Plans set up

Hello Natalie, 
Like Colleen, we also build our Plans by fiscal year. For example, donor Susan Smith has an annual fund Plan for FY21, then a new one for FY22, then FY23, FY24, etc. For long time donors it does create quite the list, but I feel the benefits of this system makes it worth it. You can easily track your annual goals for each donor this way, track their history easily of who was their primary worker 5 years ago vs now, and it keeps the Plan Steps manageable. I feel that one Plan for all annual fund efforts would get quite muddled with how many Plan Steps would collect in there. We also store gift documents in our Plans, so if I want to find the documentation for their FY19 pledge, I can easily find their FY19 Plan, open it, and search for the Step with the document. I also feel this setup helps make Portfolio management easier, and reporting on next steps. 

We also create separate Plans for donors that we're soliciting for our annual Gala, as the ask around that gift is very different from their annual fund ask. We do have two Campaigns that aren't fiscal year tied that have continuous Plans. We're in the middle of a multi-year campaign, so that's just one Plan for each donor, which will end up spanning around 5 years. We also created a "fake" Campaign to use just for Plans, to track Planned Giving details. The Planned Giving button in Tessitura doesn't allow for collecting all the relationship steps and documents that we need to track, so we have a generic Planned Giving Campaign that we use to build Plans and track all touch points for that donor's entire life. 

Curious to hear how anyone else does it, and best of luck as you figure everything out for your museum!

Hello Natalie, 
Like Colleen, we also build our Plans by fiscal year. For example, donor Susan Smith has an annual fund Plan for FY21, then a new one for FY22, then FY23, FY24, etc. For long time donors it does create quite the list, but I feel the benefits of this system makes it worth it. You can easily track your annual goals for each donor this way, track their history easily of who was their primary worker 5 years ago vs now, and it keeps the Plan Steps manageable. I feel that one Plan for all annual fund efforts would get quite muddled with how many Plan Steps would collect in there. We also store gift documents in our Plans, so if I want to find the documentation for their FY19 pledge, I can easily find their FY19 Plan, open it, and search for the Step with the document. I also feel this setup helps make Portfolio management easier, and reporting on next steps. 

We also create separate Plans for donors that we're soliciting for our annual Gala, as the ask around that gift is very different from their annual fund ask. We do have two Campaigns that aren't fiscal year tied that have continuous Plans. We're in the middle of a multi-year campaign, so that's just one Plan for each donor, which will end up spanning around 5 years. We also created a "fake" Campaign to use just for Plans, to track Planned Giving details. The Planned Giving button in Tessitura doesn't allow for collecting all the relationship steps and documents that we need to track, so we have a generic Planned Giving Campaign that we use to build Plans and track all touch points for that donor's entire life. 

Curious to hear how anyone else does it, and best of luck as you figure everything out for your museum!

Thanks Sara, Great point about the plan steps becoming unmanageable if too many years are combined. I believe I have what I need to proceed with a setup that works for our org and create a process document that everyone can follow. Ngā mihi nui (Te Reo Māori for Thank you very much)