<html><body><span style="font-family:Verdana; color:#000; font-size:10pt;"><div>Not to be the Maestro flunky, but Maestro does that... they don't charge, but they do track stakeholder engagement, donations, etc. And communications are easy through Maestro too.</div><div><br></div><div>Liz Hannum<br>Executive Director<br>Beaverton Downtown Association<br>PO Box 311<br>Beaverton, OR 97075<br>503-332-5419 </div><div><br><br></div>
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Subject: Re: [OMS_MANAGERS] Recurring Membership Payments<br>
From: Marina Brassfield <<a href="mailto:mbrassfield@ci.veneta.or.us">mbrassfield@ci.veneta.or.us</a>><br>
Date: Wed, January 24, 2018 4:09 pm<br>
To: Oregon Main Street program managers<br>
<<a href="mailto:oms_managers@listsmart.osl.state.or.us">oms_managers@listsmart.osl.state.or.us</a>><br>
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</style> <div class="WordSection1"> <div class="MsoNormal" style="font-size:12pt;">Jonathan,<o:p></o:p></div> <div class="MsoNormal" style="font-size:12pt;"><o:p> </o:p></div> <div class="MsoNormal" style="font-size:12pt;">What kind of database do you use for communications with stakeholders, and also for property tracking? We were looking into purchasing CRM software but it was very expensive and Veneta is not quite at that level of need yet. I’ve been tracking properties and stakeholder engagement on separate Excel sheets, but it would be great to find a more comprehensive, easier way.<o:p></o:p></div> <div class="MsoNormal" style="font-size:12pt;"><o:p> </o:p></div> <div class="MsoNormal" style="font-size:12pt;">Thanks for any insight!<o:p></o:p></div> <div class="MsoNormal" style="font-size:12pt;">Marina<o:p></o:p></div> <div class="MsoNormal" style="font-size:12pt;"><o:p> </o:p></div> <div class="MsoNormal" style="font-size:12pt;"><o:p> </o:p></div> <div class="MsoNormal" style="font-size:12pt;"><b>From:</b> OMS_MANAGERS [<a href="mailto:oms_managers-bounces@listsmart.osl.state.or.us">mailto:oms_managers-bounces@listsmart.osl.state.or.us</a>] <b>On Behalf Of </b>Jonathan Stone<br> <b>Sent:</b> Wednesday, January 24, 2018 4:05 PM<br> <b>To:</b> Oregon Main Street program managers <<a href="mailto:oms_managers@listsmart.osl.state.or.us">oms_managers@listsmart.osl.state.or.us</a>><br> <b>Subject:</b> Re: [OMS_MANAGERS] Recurring Membership Payments<o:p></o:p></div> <div class="MsoNormal" style="font-size:12pt;"><o:p> </o:p></div> <div> <div class="MsoNormal" style="font-size:12pt;">We are currently evaluating association management platforms as well as other recurring donor platforms. Currently, we use a janky online form setup through wordpress and stripe for online recurring donations. We use Quickbooks recurring receipt templates for in-office initiated recurring credit card payments.<o:p></o:p></div> <div> <div class="MsoNormal" style="font-size:12pt;"><o:p> </o:p></div> </div> <div> <div class="MsoNormal" style="font-size:12pt;">We are looking at:<o:p></o:p></div> </div> <div> <div class="MsoNormal" style="font-size:12pt;">1. Wild Apricot<o:p></o:p></div> </div> <div> <div class="MsoNormal" style="font-size:12pt;">2. Donor View<o:p></o:p></div> </div> <div> <div class="MsoNormal" style="font-size:12pt;">3. <a href="http://Donorbox.org">Donorbox.org</a><o:p></o:p></div> </div> <div> <div class="MsoNormal" style="font-size:12pt;">4. and a few others...