Hey Everyone!
I am evaluating our current Gift Membership process to see if there is a way to make it better. I would love to hear how your museum, zoo or aquarium does gift memberships. Right now we use Contrib-2 on TNEW for gift memberships, the money goes to on-account and the recipients information is collected via the form that creates a CSI. On the backend we apply the on-account money in contribution entry to assign the membership to the recipient. Does anyone do a different process? I would love to hear about it!
Thanks!
Samantha WilsonThe Neon MuseumSenior Database Manager
Hi,
We do it the way you describe.
I'm looking for a way to identify gift membership recipients to exclude them from email lists (at least until they receive their gift which may be a surprise).
Nathaniel, we do the same. We use the Benefactor field to exclude those memberships as well. I didn't even think of using the initiation date as Jo explained to help with timeframe management for communications.