[ereastman]

Hi all, I am looking for some opinions on how to handle a difficult constituent situation.

Here it is: An older couple's daughter contacted us requesting that all mailings having to do with solicitation get mailed to her (she lives in a different city) and all membership mailings, invites, etc. go to the parents still. Further complicating matters, the wife is a docent and we need to make sure that she is able to get all of her docent mailings from a manager in our education dept. but also not be billed for her yearly dues but billed through the daughter. We really have no similar situation to compare this to, so I don't know what path to take. Here are some of my thoughts but I'd really love to hear about how anyone else handles this - looking for the simplest solution!

- Marked the parent's records as DNS so they won't be billed or recieve AF solicitations

-Not sure whether to create a record for the daughter herself or if I should just use the "invoicing" address type within the parent's records. If so, I have no idea how to trigger this address to be mailed to in those instances necessary since I don't believe we are using it. . . I was also thinking I could create a record for the daughter and have her either sharing the membership or having given the gift of membership to have her billed for the member renewal rather than the parents. If I make a record for the daughter and she shares the membership I am unsure how to restrict her from the normal mailings we do yet still allow her to be billed for everything. Yet how do I mark her as giving the gift of membership when really it is the parent's money - do I enter the gift in her record and then soft credit the parents?

-I am real unclear how to handle her docent volunteer dues, as the manager simply pulls her mailings through Mail quick letters (based on a query of active docents) and sends them all a bill - how could I route that mailing to the daughter and not the mother without messing up all the other addresses?

thanks!!!

[Elaine Tucker]

Code the parents address - attributes-mail types = general
code an additional address in the parent record - attributes - mail types = invoice

Code in the Addressee Salutation tab:
Type = Invoice Text= Daughters name.

When you are working with mail in RE to determine which mailing address to use:

in each mailing function in the "address tab" (indiv and org) there are 4 choices.
1 as of ...
2. specify order
3. CHECK FOR ATTRIBUTES
4. if not found then...

if you have coded an address with an attribute mail type of invoice and then
choose invoice in #4 RE will then supercede #4 with any other mail types addressed in
1 and 2.

Question - if the daughter pays does she get hard credit for the membership and the parents get soft? If that is the case then wouldn't she need her own record? I've never used the membership module, so I not sure how that all works. Do you have the option in relationship to "automatically soft credit for memberships" like you do for gits?

Hope this helps.

Cheers,
Elaine

[ereastman]

Thanks for the tips, I will see if I can get this to work out.

Since the daughter is the custodian of the parent's finances now, but it is not technically her money, I would still prefer to see the gift entered in the parent's record, which complicates things though, so I guess we may enter under the daughter and give her her own record and sc the parents.

[vsiegel]

Quote:

Originally Posted by ereastman

Thanks for the tips, I will see if I can get this to work out.

Since the daughter is the custodian of the parent's finances now, but it is not technically her money, I would still prefer to see the gift entered in the parent's record, which complicates things though, so I guess we may enter under the daughter and give her her own record and sc the parents.

It sounds like you could treat this much like a Trustee relationship.