Fixed to rolling membership

Hi,

In our consortium, one of our organizations is currently using a fixed membership to track annual donations.  They are interested in changing their membership structure to a rolling membership to better manage their donors and when solicitations for annual gifts should be sent.

I’m curious if anyone has changed their membership structure from fixed to rolling?  If so, what steps did you take?  Were there any hurdles you encountered?  Is there something you wish you would have done differently? 

Thanks for any advice anyone can offer.

Best,

T.C. Brown

Pittsburgh Cultural Trust Consortium

Cross posting in Fundraising