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I have close to 700 members that I track, some are
couples who have separate (individual) membership records and pay separate dues.
The dilemma comes when the couple donates together. Presently, the
donation is attributed to one of the records( i.e.: his) with a notation on
the other record ( i.e.: hers) that the couple's donor info can be found at the
spouses record (his). I can't split the donation, obviously, and when
printing donor lists, somebody's spouse always inadvertently gets left off in
spite of manually proofing the list. This is where (I think) householding
could be a valuable tool, but it appears to only function for address/mailing
labels. Am I correct in this assumption? Is there a way to household their
donation info as well, for say, donor lists or reports?
One solution I've thought of is to create another record for the couple solely for donation information. But, I can't foresee what, if any, problems this may cause- especially if no membership info is stored there. I'm curious as to how other e-base users address this? Additionally, a related problem is when individual
members ( i.e.: John Smith) will donate with their spouse and want both names
(John and Jane Smith) listed on all acknowledgements, lists etc. How to I
do this without altering the original membership record? Is it possible to
create an alternative salutation line that could include both names and that
could be toggled on and off ( with a radio switch) as needed?
Thanks for any suggestions!
Michele
Michele Simpson, Assistant Director Rocky Mountain Biological Laboratory Post Office Box 519 Crested Butte, CO 81224 970-349-7231 [EMAIL PROTECTED] www.rmbl.org |
- [support] Re: Donation Dilemma Michele Simpson
- [support] Re: Donation Dilemma Rainie Jueschke, CFRE
- [support] Re: Donation Dilemma Michele Simpson
- [support] Reasons for zeroed dues membe... Beth Hynes
- [support] RE: Reasons for zeroed du... Walter Daniels
- [support] RE: Reasons for zero... Beth Hynes
- [support] RE: Reasons for ... Gerry A Hodgson
- [support] RE: Donation Dilemma Walter Daniels
