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Prospect Pipeline and Development Officer Report

Melanye Taylor
$organization

Does anyone have a report specifically customized for the major gift officer?  It tracks the prospect/suspect, identifies the contact reports, tracks the total number of visits and other actions, shows total completed, asks pending, the $ value of the ask, the gifts linked to an ask and the gifts not linked to an ask.

 

This is a report we need to update on a monthly basis for our prospect managers/major gift officers.  Does anyone have any of these components in a report that we might use?  Any assistance is appreciated.

 

Thanks,

 

Melanye

 

 

Melanye V. Taylor

Advancement Services Database Coordinator

Performing Arts Center of Los Angeles County

135 North Grand Avenue

Los Angeles, CA. 90012

213.972.3123

mtaylor@MusicCenter.org

www.MusicCenter.org

 


This email is solely for the intended addressee, and may contain privileged or confidential information. If you are not the intended recipient, please do not use or distribute this material. If you have received this communication in error, please notify me immediately, return this transmission, and delete or destroy any copies.
  • $organization

    I think the Solicitation Listing report will have everything you’re looking for.  It’s one of the canned reports.

     

    Shelley Salinas

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Melanye Taylor
    Sent: Friday, March 16, 2012 2:26 PM
    To: Shelley Salinas
    Subject: [Tessitura Development Forum] Prospect Pipeline and Development Officer Report

     

    Does anyone have a report specifically customized for the major gift officer?  It tracks the prospect/suspect, identifies the contact reports, tracks the total number of visits and other actions, shows total completed, asks pending, the $ value of the ask, the gifts linked to an ask and the gifts not linked to an ask.

     

    This is a report we need to update on a monthly basis for our prospect managers/major gift officers.  Does anyone have any of these components in a report that we might use?  Any assistance is appreciated.

     

    Thanks,

     

    Melanye

     

     

    Melanye V. Taylor

    Advancement Services Database Coordinator

    Performing Arts Center of Los Angeles County

    135 North Grand Avenue

    Los Angeles, CA. 90012

    213.972.3123

    mtaylor@MusicCenter.org

    www.MusicCenter.org

     


    This email is solely for the intended addressee, and may contain privileged or confidential information. If you are not the intended recipient, please do not use or distribute this material. If you have received this communication in error, please notify me immediately, return this transmission, and delete or destroy any copies.




    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!
  • $organization

    Thank you, Shelley.  I’ll pass that information along to our major gift officers.

     

     

    Melanye V. Taylor

    Advancement Services Database Coordinator

    Performing Arts Center of Los Angeles County

    135 North Grand Avenue

    Los Angeles, CA. 90012

    213.972.3123

    mtaylor@MusicCenter.org

    www.MusicCenter.org

     

     

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Shelley Salinas
    Sent: Sunday, March 18, 2012 4:06 PM
    To: Taylor, Melanye
    Subject: RE: [Tessitura Development Forum] Prospect Pipeline and Development Officer Report

     

    I think the Solicitation Listing report will have everything you’re looking for.  It’s one of the canned reports.

     

    Shelley Salinas

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Melanye Taylor
    Sent: Friday, March 16, 2012 2:26 PM
    To: Shelley Salinas
    Subject: [Tessitura Development Forum] Prospect Pipeline and Development Officer Report

     

    Does anyone have a report specifically customized for the major gift officer?  It tracks the prospect/suspect, identifies the contact reports, tracks the total number of visits and other actions, shows total completed, asks pending, the $ value of the ask, the gifts linked to an ask and the gifts not linked to an ask.

     

    This is a report we need to update on a monthly basis for our prospect managers/major gift officers.  Does anyone have any of these components in a report that we might use?  Any assistance is appreciated.

     

    Thanks,

     

    Melanye

     

     

    Melanye V. Taylor

    Advancement Services Database Coordinator

    Performing Arts Center of Los Angeles County

    135 North Grand Avenue

    Los Angeles, CA. 90012

    213.972.3123

    mtaylor@MusicCenter.org

    www.MusicCenter.org

     


    This email is solely for the intended addressee, and may contain privileged or confidential information. If you are not the intended recipient, please do not use or distribute this material. If you have received this communication in error, please notify me immediately, return this transmission, and delete or destroy any copies.




    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!


    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!


    This email is solely for the intended addressee, and may contain privileged or confidential information. If you are not the intended recipient, please do not use or distribute this material. If you have received this communication in error, please notify me immediately, return this transmission, and delete or destroy any copies.
  • $organization in reply to Melanye Taylor

    Hi All,

    This is Tony Exler, new Director of Data Standards at the Nashville Symphony.  I too am looking for functionality and a report to track solicitor visits, notes etc.  I can see how the solicitation reports will report asks, ask amounts, solicitors, dollars raised, etc.   I'm not seeing the best way to track # of visits and report on those.  Any help you can provide is greatly appreciated. 

    I used to use Tessitura at the Indianapolis Symphony 6 years ago - so it may take me a while to get back up to speed!

    Best,

    Tony