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
Emily, I am working to systemize our procedures on planned giving as well. We have yet to utilize Tessitura for tracking this. I'd welcome a dialogue. How's it going for you?