Hi All!
We are currently figuring out if memberships are a good fit for us, but are struggling to decide whether we should set them up on a rolling basis (initiation based on donation date, expiration after 12 months) or if we should tie the dates to our actual season/FY dates (July 1 - June 30). Specifically, with most of our benefits redeemed during the season (parking passes and comp tickets) we're struggling with how to handle year-end December donors' membership schedule/benefits.
Is anyone else in a similar boat who would be willing to share what you do??
Thanks so much!Anna
Hi Anna!
We have definitely run into the same conundrum, we have the same fiscal year as your organization. We have typically set up our benefits to match our fiscal year/season, and then we send out benefits either at the beginning of the fiscal year or with their season tickets (if they have them).
For our end of year donors, most renewing donors receive benefits for the following year. With any new end of calendar year donors we will reach out and ask them if they would like benefits for the remainder of this year or next year, in some cases we do end up sending them half and half. We are definitely trying to get away from that model and make their benefits valid for 12 months from their donation date, but it's still a work in progress.
I would be happy to set up a zoom call with you if you want to talk further!
-Kelsey
Hi Kelsey! That would be awesome, thank you!
I'll send you a message :)