Nonprofits and foundations
The supporter and the member are the same person.
Somebody who gives, attends, volunteers and holds a membership is one record, not four rows in four systems that somebody reconciles at year end. Recurring support runs on the same schedule engine as recurring dues, income is recognized in the period it belongs to, and what a supporter has actually done for you reads on one screen. The ask stops being made from a list that is three months out of date.
Hold giving and membership on one record
- Recurring support
- One-off gifts
- Membership
- Event attendance
- Volunteer history
A monthly supporter who also holds a membership and volunteers twice a year is one person with one history. Development and membership stop working from separate lists, and nobody sends a renewal notice to somebody who upgraded last week.
See membership managementRecognize the income where it belongs
- Revenue recognition
- Restricted funds
- Refunds
- Income accounts
- Year-end reporting
Support collected in one month and earned across twelve is recognized across twelve. Orders, refunds and adjustments carry through to the accounting view from the same source data, so the finance conversation is about the numbers rather than about which export produced them.
See accounting and revenue