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
Kristin,
We do have a moves management process in Tessitura. Our solicitation statuses include: prospect identified, qualification-capacity, qualification-inclination, cultivation, solicitation, stewardship-verbal pledge received, stewardship-written pledge received, stewardship-gift received, gift declined, and dropped. In your scenario, we would enter a solicitation for our endowment campaign in the status of “cultivate,” or one of the other statuses if that was more applicable. Once we know the patron is definitely a planned giving prospect or a confirmed donor, we add information to the planned giving radio button.
Amber
My last name has changed. Please update your records to include my new e-mail address: ANewsome@SCFTA.org _______________________________________________________
Amber Newsome
Manager of Special Campaigns Segerstrom Center for the Arts
600 Town Center Drive, Costa Mesa, CA 92626
T (714) 556-2122 x 4259 F (714) 755-2712 E ANewsome@SCFTA.org
P Please consider the environment before printing this email
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Kristin Murphy Sent: Monday, June 25, 2012 8:12 AM To: Amber Newsome Subject: RE: [Tessitura Development Forum] Planned Giving
Amber,
I’d be curious to know how you track prospects that are not active. In other words how do you track a prospect at identification and tag them as a prospect if you are not ready to solicit, just cultivate. Or do have you already devised a moves management in Tess?
Thanks,
Kristin
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Amber (Albert) Newsome Sent: Friday, June 22, 2012 4:50 PM To: kmurphy@nashvilleopera.org Subject: Re: [Tessitura Development Forum] Planned Giving
Emily,
We don’t have an official “planned giving” campaign at the Center at this time, but we do track prospective planned giving donors in Tessitura.
Campaign Structure
For our on-going endowment campaign we used a date from before our facility opened as the start date, and our end date is 1/1/2100. We left the fyear field blank. I imagine you could set-up your planned giving campaign in a similar way.
Prospect Management - Solicitations
We do use solicitations to manage current prospects that we are actively cultivating or speaking to for planned gifts and estate planning. This helps us manage notes about the moves process.
Tracking Specifics – Planned Gifts
The fields that are available to use under History-Planned Gifts were set-up awhile back, and though they will require refinement when we officially launch a planned giving campaign in the future, they suffice for now. We attempt to track all of the specific details we are able to glean in regard to the donor’s intentions/plans. For many of the patrons who are still just prospects, we have a status called “future prospect.” This allows us to pull all of these records into the planned giving reports. (If we are currently working on a prospect, they will also have a solicitation.) We fill in the notes field with as much data as we can muster and also try to keep up with the last date, first date, expected amount and expected date fields. As staff has turned over, we have found this to be a great location to store this information; even if there is just a note to reference more information in solicitations and research, everyone knows where to start when researching these records.
As I mentioned, we’re not using this as robustly as we could, but I’m happy to share what we have available. Please feel free to contact me if you have additional questions.
Segerstrom Center for the Arts
(714) 556-2122 ext. 4259
ANewsome@SCFTA.org
These fields are really outdated… please don’t judge too harshly! Here is what we have, though I honestly don’t know what the intended use was for some of the options.
Code
(None)
Anonymous “non-Associate”
Bad address/lost contact
Closed
Confirmed Donor
Do not mail, solicit, invite, etc
Estate
Invitations Only
Possible Prospect
Prime Prospect
Special Case
Status
Closed File
Completed Proposal
Confirmed Gift
Cultivate Prospect
Declined Proposal
Dormant File
Estate-Continual Payments
Estate-Ongoing Trust
Estate Depleted
Estate in Probate
Estate Probate closed
Followed Up
Future Prospect
Gift Paid on Termination
Inquiry about PG
Investigate Potential
Likely Gift (Assumed)
Lost (Bad Address)
No Response to Follow Ups
Notified of Gift
Pending Proposal
Postponed Proposal Previous PG Donor
Revived Old Cont./Prop.
Send Info as Requested
Unknown No Old File
Source
Null (we have nothing listed)
Type
Bequest through will
Charitable Lead Annuity Trust
Charitable Lead Unitrust
Charitable Rem Annuity Trust
Charitable Remainder Unitrust
Contingent bequest
Deferred Gift Annuity
Gift Annuity
Life Insurance Policy
Other
Outright Endowment-General
Outright Endowment-Restricted
Pension/IRA/Retirement Plan
Percentage bequest
Pooled Income Fund
Real Estate
Specific dollar bequest
Tangible Personal Property
Trust Instrument (non-exempt)
Unknown
From: Emily Andres <bounce-emilyandres3044@tessituranetwork.com> Sent: 5/30/2012 4:31:05 PM
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