We are getting into deeper stages of a new planned giving program, and I'm wondering about the useage of Tessitura's planned giving capabilities. Does anyone have experience with this? For instance, when setting up a campaign, what do you do for fiscal year, as well as start and end dates? And do you keep/utilize most of the information via the History tab's "Planned Giving" radio button? Any advice would be greatly appreciated, especially any paticular items that are important to know in using these functions.
Thank you!
Emily
We keep all of our planned giving deets in a separate custom tab - I wasn't here when the decision was made to know the rational behind it. I'll attach a screen shot of it to my profile if you want to take a look, and if you're interested I can send you an example of the report it populates.