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Plans Setup Help! Indiv Annual Fund

Heather Hoyt
$organization

I'm charged with setting up Plans for our Devo team of 4 and I have many questions... Anyone who is a Plans guru, please email me and let me pick your brain!! Or if you know of someone I can contact, please let me know.

Here is my first question

One of my responsibilities is Annual Fund, Individual Giving up to $4,999. There are 6 Giving Levels that make up that group of donors. I send out monthly renewals with a standard 3 steps (month of - mail, month after - mail, and two months lapsed - get a call.)

Do I set up 1 plan for all my Indiv AF donors for the year? Do I set up a plan for each level of giving(6)? Or do I set up 12 plans by monthly renewals? 

Thanks for any assistance!

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  • $organization

    Yeah, I’d like to know this answer as well!

     

    Michael Joyal
    Direct 204 954 6411

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Heather Hoyt
    Sent: September-17-15 2:16 PM
    To: mjoyal@royalmtc.ca
    Subject: [Tessitura Development Forum] Plans Setup Help! Indiv Annual Fund

     

    I'm charged with setting up Plans for our Devo team of 4 and I have many questions... Anyone who is a Plans guru, please email me and let me pick your brain!! Or if you know of someone I can contact, please let me know.

    Here is my first question

    One of my responsibilities is Annual Fund, Individual Giving up to $4,999. There are 6 Giving Levels that make up that group of donors. I send out monthly renewals with a standard 3 steps (month of - mail, month after - mail, and two months lapsed - get a call.)

    Do I set up 1 plan for all my Indiv AF donors for the year? Do I set up a plan for each level of giving(6)? Or do I set up 12 plans by monthly renewals? 

    Thanks for any assistance!




    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!

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  • $organization

    Yeah, I’d like to know this answer as well!

     

    Michael Joyal
    Direct 204 954 6411

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Heather Hoyt
    Sent: September-17-15 2:16 PM
    To: mjoyal@royalmtc.ca
    Subject: [Tessitura Development Forum] Plans Setup Help! Indiv Annual Fund

     

    I'm charged with setting up Plans for our Devo team of 4 and I have many questions... Anyone who is a Plans guru, please email me and let me pick your brain!! Or if you know of someone I can contact, please let me know.

    Here is my first question

    One of my responsibilities is Annual Fund, Individual Giving up to $4,999. There are 6 Giving Levels that make up that group of donors. I send out monthly renewals with a standard 3 steps (month of - mail, month after - mail, and two months lapsed - get a call.)

    Do I set up 1 plan for all my Indiv AF donors for the year? Do I set up a plan for each level of giving(6)? Or do I set up 12 plans by monthly renewals? 

    Thanks for any assistance!




    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!

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