<o:p></o:p></div> </div> <div> <div class="MsoNormal" style="font-size:12pt;"><o:p> </o:p></div> </div> <div> <div class="MsoNormal" style="font-size:12pt;">We expect to make this decision next week. For a while, we were trying to create one master database that fits our project management, stakeholder management, communications, and property database but that seems like an impossible task. The trick is getting the total monthly cost down.<o:p></o:p></div> </div> <div> <div class="MsoNormal" style="font-size:12pt;"><o:p> </o:p></div> </div> <div> <div class="MsoNormal" style="font-size:12pt;">We are likely going to try and use Smartsheet for project management.<o:p></o:p></div> </div> </div> <div> <div class="MsoNormal" style="font-size:12pt;"><o:p> </o:p></div> <div> <div class="MsoNormal" style="font-size:12pt;">On Wed, Jan 24, 2018 at 3:25 PM, Joan Wessell <<a href="mailto:wessellj@peak.org" target="_blank">wessellj@peak.org</a>> wrote:<o:p></o:p></div> <blockquote style="border:none;border-left:solid #CCCCCC 1.0pt;padding:0in 0in 0in 6.0pt;margin-left:4.8pt;margin-right:0in"> <div> <div class="MsoNormal" style="font-size:12pt;">No, we don’t, Katie!<o:p></o:p></div> <div> <div class="MsoNormal" style="font-size:12pt;">We do Membership billings every December, and send them out in December & January!<o:p></o:p></div> <div> <div class="MsoNormal" style="font-size:12pt;">Joan Wessell, Executive Director, CMSM, EdM<o:p></o:p></div> <div> <div class="MsoNormal" style="font-size:12pt;">PO Box 1536 - Corvallis OR 97339<o:p></o:p></div> </div> <div> <div class="MsoNormal" style="font-size:12pt;">460 SW Madison Ave, Suite 9 <o:p></o:p></div> </div> <div> <div class="MsoNormal" style="font-size:12pt;">Corvallis OR 97333<o:p></o:p></div> </div> <div> <div class="MsoNormal" style="font-size:12pt;"><a href="mailto:joan@downtowncorvallis.org" target="_blank">joan@downtowncorvallis.org</a><o:p></o:p></div> </div> <div> <div class="MsoNormal" style="font-size:12pt;"><a href="mailto:wessellj@peak.org" target="_blank">wessellj@peak.org</a><o:p></o:p></div> </div> <div> <div class="MsoNormal" style="font-size:12pt;"><a href="http://www.downtowncorvallis.org" target="_blank">www.downtowncorvallis.org</a><o:p></o:p></div> </div> </div> <div class="MsoNormal" style="font-size:12pt;"><o:p> </o:p></div> <div> <blockquote style="margin-top:5.0pt;margin-bottom:5.0pt"> <div> <div> <div> <div class="MsoNormal" style="font-size:12pt;">On Jan 24, 2018, at 1:11 PM, Henry Katie * OPRD <<a href="mailto:Katie.Henry@oregon.gov" target="_blank">Katie.Henry@oregon.gov</a>> wrote:<o:p></o:p></div> </div> <div class="MsoNormal" style="font-size:12pt;"><o:p> </o:p></div> </div> </div> <div> <div> <div> <div> <div> <div class="MsoNormal" style="font-size:12pt;">Hello All,<o:p></o:p></div> </div> <div> <div class="MsoNormal" style="font-size:12pt;"><br> Quick question, do any of you have a recurring monthly membership payment option setup and if so, what do you use for the processing part of that?<o:p></o:p></div> </div> <div> <div class="MsoNormal" style="font-size:12pt;"> <o:p></o:p></div> </div> <div> <div class="MsoNormal" style="font-size:12pt;">Thanks,<o:p></o:p></div> </div> <div> <div class="MsoNormal" style="font-size:12pt;"> <o:p></o:p></div> </div> <div> <div class="MsoNormal" style="font-size:12pt;">Katie<o:p></o:p></div> </div> <div> <div class="MsoNormal" style="font-size:12pt;"> <o:p></o:p></div> </div> <div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-size:10.0pt;font-family:"Gill Sans MT",sans-serif;color:#595959">Katie Henry</span><o:p></o:p></div> </div> <div> <div class="MsoNormal" style="font-size:12pt;"><i><span style="font-size:10.0pt;font-family:"Gill Sans