• Replies 9 replies
  • Subscribers 412 subscribers
  • Views 35 views
  • Users 0 members are here
Related

Board Solicitations

Tatiana Jofat
$organization

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

Parents
  • $organization

    Hi Margaret,

     

    Can I ask what report you use because we track the same way you do but I haven’t been able to find a good report to get to our BODs – a report with ask, goal and contribution amount, solicitation type, solicitation status as well as contact info.  Do you have something like that?

     

    Thanks,

    Nancy

     

    Nancy Clarkin
    Individual Giving Manager

    First Stage
    325 West Walnut Street

    Milwaukee, WI 53212
    (414) 267-2938 direct

    (414) 267-2930 fax

     

    Website: www.FirstStage.org | Facebook: www.facebook.com/firststage | Twitter: twitter.com/firststage
    YouTube:  www.youtube.com/user/firststage | Blog: firststagechildrenstheater.blogspot.com

     

    Family Packages for the 25th anniversary season now available!

     

    Summer and School Year Academy registration now open!

    Milwaukee Youth Arts Center | Oconomowoc Arts Center | Sharon Lynne Wilson Center | Carthage College

     

     

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Margaret Reeder
    Sent: Friday, January 20, 2012 10:57 AM
    To: Nancy Clarkin
    Subject: RE: [Tessitura Development Forum] Board Solicitations

     

    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.

    From: Jim Reynolds <bounce-jimreynolds7665@tessituranetwork.com>
    Sent: 12/22/2011 8:48:07 AM

    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.




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

Reply
  • $organization

    Hi Margaret,

     

    Can I ask what report you use because we track the same way you do but I haven’t been able to find a good report to get to our BODs – a report with ask, goal and contribution amount, solicitation type, solicitation status as well as contact info.  Do you have something like that?

     

    Thanks,

    Nancy

     

    Nancy Clarkin
    Individual Giving Manager

    First Stage
    325 West Walnut Street

    Milwaukee, WI 53212
    (414) 267-2938 direct

    (414) 267-2930 fax

     

    Website: www.FirstStage.org | Facebook: www.facebook.com/firststage | Twitter: twitter.com/firststage
    YouTube:  www.youtube.com/user/firststage | Blog: firststagechildrenstheater.blogspot.com

     

    Family Packages for the 25th anniversary season now available!

     

    Summer and School Year Academy registration now open!

    Milwaukee Youth Arts Center | Oconomowoc Arts Center | Sharon Lynne Wilson Center | Carthage College

     

     

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Margaret Reeder
    Sent: Friday, January 20, 2012 10:57 AM
    To: Nancy Clarkin
    Subject: RE: [Tessitura Development Forum] Board Solicitations

     

    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.

    From: Jim Reynolds <bounce-jimreynolds7665@tessituranetwork.com>
    Sent: 12/22/2011 8:48:07 AM

    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.




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

Children