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
Thanks Tracy and Gina! I'll discuss using plans and attributes with my team and we'll go from there.