Re: membership management software | <– Date –> <– Thread –> |
From: Stefani Danes (sl47![]() |
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Date: Thu, 30 Apr 2020 11:20:03 -0700 (PDT) |
Thanks very much for your advice. I’ll look through those archived conversations. When I asked about being more specific, our person initiating this effort gave me this reply. Thank you for your help, and I apologize if this is more than you want. Stefani "Here is what I consider an ideal solution, which would minimize (maybe eliminate) the need for human intervention along the way. Prospects would log in to our website and provide their contact information for follow up from us. This information would automatically be captured by the membership management software, which can then initiate a set of protocols that we agreed to in advance - i.e. send an e-mail response with information regarding next meeting, etc. For prospects who choose to become explorer members, it can take their application and accept payment in a variety of ways. In the membership software, their status would be changed from a prospect to an explorer member and a membership ledger created which tracks their cumulative payments. For explorer members who choose to become equity members, the software can process their payments, change their membership status from explorer to equity member, and track their additional payments on their membership ledger. Explorer and equity can access the data base to see where stand with payments towards their overall investment target. This would eliminate the need for a volunteer to provide this information - members can access their own record on demand. We can include in their record their overall investment target so they can see how much more their need to invest as they go along. The software can be a communication platform for the members during the development stage as well after we become homeowners. The membership software will be linked to Quickbooks on line - as payments are received, they will be automatically update cash for the deposit and credit an account for the type of payment received (Explorer vs Equity member vs donations etc). Some vendors can help us establish the website for a fee. This can be very helpful to ensure the website is designed with all the features we need it to include. Most vendors have a tiered fee structure based on the number of member records being maintained. This can be ideal for us - we adjust the fee based on the number of records we choose to maintain. Once the project is completed and we have moved in, the number of member records we need to maintain would drop and our fee would also decrease. We can use this same infrastructure once we are a homeowners association, so we can track monthly payments for all homeowners and identify anyone who is getting behind in their payments." On Apr 28, 2020, at 9:52 AM, Ann Zabaldo <zabaldo [at] earthlink.net> wrote: Hi Stefani! Can you be a little more explicit about what you want the software system to do? There are many discussion threads on GATHER, GROUPS.io and another software system I can’t remember right now in the Cohousing-L archives. You can reach the archives by scrolling down to the bottom of any email message to the Cohousing-L list and clickling on the link. Best -- Ann Zabaldo Takoma Village Cohousing Washington, DC Member, Board of Directors Mid Atlantic Cohousing Principal, Cohousing Collaborative, LLC Falls Church, VA 202.546.4654 The most interesting information comes from children, for they tell all they know and then stop. Mark Twain > On Apr 27, 2020, at 8:30 PM, Stefani Danes <sl47 [at] andrew.cmu.edu> wrote: > > Hello, everyone, > > Our cohousing group (community in formation) is interested in considering > membership management software. If your community uses such software, would > you be willing to give us feedback on how well it’s working? > > Thanks very much, > > Stefani Danes > Rachel Carson Ecovillage > > > > > > > _________________________________________________________________ > Cohousing-L mailing list -- Unsubscribe, archives and other info at: > http://L.cohousing.org/info > > > _________________________________________________________________ Cohousing-L mailing list -- Unsubscribe, archives and other info at: http://L.cohousing.org/info Stefani Danes RA LEED-AP Architect and Adjunct Professor Research Fellow, Remaking Cities Institute Carnegie Mellon University T: 412-441-2948 E: sdanes [at] cmu.edu
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membership management software Stefani Danes, April 27 2020
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Re: membership management software Ann Zabaldo, April 28 2020
- Re: membership management software Stefani Danes, April 30 2020
- Re: membership management software Sharon Villines, May 1 2020
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Re: membership management software Ann Zabaldo, April 28 2020
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Re: membership management software Yochai Gal, April 28 2020
- Re: membership management software Tom @ Gather, April 29 2020
- Re: membership management software Fred-List manager, April 30 2020
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