<div dir="ltr">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.<div><br></div><div>We are looking at:</div><div>1. Wild Apricot</div><div>2. Donor View</div><div>3. Donorbox.org</div><div>4. and a few others...</div><div><br></div><div>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.</div><div><br></div><div>We are likely going to try and use Smartsheet for project management.</div></div><div class="gmail_extra"><br><div class="gmail_quote">On Wed, Jan 24, 2018 at 3:25 PM, Joan Wessell <span dir="ltr"><<a href="mailto:wessellj@peak.org" target="_blank">wessellj@peak.org</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex"><div style="word-wrap:break-word">No, we don’t, Katie!<div>We do Membership billings every December, and send them out in December & January!<br><div>
Joan Wessell, Executive Director, CMSM, EdM<div></div><div>PO Box 1536 - Corvallis OR 97339</div><div>460 SW Madison Ave, Suite 9 </div><div><span class="m_-3523517188037671445Apple-tab-span" style="white-space:pre-wrap"> </span>Corvallis OR 97333</div><div><a href="mailto:joan@downtowncorvallis.org" target="_blank">joan@downtowncorvallis.org</a></div><div><a href="mailto:wessellj@peak.org" target="_blank">wessellj@peak.org</a></div><div><a href="http://www.downtowncorvallis.org" target="_blank">www.downtowncorvallis.org</a></div>
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<br><div><blockquote type="cite"><div><div class="h5"><div>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:</div><br class="m_-3523517188037671445Apple-interchange-newline"></div></div><div><div><div class="h5"><div class="m_-3523517188037671445WordSection1" style="font-family:Helvetica;font-size:12px;font-style:normal;font-variant-caps:normal;font-weight:normal;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px"><div style="margin:0in 0in 0.0001pt;font-size:11pt;font-family:Calibri,sans-serif">Hello All,<u></u><u></u></div><div style="margin:0in 0in 0.0001pt;font-size:11pt;font-family:Calibri,sans-serif"><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?<u></u><u></u></div><div style="margin:0in 0in 0.0001pt;font-size:11pt;font-family:Calibri,sans-serif"><u></u> <u></u></div><div style="margin:0in 0in 0.0001pt;font-size:11pt;font-family:Calibri,sans-serif">Thanks,<u></u><u></u></div><div style="margin:0in 0in 0.0001pt;font-size:11pt;font-family:Calibri,sans-serif"><u></u> <u></u></div><div style="margin:0in 0in 0.0001pt;font-size:11pt;font-family:Calibri,sans-serif">Katie<u></u><u></u></div><div style="margin:0in 0in 0.0001pt;font-size:11pt;font-family:Calibri,sans-serif"><u></u> <u></u></div><div style="margin:0in 0in 0.0001pt;font-size:11pt;font-family:Calibri,sans-serif"><span style="font-size:10pt;font-family:'Gill Sans MT',sans-serif;color:rgb(89,89,89)">Katie Henry<u></u><u></u></span></div><div style="margin:0in 0in 0.0001pt;font-size:11pt;font-family:Calibri,sans-serif"><i><span style="font-size:10pt;font-family:'Gill Sans MT',sans-serif;color:rgb(89,89,89)">Heritage Outreach Specialist<u></u><u></u></span></i></div><div style="margin:0in 0in 0.0001pt;font-size:11pt;font-family:Calibri,sans-serif"><span style="font-size:10pt;font-family:'Gill Sans MT',sans-serif;color:rgb(89,89,89)">Oregon Heritage<u></u><u></u></span></div><div style="margin:0in 0in 0.0001pt;font-size:11pt;font-family:Calibri,sans-serif"><span style="font-size:10pt;font-family:'Gill Sans MT',sans-serif;color:rgb(89,89,89)">Oregon Main Street<u></u><u></u></span></div><div style="margin:0in 0in 0.0001pt;font-size:11pt;font-family:Calibri,sans-serif"><span style="font-size:10pt;font-family:'Gill Sans MT',sans-serif;color:rgb(89,89,89)">Oregon State Historic Preservation Office<u></u><u></u></span></div><div style="margin:0in 0in 0.0001pt;font-size:11pt;font-family:Calibri,sans-serif"><span style="font-family:'Gill Sans MT Condensed',sans-serif;color:rgb(89,89,89)"><a href="tel:(503)%20986-0671" value="+15039860671" target="_blank">(503) 986-0671</a><u></u><u></u></span></div><div style="margin:0in 0in 0.0001pt;font-size:11pt;font-family:Calibri,sans-serif"><span style="font-family:'Gill Sans MT Condensed',sans-serif;color:rgb(89,89,89)">725 Summer St NE, Ste C - Salem, OR 97301<u></u><u></u></span></div><div style="margin:0in 0in 0.0001pt;font-size:11pt;font-family:Calibri,sans-serif"><span style="font-size:10pt;font-family:'Gill Sans MT',sans-serif;color:rgb(31,73,125)"><a href="http://www.oregonheritage.org/" style="color:purple;text-decoration:underline" target="_blank"><span style="color:blue">www.oregonheritage.org</span></a><u></u><u></u></span></div><div style="margin:0in 0in 0.0001pt;font-size:11pt;font-family:Calibri,sans-serif"><span style="font-size:10pt;font-family:'Gill Sans MT',sans-serif;color:rgb(31,73,125)"><a href="http://www.facebook.com/OregonHeritage" style="color:purple;text-decoration:underline" target="_blank"><span style="color:blue">www.facebook.com/<wbr>OregonHeritage</span></a><u></u><u></u></span></div><div style="margin:0in 0in 0.0001pt;font-size:11pt;font-family:Calibri,sans-serif"><span style="font-size:10pt;font-family:'Gill Sans MT',sans-serif;color:rgb(31,73,125)"><a href="http://oregonheritage.wordpress.com/" style="color:purple;text-decoration:underline" target="_blank"><span style="color:blue">http://oregonheritage.