Hullo all
We're looking at using Plans for Planned Giving moves management - is anyone doing this?
We now use the Planned Gifts screen on the History tab to record and track from prospecting to completed gifts.
We're interested though to use Plans, in part so work in progress with PG prospects is visible there for colleagues working on major or annual gift campaigns also.
If you're happily integrating both Plans and Planned Gifts/History records for your PG prospects, I'd love to know more!
Thanks,
Jessica
Hi Jessica,
We've been running legacy gifts through Planned Giving and recently started migrating over to a mix of Plans and the Planned Giving module. Essentially, a prospect for a legacy remains in Plans with a non-financial year 'Legacy Campaign' until a legacy is confirmed, the Plan is closed as such then we use the Planned Giving module to record the bequest.
If Plans contained a document management element, we would consider moving fully into Plans.
There was a post a few months back that brought up similar discussions if you're looking for more ideas, Georgia from WNO appears to be doing something similar to us.
http://www.tessituranetwork.com/Community/forums/p/11574/42381.aspx#42381
Victoria