Are Organizations As Constituents Right For You Right Now?

Luminate Online’s Organization Gifts feature users with these types of questions.   The key sections that have been updated include:

• Hierarchies: Previously, TeamRaiser allowed for just three levels of hierarchy within an organizational structure. TeamRaiser now offers unlimited levels of hierarchy for structuring and reporting purposes and allow roll ups across those hierarchies.
• Contacts: Earlier versions of TeamRaiser only allowed for one contact per organization. TeamRaiser now allows you to associate unlimited contacts with an organization record. Contact types have been introduced to differentiate between those contacts. 
• Contact Info: We now allow organizations to record addresses, email addresses and telephone numbers. Now that Organizations can have multiple contacts, you can record subsequent addresses in the address of the contact which you will be emailing.
• TeamRaiser: National and regional structures have been maintained for reporting purposes, but you can now have unlimited local companies as well as levels of local companies that can be rolled up for reporting purposes. All levels have been established as first class entities.
• DeDupe: You can now merge duplicate organization records in TeamRaiser and Luminate Online.

All of these changes are meant to focus on the expansion of organizations and hierarchies. We have added the ability to record more information on an organizational record within TeamRaiser. Addresses, telephone numbers, notes, and multiple contacts have been incorporated as well, meaning that you can record interactions with organizations in the form of notes and use Luminate Online to email your contacts within that organization. If you currently use the software in this fashion, then adopting Organization Gifts will give you more capabilities than you have today along with first class functionality.

If your organization uses constituents to record interactions with organizations but never receives gifts except through contacts, then the Organization Gifts should be a good fit.  If you currently use TeamRaiser Company functionality in TeamRaiser and want to maintain them as a first class entity, then these changes will apply automatically and you’ll have some nice new functionality out of the box.