<wbr>wordpress.com/</span></a><span class="m_-3523517188037671445Apple-converted-space"> </span>- Blog<u></u><u></u></span></div><div style="margin:0in 0in 0.0001pt;font-size:11pt;font-family:Calibri,sans-serif"><u></u> <u></u></div></div></div></div><span style="font-family:Helvetica;font-size:12px;font-style:normal;font-variant-caps:normal;font-weight:normal;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;float:none;display:inline!important">______________________________<wbr>_________________</span><br style="font-family:Helvetica;font-size:12px;font-style:normal;font-variant-caps:normal;font-weight:normal;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px"><span style="font-family:Helvetica;font-size:12px;font-style:normal;font-variant-caps:normal;font-weight:normal;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;float:none;display:inline!important">OMS_MANAGERS mailing list</span><br style="font-family:Helvetica;font-size:12px;font-style:normal;font-variant-caps:normal;font-weight:normal;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px"><a href="mailto:OMS_MANAGERS@listsmart.osl.state.or.us" style="color:purple;text-decoration:underline;font-family:Helvetica;font-size:12px;font-style:normal;font-variant-caps:normal;font-weight:normal;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px" target="_blank">OMS_MANAGERS@listsmart.osl.<wbr>state.or.us</a><br style="font-family:Helvetica;font-size:12px;font-style:normal;font-variant-caps:normal;font-weight:normal;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px"><a href="http://listsmart.osl.state.or.us/mailman/listinfo/oms_managers" style="color:purple;text-decoration:underline;font-family:Helvetica;font-size:12px;font-style:normal;font-variant-caps:normal;font-weight:normal;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px" target="_blank">http://listsmart.osl.state.or.<wbr>us/mailman/listinfo/oms_<wbr>managers</a><br style="font-family:Helvetica;font-size:12px;font-style:normal;font-variant-caps:normal;font-weight:normal;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px"><span style="font-family:Helvetica;font-size:12px;font-style:normal;font-variant-caps:normal;font-weight:normal;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;float:none;display:inline!important">Hosted by the State Library of Oregon. The Library is not responsible for content.</span><br style="font-family:Helvetica;font-size:12px;font-style:normal;font-variant-caps:normal;font-weight:normal;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px"><br style="font-family:Helvetica;font-size:12px;font-style:normal;font-variant-caps:normal;font-weight:normal;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px"><span style="font-family:Helvetica;font-size:12px;font-style:normal;font-variant-caps:normal;font-weight:normal;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;float:none;display:inline!important">Questions related to message content should be directed to the sender of the message, by phone or email.</span><br style="font-family:Helvetica;font-size:12px;font-style:normal;font-variant-caps:normal;font-weight:normal;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px"><span style="font-family:Helvetica;font-size:12px;font-style:normal;font-variant-caps:normal;font-weight:normal;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;float:none;display:inline!important">Technical questions? Call <a href="tel:(503)%20378-8800" value="+15033788800" target="_blank">503-378-8800</a>.</span></div></blockquote></div><br></div></div><br>______________________________<wbr>_________________<br>
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Hosted by the State Library of Oregon. The Library is not responsible for content.<br>
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Questions related to message content should be directed to the sender of the message, by phone or email.<br>
Technical questions? Call <a href="tel:503-378-8800" value="+15033788800">503-378-8800</a>.<br></blockquote></div><br><br clear="all"><div><br></div>-- <br><div class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div dir="ltr"><div>Jonathan Stone<br></div><div><i>Executive Director</i></div><div><br></div><div>Downtown Oregon City Association<br></div><div>814 Main Street</div><div>Oregon City, OR 97045</div><div><br></div><div><a href="mailto:jon@downtownoregoncity.org" style="color:rgb(17,85,204)" target="_blank">jon@downtownoregoncity.org</a></div><div>Office (503) 802-1640</div><div><span style="font-size:12.8px">Direct (503) 802-1639</span><br></div><div><br></div><div><a href="http://www.fb.com/downtownoc" target="_blank">fb.com/downtownoc</a></div><div><a href="http://www.downtownoregoncity.org" target="_blank">downtownoregoncity.org</a></div><div><br></div><div>Subscribe to our email list for:</div><div><a href="http://eepurl.com/HBw0D" target="_blank">Property and Business Owners and Volunteers</a></div><div><a href="http://eepurl.com/HvgAX" target="_blank">Downtown Events and Promotions</a></div></div></div></div></div></div></div></div></div></div>
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