non-specific donor communications

Hi Kathleen,

Interesting question.  Since you are brainstorming, I have some more clarification questions.  What is the end goal?  i.e. You mentioned you wanted it to be reportable, what do you need to report.  You said you use reminders, so are those reminders prompting you to action?

Off the top, have you considered using Special Activities.  You could have one that is “General Cultivation”.  That would be reportable – depending on what you need to see.

Best,

Tony

Hi everyone,

How do you track non-specific donor communications?  Not for things relating to specific development campaigns (like a lunch to discuss a potential donation to Capital Campaign), but for general cultivation/keeping in touch.  We use a combination of notes and reminders, but I’d love to get it all in one place that’s reportable.  Would a general ‘Cultivation’ catch-all campaign and plan work, do you think?....  Let the hive mind  brainstorming commence!

Cheers,

Kathleen

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!

We use plan steps for these.  We also have a plan type of “engagement” so that we can keep some people separate who we are not necessarily ready to make an ask to just yet.

Laurel

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Michele Keutsch
Sent: Friday, November 11, 2016 1:22 PM
To: lskehen@calperformances.org
Subject: Re: [Tessitura Development Forum] non-specific donor communications

Hi Kathleen,

We use CSI's for some of these types of communications. We've created different Category of 'Relationship Management) for Advancement, Membership and Groups with different Activity Types underneath each category.

This then allows you to create reminders, add actions etc. and can easily be reported on using the canned Customer Service Issue Tracking report and Tools>View Reminders.