Hi everyone,
The New York Phil wants to start tracking planned giving in Tessitura. Right now, all our information is outside the system. How does everyone else track planned giving in Tessitura? I know about the Planned Giving radio button, but I've heard it's not great. Please let me know your process/work-arounds for planned gifts.
Thanks!
Allison FuhrmanManager, Development Database
I presented on this at the conference a bit and you can take a look at the presentations from the session on Tuesday at 10:45am called Identifying and Engaging Planned Giving Prospects. At 92Y, we use a prospect campaign for Planned Giving to track prospects and we use the Planned Giving radio button when we know how much a donor has committed. We create an estate record when someone dies and has left us a planned gift and then create an annual fund plan in the estate record for the year (or years) the gift is expected to come in. I’d be happy to email/speak to anyone directly if you’d like more details.
Thanks Tracy and Gina! I'll discuss using plans and attributes with my team and we'll go from there.