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Add a membership

1. From Memberships, click Add a membership under Tasks. The Add a membership screen appears. For information about the items on this screen, see Add a Membership Screen.
2. Select whether to create the dues for a membership for the constituent or toward a gift of membership for another constituent.

If you select Giving a membership to someone else, enter information about the gift of membership.

a. In the Name field, search for and select the constituent to receive the membership as the primary member. You can search for the constituent by name, lookup ID number, or telephone number.
b. In the Send renewal to field, select whether to send renewal notices to the giver, the primary member, or both.
c. Select whether the constituent pays for the gift of membership anonymously.
3. Under Who is paying for this?, enter information about the constituent who pays the membership dues.
a. Search for and select the name of the constituent who pays the membership dues. Or, if you receive the payment in response to a membership renewal effort, enter the finder number from the reply form to identify the constituent.
b. In the Date field, select the date of the payment. For example, select the current date or the date you receive the payment.
c. If you receive the payment in response to a membership renewal effort, search for and select the effort to track its effectiveness.

Note: If you identify the constituent by finder number or source code, the Effort field automatically displays the membership renewal effort and appeal.

d. Under Transaction notes, enter any additional information to track about the membership transaction.
4. Under What are they paying for?, enter information about the membership to apply the payment toward.
a. Select whether to use the payment to add, renew, or upgrade a membership.
b. Select the program, level, and term of the membership transaction.
c. By default, the Expires on field displays the expiration date of the membership, based on the transaction date and term of the program. Edit the expiration date as necessary.
d. By default, the Amount field displays the cost of the membership dues, based on the program, level, and term. Edit the membership amount as necessary. If you want to reduce the amount of the transaction, consider using promotions instead of manually changing the transaction amount.
5. Select whether to apply a membership promotion to the transaction. If you select to apply a promotion, enter the applicable promotion code.
6. If the membership program allows add-ons such as guest passes, select the add-ons to include in the transaction.
7. If the selected program level allows multiple members, under Who should be included on this membership?, search for and select the constituents to include as members. If the membership program allows child members, under Number of children, search for and select the constituents to receive child memberships.
8. Under Which members should receive a card?, select the members to receive membership cards. For each member selected, enter the name to appear on the card and adjust the expiration date as necessary.
9. If the payment includes a donation to your organization in addition to the membership dues, enter information about the donation.
a. Under Are they also giving a donation?, select Add a donation of, enter the donation amount, and select whether the constituent gives the donation anonymously.
b. Search for and select the designation to which to apply the donation.
c. In the Category field, select the category for the donation amount, such as Membership Giving. Your system administrator configures the selections available for this field.
d. To credit solicitors with the donation, in the Solicitors field, click Edit. On the Solicitors screen, search for and select the solicitors to associate with the donation and how much credit each receives for the donation amount.
e. In the Recognition field, the default recognition credits for the constituent appear. To edit the recognition credit associated with the donation, click Edit. On the Recognition credits screen, search for and select the constituents to receive recognition credit. For each constituent, select the type, effective date, and amount of recognition credit received and the designation to which to apply the credit.
10. If the payment includes an event registration in addition to the membership dues, enter information about the registration.
11. Under How are they paying?, enter information about how you receive the payment, such as by check or credit card. If this is a recurring membership and you chose to create the recurring gift, but not make the first payment, you can still enter credit or debit card information. The token will be saved to use for future recurring gift payments for the membership.
12. Select whether to send an acknowledgement to the constituent for the payment.

To apply the revenue to a tribute, search for and select the tribute.

13. The Total amount field displays the total amount of the payment. In the Tax deductible amount field, enter the monetary value of the payment, such as for a receipt. For example, if the constituent receives benefits for the payment, this amount is the total amount minus the total benefit amount.
14. Select whether to send a receipt for the payment.
15. Click Save. The record of the payment appears and the membership record has been created.