Hi All,
I would like to set up a process from scratch and was hoping for some advice please!
At the moment, I keep track of donor stewardship (conversations, emails, meetings etc in a pipeline spreadsheet kept separate from Tessitura).
An example below:
A written response from a donor who supported us, but explained that their focus was on other Trusts and political interests in the Middle East, and basically, not us. However, we are now holding a series of lectures on the Middle East, which clearly fit into this donors interests.
How would we capture this and ensure we can search for donors/potential donors? I understand I could set up attributes, but have not done so before. Would this be the best place to store this information?
Another example is:
A report that will need compiling in a year and in two years for a recent donation from a Trust, keeping in touch with them about other events and setting up a reminder to ask for the second tranche of their donation next year.
A final example is:
A meeting with our CEO and a donor of a previous campaign. We do not want to go back to this donor just yet, but need to record what was discussed.
Thank you,
Nikki Barnett
Development Coordinator, JW3
Hi Nikki,
From what you've described, Plans sound like the perfect tool for you. There's a really good webinar here: http://www.tessituranetwork.com/network/Learning/Webinars%20Archive/v12/Plans%20in%20Version%2012.aspx
We LOVE Plans!
Martin
Thank you, that was so very helpful!