Hi everyone! My name is Kristina Cohn from Jazz Arts Group. Thank you for letting me join the group. As a new person to my role and to Tessitura, I was wondering if people in this community would be willing to share some of their best practices in collecting development data. What do you find necessary to have on a constituent account? What has been the best way for you to separate out in memory/honor gifts, grants, and general donations? What are some essential lists that need to be created?
I am also willing to set up zoom or in-person meetings with anyone who would like to meet that way to talk about it. I am so thankful to have attended the TLCC 2021 and have been rewatching as many videos as I can. Looking forward to our next meeting.
Welcome Kristina! I'll connect with some of my coworkers in Development and ask them to respond.
Hi Kristina! I work at the Wex in Development as the Donor Relations and Data Coordinator. I'd be happy to set-up a Zoom meeting to talk about how we use Tessitura at the Wex and in the Development department. Maybe sometime in October or November depending on schedules. My email is sball@wexarts.org.