    Sent: Friday, June 23, 2017 11:34 AM
    To: Kimberly Smith
    Subject: Re: [Tessitura Memberships] Gift Membership Renewal Notices

     

    Hi Kimberly - we use the Creditee Type to distinguish. We have 2 types, "GM - Giver Renew" and "GM - Recipient Renew". The gift entry team assigns the appropriate one when entering the gift membership and then I use the creditee type to segregate the renewal notices.

    Hope this helps!

    From: Kimberly Smith <bounce-kimberlysmith2245@tessituranetwork.com>
    Sent: 6/23/2017 9:54:41 AM

    I am recirculating a post sent from our institution over a year ago to see if there is any new insight on the topic of Gift Membership Renewals:

    Hi Everyone, 

    I can see there is a way to set up renewal notices to send notices to the givers or recipients of gift memberships, but when testing this I noticed it generates a letter for all givers in that lapse period OR all recipients but does not allow me to choose one or the other based on patron preference. When our patrons give gift memberships, they can choose if they want the renewal notice to be sent to the giver or the recipient when the membership expires. Is there a way in Tessitura to assign who to send the renewal notice to during or after gift membership contribution entry?

    Thank you,

    Kimberly Smith

    Membership Coordinator

    Wadsworth Atheneum Museum of Art




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