Using Event Records to Track Plaques

Joshua Bekerman bCRE:

Does anyone use the Event module for tracking donor plaques (or bricks, or donor honor roll walls, or captial campaign naming opportunities)?



 

Joshua Bekerman bCRE:

Does anyone use the Event module for tracking donor plaques (or bricks, or donor honor roll walls, or captial campaign naming opportunities)?  I've searched the Community and only see posts mentioning the use of Attributes (gift or constituent), Notes, or Proposals.  We have plaque honor rolls in multiple buildings, with some buildings having multiple honor rolls.  I'm thinking of using an Event record to track the location of plaques, using the seating function.  I'm still figuring out the details but, for example, each building could be it's own event record, then each seating section could be a wall, with a table/row representing the row location of the plaque, with the seat assignment representing the column location.  The gifts that 'paid' for the plaque could be linked to the event registration.  Then I could make a super cool custom report in Crystal Reports that shows exactly where the plaques are and what the wall actually looks like, including the plaque inscriptions.   We would also be able to see available/empty plaque locations.


So, anyone else using the Event module for this?


Thanks!

 

Heather MacKenzie:

We are not, currently, but I love the idea!  We already use the membership for our Donor Wall tracking of movement between levels of giving....  *stealing*

Heather MacKenzie:

 

Cathy Spencer:

 

Heather MacKenzie:

We are not, currently, but I love the idea!  We already use the membership for our Donor Wall tracking of movement between levels of giving....  *stealing*

Heather, could you share how you use the Membership module for tracking movement between levels on your donor wall? Do you set up the expiration date to be a year from when they "joined" a certain level and then each year either "renew" at that level, or let it expire and have them "join" the appropriate next level? I like this idea but have never used the membership module before. Looking for insight. Thanks

Cathy

 

It's a relatively new process for us, so it's still a work in progress, just FYI.  Currently, everyone joins at whatever level as a lifetime membership.  That way it doesn't matter when they move up to the next level.  Unfortunately, that means a bunch of manual work (knee deep in this right now!) to move them up unless I can figure out a way to create queries of these folks who are moving up and then global change/add them somehow.  That being said, the next step is to expire the current level, and then "join" them at the next level up.  We renew our donor wall each calendar year, so it would look something like this:


Mary & John Sample:  Joined Bronze Level (our lowest level) January 2016 with a lifetime membership

Mary & John Sample:  Gave enough in 2016 and 2017 to move up to next level, Silver, with our 2018 refresh of the wall - Their Bronze level would then upgraded renew as of 1/1/2018 to the Silver Level and still be a lifetime membership


I think this will mean less manual work each year than if everything expired and had to be renewed each year.


We also have the donor recognition name as an Attribute on Org records, and a secondary addressee/salutation on Individual Records, which then gets pulled into our Donor Category Report for reference and can be queried upon as well.


We use the Donor Category Report for finding those who have moved up a level(s) each year.


By the way, any thoughts, comments, critique would also be appreciated on this if anyone has any thoughts about how to improve this.  It's our first year into doing it this way.


 

 

Joshua Bekerman bCLO,:

Does anyone use the Event module for tracking donor plaques (or bricks, or donor honor roll walls, or captial campaign naming opportunities)?  I've searched the Community and only see posts mentioning the use of Attributes (gift or constituent), Notes, or Proposals.  We have plaque honor rolls in multiple buildings, with some buildings having multiple honor rolls.  I'm thinking of using an Event record to track the location of plaques, using the seating function.  I'm still figuring out the details but, for example, each building could be it's own event record, then each seating section could be a wall, with a table/row representing the row location of the plaque, with the seat assignment representing the column location.  The gifts that 'paid' for the plaque could be linked to the event registration.  Then I could make a super cool custom report in Crystal Reports that shows exactly where the plaques are and what the wall actually looks like, including the plaque inscriptions.   We would also be able to see available/empty plaque locations.


So, anyone else using the Event module for this?


Thanks!

 

Hi Joshua,


Is it possible you can share a screen image of one of your records? My organization has been recording these as org records. The problem I have with that is that we now have close 1,000 org records for every room, brick, etc. we've ever sold - makes reporting a bit hard. I was thinking of using the event module and came here for some research.... to find that you've already detailed this great idea. 


Thanks,

Esmeralda

esmeralda.cuevas-anderson@sharp.com

Joshua Bekerman bCLO,:

Does anyone use the Event module for tracking donor plaques (or bricks, or donor honor roll walls, or captial campaign naming opportunities)?  I've searched the Community and only see posts mentioning the use of Attributes (gift or constituent), Notes, or Proposals.  We have plaque honor rolls in multiple buildings, with some buildings having multiple honor rolls.  I'm thinking of using an Event record to track the location of plaques, using the seating function.  I'm still figuring out the details but, for example, each building could be it's own event record, then each seating section could be a wall, with a table/row representing the row location of the plaque, with the seat assignment representing the column location.  The gifts that 'paid' for the plaque could be linked to the event registration.  Then I could make a super cool custom report in Crystal Reports that shows exactly where the plaques are and what the wall actually looks like, including the plaque inscriptions.   We would also be able to see available/empty plaque locations.


So, anyone else using the Event module for this?


Thanks!