A new post in a new community. Exciting (also was there an old fundraising/development community that got deleted or folded in somewhere else?...).
I am wondering if anyone uses program names, below. We have not but are thinking of how to implement it moving forward, as we are about to print a new donor recognition wall. If your organization has adopted it, how did you go about updating records? Right now the only option we can think of is individual email outreach to confirm the current name(s) associated with an account and request name updates for recognition purposes.
Though, if you do not use this feature, would still be curious to hear your process. I presume you use list manager with certain outputs? Any insight is appreciated. I just started in development a few months ago. I'm new to GLAM and Tessitura.
https://www.tessituranetwork.com/Help_System/Content/Constituent%20Records%20Basic%20Features/Program%20Names.htm
Hi JM,
We use program names at Olney Theatre! In terms of updating records, we have a utility called Program Book Maintenance that we run and based on the criteria (fund/campaign given to, giving levels set up for the program names on the backend, date range, etc.) it will automatically updated the level and create a name for anyone who doesn't already have one (I set it to make the program name just the general first name and list name (so "Bob Smith" or "Jack and Jane Robinson") if one doesn't exist. Obviously if someone tells you specifically how they want to be listed you would want to add it in manually, but the utility shouldn't override it.
Now there will be folks who do want to be listed a certain way and haven't told you, so you could either wait for them to reach out after seeing their name OR send out a letter to the effect of "We're updating our records and wanted to confirm how you would like to be recognized for your giving. If we don't hear from you by [date] your recognition name will default to [name]."
Does this help? Happy to talk more!
We use Program Names, they're very handy. We have multiple different Program Name options, which I would recommend to you to do as well - since you're doing a donor wall, some folks may prefer to be listed in a certain way in such a permanent installment, vs in print for a program. For example, we have different name options for Play Program, Named Seat, our heritage society listings, etc. Some folks prefer to be anonymous in some recognition, but not in others. If you already know how everyone wants to be listed I admit I'm not aware of a wall to mass upload that info. We have "please recognize me as ______" options on all of our solicitations and pledge forms, so that as those come in I can manually update their program names should they provide that info. Otherwise, our default is First Name Last Name until told otherwise.