Anyone using the Planned Giving features in Tessitura? Looking to share best practices.
Yes! We're currently examining our data practices with Planned Giving and I am VERY interested to learn what others are doing, what has worked, and what hasn't. We are working to get Power BI to talk to the Planned Giving radio button so we can easily report on those numbers. We've also made a "dummy" campaign so that we can have a Planned Giving Plan on donor records that isn't tied to a fiscal year. Since our Planned Giving efforts span many, many years we want to keep all touch points with donors in one place, the Plan based on the dummy campaign. I've been here 1.5 years and inherited Planned Giving info that has been saved in about 5 different places, so we're about to embark on a project to bring all of that info into the one Plan. However, the Planned Giving radio button will remain the prime area for exact numbers for reporting purposes. It's just a bummer you can't track something like Plan Steps in there, or save documents.
Hi there, I presented at TLCC last year on how we migrated to using Plans instead so we could have some fancy dashboards in Analytics. Happy to share info if you're interested
Jordan, Could you please send that to j.trimble@dbdt.com? Thanks!
We would also love to take a look at that. Would it be possible to send to beccahansell@theparamount.net as well?
Hi Jordan, would love to have read your presentation. It would be great if you could send it to Deirdre.Daly@abbeytheatre.ie
(No idea why it is showing that I work in LA, but imagine the weather is a lot better there today than in Dublin!)
We'd be interested too! I'm at KateWelham@GoodmanTheatre.org.
Wait, I hate to be coming so late to this, but would you be so kind as to share with me as well? jtotti@tdf.org
Much appreciated!
Sorry for finding this so late as well, we'd also be very interested if you are willing to share! fjones@chicagoshakes.com