Would anyone be willing to share their process for acknowledgments in Tessitura?
I am also looking to see how other institutions handle gift processing for gifts that come from a Charitable Gift Fund. Does the gift get entered in Tessitura under the donor name or under the Charitable Gift Fund with a soft credit to the donor?Happy to discuss offline if preferred. Thank you!
Hi Megan! So for acknowledgments we use the Print Acknowledgments utility for actually pulling them. Previously we would merge them directly into a document, but right now I'm saving them as excel spreadsheets just because our acknowledgment process has gotten a little more complicated and this allows me to more easily swap someone from one letter type to another. In the backend, I've got letter types set up for three levels of annual gifts (under $100, $100-$999.99, and $1,000+), as well as special acknowledgements for Gala and Capital gifts, all set to pull based on the campaign/amounts.
As far as gift funds, in my current organization we put the gift in under the donor name (though at my previous organization we put it under the fund name and soft credited the donor).
Happy to help if you have any other questions about either of these!