How do other organizations track "give" and "get" gifts from Board members?
Currently we have a Board Member List and can run the Current Constituent Giving report for their gifts or the Constituent Profile with the list to add their "get" gifts.(using a Board member Creditee Type)
Is there a better way to do this? We would also like to divide Board gifts up by fiscal years as board members have goals to reach each fiscal year. (Currently we keep track manually, not using Tessitura)
Is there a way to do this using Tessitura? We just got V12 and were wondering if Plans could be used.
Thanks
Pat
Liberty Science Center