Adding future end dates to group members

Groups provide a great way to identify and manage small sections of the larger alumni base quickly. In particular, Oxford have found it useful to use the group function to keep track of donors who have made pledges for a set period and need to be recognised in a particular way (i.e. particular giving clubs). Grouping them enables us to see group membership growth and decline, current size and members and when each member joined. What we are unable to see quickly, however, is when certain members will leave the group. This is where we would like the ability to put future dates in. At the moment we can only retroactively take members out of a group as we can’t set their membership to automatically expire because only past dates can be entered. It appears that some capacity for future dates is already available as future dates that were already input into Raiser’s Edge Group memberships (i.e. attributes) have carried over and sit nicely within the DARS Group setting. Future dates would also be extremely useful in helping with stewardship and reporting.
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  • Jun 29 2015
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  • Simon Watson commented
    November 02, 2015 15:44

    This would be a highly valued product enhancement for one of our local university customers.

    Groups/Committees are often used for formal groups/committees that have fixed terms.  For example, the university council committee has a 2 year fixed term. And so the ability to add a future end date would be beneficial.  Currently a reminder has to be managed outside of CRM to prompt the user to enter the End Date after the period has expired.

    On occasion, the ability to add a Start Date as a future date would be useful in the same scenario.  For example, members get elected for a fixed term that commences at the beginning of next year.

  • Shannon Lee-Rutherford commented
    February 03, 2016 22:50

    This is a great idea. We've opted out of using the group features, in part because we could not do a future end date (for our Virtual and Traditional Food Drives), which would ensure that only gifts given between the start and end date would count toward that drive.

  • Guest commented
    September 09, 2016 15:20

    FSU wants this as well. It takes double the work to set up group members/roles when you have to go in initially and add them, and then go back later and add end dates. The start and end dates are vital to our board member giving reports which are filtered by FY, so this is very important!

  • Bruce Deterding commented
    April 10, 2017 18:56

    Another advantage of being able to enter future dates is to enable tracking of term-limited trustees. Several times a year we have to pull together "term calendars" so that trustees can see when their term ends. With Raisers Edge, this was easy because we always entered each trustee's term dates.  Now with CRM not allowing future dates, its a chore to pull this information together for over 50 trustees several times a year.

  • Stephanie Pace commented
    April 11, 2017 11:38

    This would be extremely helpful.

  • Jessie Rader commented
    18 Jan 18:05

    We'd like this as well

  • Erika Layfield commented
    18 Jan 18:30

    Yes. Definitely! 

  • Guest commented
    18 Jan 18:56

    Ohio State would also use this - particularly for committees where there is a fixed term. If we could enter the future date when their term ends then we would save the step of going back and end dating at the end of each term. 

  • Guest commented
    18 Jan 19:13

    University of Illinois is very interested in this functionality!

  • Dan Bourg commented
    18 Jan 23:46

    WWF end users are plagued by this. We have to wait until after the group membership expirary to to enter the detail.

  • Rob Downs commented
    22 Jan 14:02

    This would be extremely helpful to us!

  • Stephanie Krebs commented
    24 Jan 15:11

    Many of our committees have fixed terms, and it would be beneficial to add a future end date--and future start dates. 

  • Caleb Capaz commented
    31 Jan 20:16

    Our committees need this very badly

  • Kristin Richardson commented
    31 Jan 20:19

    With so many committees here, and units not keeping this up to date this would be helpful.

  • Zar Castillo commented
    11 Mar 16:34

    Still hoping to see this implemented in the near future.