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Managing donors in EMu?

Managing donors in EMu?

Hi

We were approached today by our Foundation staff, who would like to cross-reference their Raiser's Edge database with our EMu Parties/Accession Lots modules.

This got me wondering: is anyone else using EMu to manage their donor list? And if so, how are you accounting for non-collection-object-related donations?  For example, a donor might be given naming rights for a Gallery in return for donating a wad-'o-cash or work/s of art.

Is anyone else using Raiser's Edge, or some other similar fiundraising database? And if so, have you done anything tricky in terms of bridging EMu and your fundraising software?

Cheers

Mark Bradley – Assistant Registrar, Documentation (EMu)
National Gallery of Australia

Mark Bradley
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Re: Managing donors in EMu?

Hi Mark,
I realize this is an old post, but did you end up do anything tricky with the two d-bases?  This may not be what you are looking for in your original post, but….Our Development Department also uses Raiser’s Edge, and every year they go through our artifact donors to do mass mail outs.  They do come to us with certain search criteria, i.e. donation between certain dates, acquisition methods, etc.  We give this list to them in excel which they merge with other “lists” they have, and use an outside company to consolidate them and prepare their mail outs.
Also on a similar note with regard to naming rights, we have artifacts that fall under this.  We create a Rights Record for a Credit Line and attach them to catalogue records.
Other than that, we don't keep this info in EMu.
April
Cataloguer – Canadian War Museum

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Re: Managing donors in EMu?

Hi April - thanks fro your reply. We've not actually progressed at all on this. Just too many other projects on the go.

I like your use of Rights for the Credit Line - a novel approach. Though in the case of naming rights for a gallery space, there is no link (in our client) between rights and Locations to facilitate this. Do you have this?

Mark Bradley – Assistant Registrar, Documentation (EMu)
National Gallery of Australia

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Re: Managing donors in EMu?

Hi Mark, 
We also have naming rights to gallery spaces.   We don’t have the Rights module linked to Locations.   I think I have a suggestion for you loosely based on something we are doing that could work. 
Along with a Location record, we currently have some of these named gallery spaces as a Party Record to be used in Events for “Venue Name”.  For instance there is a Location record for “McCrae Gallery” where the objects get linked to when moved there, and there is an organisation Party Record for “Lieutenant-Colonel John McCrae Gallery” that is used in an Event record for an Exhibition or Program, in the Venue Name field. 
This is not something we are doing...  But how about using the Events Module to record this info?   You’d have a record with an event Type: “Funding”; put your donor information in “Funding Associations” field, use Venue Information for the named gallery space with start and end dates for the naming rights; and whatever else that needs to be recorded.   It may not be perfect but it’s something that could is some ways cross reference the 2 sets of information.   

April

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Re: Managing donors in EMu?

Hi April - that's actually a very good idea. As part of a workflow management project we are reviewing how we document works on display, particularly in our permanent collection galleries. I will look at trying out your idea as part of that review. Thanks for your input!

Mark Bradley – Assistant Registrar, Documentation (EMu)
National Gallery of Australia

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Re: Managing donors in EMu?

Great!  Let me know how it turns out.

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