I am wondering what resources others have used/are using to retrieve information from donors that are adding your organizations to their estate plans. We have a downloadable .pdf that requires the donor to fill it out by hand and either scan-and-email or mail it back to us. Is anyone using any forms that will sync directly back to Tessitura? Preferably not something that had to be custom-made, although I fear that may be a long shot.
Thanks,
Tony ;})
Hi Tony thanks for posting! It could be beneficial to cross-post to the Fundraising & Development community group too - hopefully you'll receive a response over there.- Gill Tasker, Community Manager