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Legacies/Planned Giving

Georgia Butters
$organization

Hi All,

 I might be being really dim here but I can't see in Tessitura how to log a potential legacy if there is no known amount attached to it, or how to add a legacy contribution to a deceased person's record (I current'y make it active and then inactivate it again. There also doesn't seem to be anywhere to put solicitor details. How are other people using Tessitura for legacy giving.

Cheers,

Georgia.

  • $organization

    Hi Georgia,

     

    Did you ever get anywhere with this?  Currently looking at improving our systems and have the same issues.

     

    Thanks,
    Sarah 

  • $organization in reply to Sarah Stratton

    I'd be super interested in this, the committee are talking about putting it on the EU conference DEV schedule.

    We currently track Legacies like Plans and have their own step types, a non-financial year assigned campaign and a 'legacy solicitor' worker type. This means everything is read-only following a death/inactivation but can connect to a new estate record if needed or via a surviving partner. We can at least report on potential until we have enough information to place as an actual Planned Gift.

     

     

  • $organization

    Hi Sarah,

    I have got round this by using plans.

    So I have a Legacies campaign and a legacies fund and I am setting up a plan with that campaign for each person that I know has pledged a legacy. I indicate which stage we are at eg ID, cultivate, steward (so I can track prospects on this too. Where I know the figure I put it in and where I don’t I can leave it. It also helps me track steps such as event invites.

    I add the solicitor details as a relationship to the person or sometimes just as a note in the plan.

    I still have to reactivate an inactive record to add the payment though!

     

    It seems to work so far. How’s it going for you?

    G

     

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Sarah Stratton
    Sent: 20 May 2015 12:14
    To: Georgia Butters
    Subject: Re: [Tessitura Development Forum] Legacies/Planned Giving

     

    Hi Georgia,

     

    Did you ever get anywhere with this?  Currently looking at improving our systems and have the same issues.

     

    Thanks,
    Sarah 

    From: Georgia Butters <bounce-georgiabutters9674@tessituranetwork.com>
    Sent: 5/13/2014 6:43:41 AM

    Hi All,

     I might be being really dim here but I can't see in Tessitura how to log a potential legacy if there is no known amount attached to it, or how to add a legacy contribution to a deceased person's record (I current'y make it active and then inactivate it again. There also doesn't seem to be anywhere to put solicitor details. How are other people using Tessitura for legacy giving.

    Cheers,

    Georgia.




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  • $organization

    Hi Victoria,

    I am using plans. It seems to be the best way of tracking prospects and any activity we do from a stewardship perspective.

    Cheers,

    G

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Victoria Carlin
    Sent: 20 May 2015 12:45
    To: Georgia Butters
    Subject: Re: [Tessitura Development Forum] Legacies/Planned Giving

     

    I'd be super interested in this, the committee are talking about putting it on the EU conference DEV schedule.

    We currently track Legacies like Plans and have their own step types, a non-financial year assigned campaign and a 'legacy solicitor' worker type. This means everything is read-only following a death/inactivation but can connect to a new estate record if needed or via a surviving partner. We can at least report on potential until we have enough information to place as an actual Planned Gift.

     

     

    From: Sarah Stratton <bounce-sarahstratton4456@tessituranetwork.com>
    Sent: 5/20/2015 7:05:13 AM

    Hi Georgia,

     

    Did you ever get anywhere with this?  Currently looking at improving our systems and have the same issues.

     

    Thanks,
    Sarah 




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

    [image] 

     

     

     

    Wales Millennium Centre           Canolfan Mileniwm Cymru            T 029 2063 5000

    Bute Place Cardiff CF10 5AL      Plas Bute Caerdydd CF10 5AL      wno.org.uk

     

    Welsh National Opera emails are scanned using MessageLabs Technology.

    This communication contains information which is confidential and may also be privileged. It is for the exclusive use of the intended recipients. If you are not the intended recipients, please notify by forwarding this email and delete all copies from your system and be aware that disclosure, distribution, copying or use of this communication is strictly prohibited.

    Email communications cannot be guaranteed to be secure or free from error or viruses.

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  • $organization in reply to Georgia Butters

    Hello ladies,

    We are still on V11(!) so are currently using Solicitations to track, but are looking forward to switching over to Plans. 

    Has anyone who uses an Estate constituent type encountered any issues with it?  We're looking to avoid the constant reactivation of deceased accounts & also improve our reporting.

     

    Thanks,

    Sarah