Solicitations for Trust applications

Hi Claire,

We use Solicitation Tasks for follow-ups, reporting to foundations or corporations, phone calls, and thank you letters re: a specific solicitation. They work almost exactly like a regular Reminder (formerly known as a Tickler). The difference is that a Solicitation Task is for those items directly related to the solicitation.

Solicitation Task types will need to be created by whoever has access to that system table. Then you just fill in the other fields. You assign it to a particular user; determine how many days in advance that user is notified of the task, the complete by date, and notes. You can also reference any documents you have added to the “Research Documents” tab – such as a progress report or final report form, etc.

I love solicitation tasks!

I hope this helps. J

Hi there

Just wondering how others deal with solicitations for trust funding applications - generally once we have received a pledge of money we mark the solicitation status as "pledge" and once the funds are received we change the status to "complete". 

However some trusts require a report of how the money has been spent, X number of months after the donation is given.  

The two options we've considered are:

1. using a solicitation status that marks these solicitations as requiring a follow-up (not great as they can be overlooked by staff when looking at which solicitations have been successful as they aren't marked as "complete")

2.  using tasks - but we're complete newbies at using solicitations really and have never used tasks and have no idea how they work etc!

Any help gratefully received :) 

Claire 

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