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New contributions not applying to existing membership

James Weil
$organization

Hello everyone.

Here's a quick scenario. John contributes $250 on October 1, and a "Director" ($250-$499) membership is automatically assigned as it should be. A month later he makes an additional $200 contribution, so he should still be in the "Director" level but the numbers should change, right? I would expect to see Amount $450, AVC Amount $200, and I don't know what Recognition Amount is but I can manually change that. Now, the AVC amount is correct, but the amount is still at $250. Is this going to mess up my reporting? Is there any way to correct this, or something I'm doing wrong?

Many thanks.

James

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  • $organization
    Hi, James—
     
    As I understand memberships, it sounds as if you’re doing it right. The membership level, $250, is the base amount for that level. If he had given an additional $300, moving him to the next level, the membership level would report as $500. The recognition amount is always, after the first gift, a manual process during gift entry or after. Perhaps you want to recognize your $250 donor at the $1,000 level because of intangible something-or-other. So you’d update the membership to be at the level that encompasses the level you want to recognize (and your AVC would be a negative number, but the membership level and recognition level will be whatever you need it to be.
     
    Lucie
     
    _____________________________________________
    Lucie Spieler
    IT Development and Training Manager
    FLORIDA GRAND opera
Reply
  • $organization
    Hi, James—
     
    As I understand memberships, it sounds as if you’re doing it right. The membership level, $250, is the base amount for that level. If he had given an additional $300, moving him to the next level, the membership level would report as $500. The recognition amount is always, after the first gift, a manual process during gift entry or after. Perhaps you want to recognize your $250 donor at the $1,000 level because of intangible something-or-other. So you’d update the membership to be at the level that encompasses the level you want to recognize (and your AVC would be a negative number, but the membership level and recognition level will be whatever you need it to be.
     
    Lucie
     
    _____________________________________________
    Lucie Spieler
    IT Development and Training Manager
    FLORIDA GRAND opera
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