We have a small development team and we are looking to improve our routine major donor renewal process. Of course every donor renews at a different time of year, so that is the real challenge here. Currently our team uses a lot of Excel for this and we want to switch to using Tessitura more for this process.
I am curious if people recommend either plans or memberships for tracking major donor renewals . It seems like there are pros to using each. We want to use the method that is the easiest, most efficient, and makes the most sense for our small development team.
Ideas, thoughts, etc?
--Joe
Plans are really nice! I like using plans for this.
I have Plan Types set up as quarters. Major Donor Q1 Renewal, Major Donor Q2 Renewal, etc.
I also have Plan Status set up Early Cultivation, Mid- Cultivation, Solicit, Steward - Pledge Received, Steward - Gift Received.
Gift officers can pull their plans based on type and status to determine who they should contact.
The trick is keeping the plans up to date. Many gift officers bounce so quickly from person to person that sometimes the updating doesn’t occur. So learning how to update the plans and focusing on the few things they need to update – less is more.
Another nice thing about plans is that before the year begins, a list of donors and contribution dates can be pulled. Donors can be identified and placed into quarters based on your team’s decision. Then those lists can be used to MASS produce the Plans so that your team can hit the ground running.
I hope that helps.
Marie
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Marie Kocher | Development Assistant
Kansas City Ballet | Todd Bolender Center for Dance & Creativity
500 W. Pershing Road, Kansas City, MO 64108
816.216.5582 (D) | 816.931.2232 x1382 (O) | 816.931.1172 (fax)
kcballet.org
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Joseph Fernicola Sent: Friday, November 18, 2016 11:38 AM To: Marie Kocher <mkocher@kcballet.org> Subject: [Tessitura Development Forum] Donor Renewals: Plans vs. Memberships
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