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
We're using Plans for planned giving, though not particularly rigorously as yet. We do not like the Planned Gifts screen at all, and it has seen use only rarely and very inconsistently over the years since we first went live on Tessitura. We have a single, multi-year prospect campaign for Planned Giving, and I have a separate group of plan statuses for use with PG plans.
For what it's worth, you can attach documents to plan steps, e.g. you could add a step for "Letter sent" and then attach the letter to that step. We've started doing that somewhat regularly for our major giving prospects.