Hello,
How are other organizations tracking solicitations being handled by Board members?
Currently we are using staff as solicitors/workers in Solicitations, but we would like to use our Board Member's names. We don't want to create user accounts for each of our BD members.
Thanks for your help
Tatian
We do add our board members as solicitors. It is useful to have them available as hosts of activities, as well as solicitors.
Lucie
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Lucie SpielerIT Development and Training Manager
Editor, Season ProgramFLORIDA GRAND opera8390 NW 25th StreetMiami, FL 33122305.854.1643 x. 1521Box Office: 800.741.1010To Give a Gift: 305.403.3315www.FGO.org2011-2012 • 71ST SEASON • LOVE FORBIDDEN, NOT FORGOTTENLuisa Fernanda • La rondine • Rigoletto • Roméo et Juliette
Do you have a lot of Board Members?
We do the same as what Lucie said.
Same here. We have 5-10 that assist in solicitations, we list them as Solicitor on the Solicitation tab, and the gift officer is listed as the Worker.
We have a "Board Contact" solicitation type and assign BOD members as solicitors and staff members as workers. Staff are assigned BOD members and update solicitation status and notes. We have a solicitation reports that is easy to pull by solicitor (BOD member) that we can weasily send to Board members for progress reports.
Clean and easy way to manage this effort.