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<p class="MsoNormal">Jonathan,<o:p></o:p></p>
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<p class="MsoNormal">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></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Thanks for any insight!<o:p></o:p></p>
<p class="MsoNormal">Marina<o:p></o:p></p>
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<p class="MsoNormal"><b>From:</b> OMS_MANAGERS [mailto:oms_managers-bounces@listsmart.osl.state.or.us]
<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 <oms_managers@listsmart.osl.state.or.us><br>
<b>Subject:</b> Re: [OMS_MANAGERS] Recurring Membership Payments<o:p></o:p></p>
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<p class="MsoNormal">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></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">We are looking at:<o:p></o:p></p>
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<p class="MsoNormal">1. Wild Apricot<o:p></o:p></p>
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<p class="MsoNormal">2. Donor View<o:p></o:p></p>
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<p class="MsoNormal">3. Donorbox.org<o:p></o:p></p>
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<p class="MsoNormal">4. and a few others...<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">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></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">We are likely going to try and use Smartsheet for project management.<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">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></p>
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<p class="MsoNormal">No, we don’t, Katie!<o:p></o:p></p>
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<p class="MsoNormal">We do Membership billings every December, and send them out in December & January!<o:p></o:p></p>
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<p class="MsoNormal">Joan Wessell, Executive Director, CMSM, EdM<o:p></o:p></p>
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<p class="MsoNormal">PO Box 1536 - Corvallis OR 97339<o:p></o:p></p>
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<p class="MsoNormal">460 SW Madison Ave, Suite 9 <o:p></o:p></p>
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<p class="MsoNormal">Corvallis OR 97333<o:p></o:p></p>
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<p class="MsoNormal"><a href="mailto:joan@downtowncorvallis.org" target="_blank">joan@downtowncorvallis.org</a><o:p></o:p></p>
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<p class="MsoNormal"><a href="mailto:wessellj@peak.org" target="_blank">wessellj@peak.org</a><o:p></o:p></p>
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<p class="MsoNormal"><a href="http://www.downtowncorvallis.org" target="_blank">www.downtowncorvallis.org</a><o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">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></p>
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<p class="MsoNormal">Hello All,<o:p></o:p></p>
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<p class="MsoNormal"><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></p>
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<p class="MsoNormal"> <o:p></o:p></p>
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<p class="MsoNormal">Thanks,<o:p></o:p></p>
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<p class="MsoNormal"> <o:p></o:p></p>
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<p class="MsoNormal">Katie<o:p></o:p></p>
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<p class="MsoNormal"> <o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Gill Sans MT",sans-serif;color:#595959">Katie Henry</span><o:p></o:p></p>
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<p class="MsoNormal"><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></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Gill Sans MT",sans-serif;color:#595959">Oregon Heritage</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Gill Sans MT",sans-serif;color:#595959">Oregon Main Street</span><o:p></o:p></p>
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<p class="MsoNormal"><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></p>
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<p class="MsoNormal"><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></p>
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<p class="MsoNormal"><span style="font-family:"Gill Sans MT Condensed",sans-serif;color:#595959">725 Summer St NE, Ste C - Salem, OR 97301</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Gill Sans MT",sans-serif;color:#1F497D"><a href="http://www.oregonheritage.org/" target="_blank">www.oregonheritage.org</a></span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Gill Sans MT",sans-serif;color:#1F497D"><a href="http://www.facebook.com/OregonHeritage" target="_blank">www.facebook.com/OregonHeritage</a></span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Gill Sans MT",sans-serif;color:#1F497D"><a href="http://oregonheritage.wordpress.com/" target="_blank">http://oregonheritage.wordpress.com/</a><span class="m-3523517188037671445apple-converted-space"> </span>-
Blog</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif">_______________________________________________<br>
OMS_MANAGERS mailing list<br>
</span><a href="mailto:OMS_MANAGERS@listsmart.osl.state.or.us" target="_blank"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:purple">OMS_MANAGERS@listsmart.osl.state.or.us</span></a><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif"><br>
</span><a href="http://listsmart.osl.state.or.us/mailman/listinfo/oms_managers" target="_blank"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:purple">http://listsmart.osl.state.or.us/mailman/listinfo/oms_managers</span></a><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif"><br>
Hosted by the State Library of Oregon. The Library is not responsible for content.<br>
<br>
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)%20378-8800" target="_blank">503-378-8800</a>.</span><o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><br>
_______________________________________________<br>
OMS_MANAGERS mailing list<br>
<a href="mailto:OMS_MANAGERS@listsmart.osl.state.or.us">OMS_MANAGERS@listsmart.osl.state.or.us</a><br>
<a href="http://listsmart.osl.state.or.us/mailman/listinfo/oms_managers" target="_blank">http://listsmart.osl.state.or.us/mailman/listinfo/oms_managers</a><br>
Hosted by the State Library of Oregon. The Library is not responsible for content.<br>
<br>
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">503-378-8800</a>.<o:p></o:p></p>
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<p class="MsoNormal">-- <o:p></o:p></p>
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<p class="MsoNormal">Jonathan Stone<o:p></o:p></p>
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<p class="MsoNormal"><i>Executive Director</i><o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Downtown Oregon City Association<o:p></o:p></p>
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<p class="MsoNormal">814 Main Street<o:p></o:p></p>
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<p class="MsoNormal">Oregon City, OR 97045<o:p></o:p></p>
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<p class="MsoNormal"><a href="mailto:jon@downtownoregoncity.org" target="_blank"><span style="color:#1155CC">jon@downtownoregoncity.org</span></a><o:p></o:p></p>
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<p class="MsoNormal">Office (503) 802-1640<o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:9.5pt">Direct (503) 802-1639</span><o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><a href="http://www.fb.com/downtownoc" target="_blank">fb.com/downtownoc</a><o:p></o:p></p>
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<p class="MsoNormal"><a href="http://www.downtownoregoncity.org" target="_blank">downtownoregoncity.org</a><o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Subscribe to our email list for:<o:p></o:p></p>
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<p class="MsoNormal"><a href="http://eepurl.com/HBw0D" target="_blank">Property and Business Owners and Volunteers</a><o:p></o:p></p>
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<p class="MsoNormal"><a href="http://eepurl.com/HvgAX" target="_blank">Downtown Events and Promotions</a><o:p></o:p></p>
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