Membership downgrade during renewal cycle

Christine Richards

If a member downgrades their category during the renewal cycle/months before their expiration date, do you immediately change their category and remove the benefits associated with the higher category?


I would love to allow members to keep their current benefits until their current cycle expires before downgrading to the new level. However, Raiser's Edge does not have a standard procedure for entering this within the membership module. I'm curious how other insitutions handle this.

Stephanie Morrill

We are in Altru, but sounds similar to us.  We haven't found a way to keep benefits of higher level.  It seems to be a change now, changes everything.  We have shared with our members that downgrading affects their benefits at that time and they may want to wait till renewal time.  We have found that members will typically keep their current level at renewal.