Changing Membership Structure (Memberships)

Hi: we have a simple membership structure with the names based on the minimum donation amount (so, "100", "225", etc), and we're changing up these ranges.  New ranges will be created, but mostly ranges will either be moved or completely eliminated.

It seems to me that there are two ways of going about this:

1) modify and inactivate current membership levels

2) create a new membership organization an start from scratch

I don't have "inactivate all the old membership levels and create new ones" because once used I don't think you can rename old membership levels, although this would be largely the same as having a new membership organization.

For number one I'm worried about confusing our reporting and trends.  If you report on some levels, they'll just vanish at on a certain date, while others will persist, but will reflect different ranges before and after the changeover.  Trends showing a change might just reflect a shift in the membership structure.

If we create a new membership organization, we'll lose any kind of continuity, including inception dates.

Probably there are more issues I'm not thinking of?  I think most of the big issues will revolve around reporting and analytics, but naively it seems like making as clean a break as possible would be best?  Does anyone have experience and/or advice?

Parents
  • I'm approaching a similar situation. My organization deactivated Memberships for the last 2-3 years so it seems that will derail much of the value in reporting and trends. The current levels are slightly different than the old ones (some ranges were split in two, others merged), so I am leaning toward creating a new membership organization. Based on your experience, do you have any advice?

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  • I'm approaching a similar situation. My organization deactivated Memberships for the last 2-3 years so it seems that will derail much of the value in reporting and trends. The current levels are slightly different than the old ones (some ranges were split in two, others merged), so I am leaning toward creating a new membership organization. Based on your experience, do you have any advice?

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