MT",sans-serif;color:#595959">Heritage Outreach Specialist</span></i><o:p></o:p></div> </div> <div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-size:10.0pt;font-family:"Gill Sans MT",sans-serif;color:#595959">Oregon Heritage</span><o:p></o:p></div> </div> <div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-size:10.0pt;font-family:"Gill Sans MT",sans-serif;color:#595959">Oregon Main Street</span><o:p></o:p></div> </div> <div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-size:10.0pt;font-family:"Gill Sans MT",sans-serif;color:#595959">Oregon State Historic Preservation Office</span><o:p></o:p></div> </div> <div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Gill Sans MT Condensed",sans-serif;color:#595959"><a href="tel:(503)%20986-0671" target="_blank">(503) 986-0671</a></span><o:p></o:p></div> </div> <div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Gill Sans MT Condensed",sans-serif;color:#595959">725 Summer St NE, Ste C - 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Call <a target="_blank" href="tel:503-378-8800">503-378-8800</a>.<o:p></o:p></div> </blockquote> </div> <div class="MsoNormal" style="font-size:12pt;"><br> <br clear="all"> <o:p></o:p></div> <div> <div class="MsoNormal" style="font-size:12pt;"><o:p> </o:p></div> </div> <div class="MsoNormal" style="font-size:12pt;">-- <o:p></o:p></div> <div> <div> <div> <div> <div> <div> <div> <div> <div> <div> <div class="MsoNormal" style="font-size:12pt;">Jonathan Stone<o:p></o:p></div> </div> <div> <div class="MsoNormal" style="font-size:12pt;"><i>Executive Director</i><o:p></o:p></div> </div> <div> <div class="MsoNormal" style="font-size:12pt;"><o:p> </o:p></div> </div> <div> <div class="MsoNormal" style="font-size:12pt;">Downtown Oregon City Association<o:p></o:p></div> </div> <div> <div class="MsoNormal" style="font-size:12pt;">814 Main Street<o:p></o:p></div> </div> <div> <div class="MsoNormal" style="font-size:12pt;">Oregon City, OR 97045<o:p></o:p></div> </div> <div> <div class="MsoNormal" style="font-size:12pt;"><o:p> </o:p></div> </div> <div> <div class="MsoNormal" style="font-size:12pt;"><a href="mailto:jon@downtownoregoncity.org" target="_blank"><span style="color:#1155CC">jon@downtownoregoncity.org</span></a><o:p></o:p></div> </div> <div> <div class="MsoNormal" style="font-size:12pt;">Office (503) 802-1640<o:p></o:p></div> </div> <div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-size:9.5pt">Direct (503) 802-1639</span><o:p></o:p></div> </div> <div> <div class="MsoNormal" style="font-size:12pt;"><o:p> </o:p></div> </div> <div> <div class="MsoNormal" style="font-size:12pt;"><a href="http://www.fb.com/downtownoc" target="_blank">fb.com/downtownoc</a><o:p></o:p></div> </div> <div> <div class="MsoNormal" style="font-size:12pt;"><a href="http://www.downtownoregoncity.org" target="_blank">downtownoregoncity.org</a><o:p></o:p></div> </div> <div> <div class="MsoNormal" style="font-size:12pt;"><o:p> </o:p></div> </div> <div> <div class="MsoNormal" style="font-size:12pt;">Subscribe to our email list for:<o:p></o:p></div> </div> <div> <div class="MsoNormal" style="font-size:12pt;"><a href="http://eepurl.com/HBw0D" target="_blank">Property and Business Owners and Volunteers</a><o:p></o:p></div> </div> <div> <div class="MsoNormal" style="font-size:12pt;"><a href="http://eepurl.com/HvgAX" target="_blank">Downtown Events and Promotions</a><o:p></o:p></div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> <hr>_______________________________________________<br>
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