Hello, all! Quick question for anyone who has insight on this:
Because planned gifts are not entered in as contributions, they do not show up on my colleague's stewardship report (Print Acknowledgement Letters) the following day. Does anyone know a workaround for this? Just some way that my colleague could be notified when a new planned gift is entered so they can be thanked appropriately. I'm just wondering if there's something that I'm missing that could be a quick fix. If not, it's not a huge deal - I can just notify her when I enter one in.
Thanks for the help!
Hi Joseph,
If you're entering the commitments in the Planned Giving tab of Tessitura, your colleague can schedule a report to hit their inbox with new commitments.I think tht Estate Tracking is the right report, and First Dt would be a good field to utilize for when the commitment was made and parameter for the report.
Best,Megan
Thank you! This is extremely helpful