The reason not to record both is dues is if you try to count members. Besides which recording it in dues will override the givers expire date.
> -----Original Message----- > From: Carl Paulsen [mailto:[EMAIL PROTECTED]] > Sent: Tuesday, November 13, 2001 4:59 PM > To: TechRocks Support > Subject: [support] RE: Gift memberships > > > Ditto to what Walt said. Basically, though, we end up soliciting both > unless we specifically know not to solicit one or the other. I'd > suggest entering both payment records as "dues" and trying to > "recapture" both in a year. You've now got two good prospect addresses > in any case, so why not take advantage of them? > > Carl > > > Walt Daniels wrote: > > > > Yes, $0 dues payment for the recipient and $x contribution for > the giver is > > what we do. We used to just mark the to/from information in the > memo field > > but we have just switched to marking the giver and recipient > with symetric > > records numbers in each one's records. We also also mark who is > to get the > > renewal notice (where we know it). This is the really touchy > issue in the > > whole process - who do you remind to renew? Our current forms > do not request > > this information so it is hard to guess. We think that most of > ours are one > > shot deals, trying to get them to join by giving them a free sample. One > > joined as a life member on getting his first renewal notice - > didn't want to > > keep getting renewal notices. > > > > > -----Original Message----- > > > From: Larry Bednar [mailto:[EMAIL PROTECTED]] > > > Sent: Monday, November 12, 2001 2:46 PM > > > To: TechRocks Support > > > Subject: [support] Gift memberships > > > > > > > > > I'm working with an organization that has a history of selling "gift > > > memberships". Handling this information in Ebase presents a few > > > problems. I would appreciate the sage advice of any of you who > > > might have > > > thought about this already. > > > > > > The main difficulties seem to me to arise because, the "gift > membership" > > > payment comes from someone different than the person whose > > > "membership" is > > > affected. > > > > > > At present, I've added a "Gift From" field to the "payments" > database, as > > > suggested by M.Scholtz (I THINK it was Matthew) in an email to > > > this support > > > group a few months ago. In many respects this works decently. I > > > do need to > > > modify some layouts to display this information, but it can > basically be > > > added to the layouts where it should be expected without heroics. > > > > > > The one thing uncomfortable about this approach is that the actual > > > "payment" didn't come FROM the person who got the membership. > The Ebase > > > "dues summary" field for the person getting the membership > then includes > > > the "dues payment" tallied in his name - even though this payment was > > > actually MADE by another person. Someone else once commented > here that a > > > payment should indicate the last person who touched the money > before the > > > organization got it. This makes sense to me, but that ISN'T > what happens > > > in this approach... > > > > > > A related problem is that the amount of the gift membership isn't > > > added to > > > the purchaser's "dues" or "contribution" total either - even > though they > > > actually provided the money... Because the amount is tallied > with the > > > membership, the actual contributor doesn't get credited. > > > > > > I've considered the alternative of actually entering two > payment records > > > for a "gift membership", one for the recipient indicating a payment of > > > zero, and one as a "contribution" or "merchandise purchase" for > > > the person > > > providing the money. This seems a little bit yucky, since it relies > > > heavily on the operator following the correct entry > procedures...but at > > > least the dollars tally to the correct individuals. > > > > > > Any comments from folks who have dealt with/thought about > this would be > > > VERY welcome... > > > ************************************************************** > > > Larry F. Bednar > > > Consulting in Statistics, Quality, Data Managment > > > Portland, OR 503.493.8542 [EMAIL PROTECTED] > > > ************************************************************** > > > > > > > > > ------------------ > > > Reminder to each recipient: To change your list account > preferences, go to > > > http://email.sparklist.com/scripts/lyris.pl?enter=support and > > > enter the email address you used to subscribe to the ebase > > > support list:: [EMAIL PROTECTED] > > > > > > To unsubscribe send a blank email to > [EMAIL PROTECTED] > > > --------------------------------------------------------------------- > > > ebase - Relationship Management for Nonprofits, http://www.ebase.org > > > --------------------------------------------------------------------- > > > > > > > > > > ------------------ > > Reminder to each recipient: To change your list account > preferences, go to > > http://email.sparklist.com/scripts/lyris.pl?enter=support and > enter the email address you used to subscribe to the ebase > support list:: [EMAIL PROTECTED] > > > > To unsubscribe send a blank email to > [EMAIL PROTECTED] > > --------------------------------------------------------------------- > > ebase - Relationship Management for Nonprofits, http://www.ebase.org > > --------------------------------------------------------------------- > > -- > Carl Paulsen > New Hampshire Rivers Council > 54 Portsmouth Street > Concord, NH 03301 > 603-228-6472 > 603-228-0423 Fax > [EMAIL PROTECTED] > > ------------------ > Reminder to each recipient: To change your list account preferences, go to > http://email.sparklist.com/scripts/lyris.pl?enter=support and > enter the email address you used to subscribe to the ebase > support list:: [EMAIL PROTECTED] > > To unsubscribe send a blank email to [EMAIL PROTECTED] > --------------------------------------------------------------------- > ebase - Relationship Management for Nonprofits, http://www.ebase.org > --------------------------------------------------------------------- > > ------------------ Reminder to each recipient: To change your list account preferences, go to http://email.sparklist.com/scripts/lyris.pl?enter=support and enter the email address you used to subscribe to the ebase support list:: [email protected] To unsubscribe send a blank email to [EMAIL PROTECTED] --------------------------------------------------------------------- ebase - Relationship Management for Nonprofits, http://www.ebase.org ---------------------------------------------------------------------
