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Planned Giving moves

Jessica Frean
$organization

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 

 

 

 

Parents
  • $organization

    Thanks Mathew and Victoria, much appreciated.

    We'll go ahead and move all our cultivation moves track to Plans and use the History PG area for the confirmed legacy detail. Appreciate your point Mathew that you have your PG-specific statuses available in Plans - with that in place, we'll be good to go. 

    Thanks for your help.

     

Reply
  • $organization

    Thanks Mathew and Victoria, much appreciated.

    We'll go ahead and move all our cultivation moves track to Plans and use the History PG area for the confirmed legacy detail. Appreciate your point Mathew that you have your PG-specific statuses available in Plans - with that in place, we'll be good to go. 

    Thanks for your help.

     

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