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Plans for Multi-Year Pledges and Gifts

Rheme Sloan
$organization

Hi All,

We are working on revamping how we track our solicitations/plans in Tess and multi-year pledges have been a HUGE stumbling block. For example, a gift officer is asking for a three year commitment from a donor in FY16 but we don't know if we should just do one plan for the full amount or split it over the three years like it would be booked for finance. Either way we are not going to see the full picture in the plans tab because you either lose the fact that the plan is over the course of several years or all the stewardship steps are split out over three different plans.

I'd love to hear about how everyone is using the system to track this information. 

Thanks!

Rhemé

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  • $organization

    I’d be keen on screen shots too!~

     

    Michael Joyal
    Direct 204 954 6411

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Patron Services
    Sent: October-04-16 10:52 AM
    To: mjoyal@royalmtc.ca
    Subject: Re: [Tessitura Development Forum] Plans for Multi-Year Pledges and Gifts

     

    hello Teri,

     

    Would you be able to send those screenshots development@kwsymphony.on.ca  ?

     

    Thank you

    From: Teri Worthington Coombs <bounce-teriworthingtoncoombs9619@tessituranetwork.com>
    Sent: 12/8/2015 5:44:24 PM

    I just figured this out about 20 minutes ago!!  When you build the pledge you can tie each year to the same plan so you will see each year in the contributions tab of the plan.  You can do one plan for the full amount and then see the payments in the cont. total on the plan add up to the full value of the pledge. The contribution editor still shows one gift in each fiscal year but the plan shows the full amount.

    If you roll over the date on the campaign (as long as the fund stays the same) you can see a "current" plan through the whole thing and you have one long list of plan steps. 

    Happy to show some screen shots of what I did over email

    Good luck,

    Teri




    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

    I’d be keen on screen shots too!~

     

    Michael Joyal
    Direct 204 954 6411

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Patron Services
    Sent: October-04-16 10:52 AM
    To: mjoyal@royalmtc.ca
    Subject: Re: [Tessitura Development Forum] Plans for Multi-Year Pledges and Gifts

     

    hello Teri,

     

    Would you be able to send those screenshots development@kwsymphony.on.ca  ?

     

    Thank you

    From: Teri Worthington Coombs <bounce-teriworthingtoncoombs9619@tessituranetwork.com>
    Sent: 12/8/2015 5:44:24 PM

    I just figured this out about 20 minutes ago!!  When you build the pledge you can tie each year to the same plan so you will see each year in the contributions tab of the plan.  You can do one plan for the full amount and then see the payments in the cont. total on the plan add up to the full value of the pledge. The contribution editor still shows one gift in each fiscal year but the plan shows the full amount.

    If you roll over the date on the campaign (as long as the fund stays the same) you can see a "current" plan through the whole thing and you have one long list of plan steps. 

    Happy to show some screen shots of what I did over email

    Good luck,

    Teri




    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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