Stewardship Management

Marybeth Jewhurst

For those of you with regular RE or RE:NXT, where/how do you list Stewardship management plans?  We are updating our giving societies and will have annual clubs and cumulative lifetime societies.  Trying to decide how to code this or reflect it in a constituent record.  Looking for input on how others do this.

Amy Dana

Do you have the Membership module? That could help with tracking your annual clubs. As for lifetime societies, you could also create a Constituent Attribute once they reach that milestone.


As for actual tracking of stewardship steps, we use Actions. One of our MGOs is really good about putting together an annual plan for each donor she stewards and then those all go into RE as Actions she can work on weekly/monthly.

Carley Haynes

Amy Dana:

Do you have the Membership module? That could help with tracking your annual clubs. As for lifetime societies, you could also create a Constituent Attribute once they reach that milestone.


As for actual tracking of stewardship steps, we use Actions. One of our MGOs is really good about putting together an annual plan for each donor she stewards and then those all go into RE as Actions she can work on weekly/monthly.

Hi Amy,


Would you be willing to share an example at all? I'd really like to move our organisation towards this type of use of Actions for Stewardship. Do you have a master list that you globally add to people or is it done on a case by case basis? Thanks in advance! Carley.

Christine Cooke 2

Because this is shifting information and I do not want to have to constantly maintain a field or three in each record that has a giving history, I utilize the Donor Categories in Config and then every time you pull reports it will pull folks into the correct level/category/club/society.


Same Donor Category can be used for Cumulative Giving, just altering the date perameters.

Marybeth Jewhurst

We do not yet have membership, but anticipate having it with our change to NXT.  Thanks all for your input.  Obviously this will be an ongoing project as we ramp up our stewardship plan.

 

Amy Dana

Carley Haynes:

Hi Amy,


Would you be willing to share an example at all? I'd really like to move our organisation towards this type of use of Actions for Stewardship. Do you have a master list that you globally add to people or is it done on a case by case basis? Thanks in advance! Carley.

 

It's actually done on a case-by-case basis. I'd love to set up action tracks but it's nothing that systematic - birthday cards, holiday cards, etc, interspersed with gift stewardship activities. I think she started with an empty spreadsheet with the names of her donors in the first column and the months of the year across the top.


Sorry I don't have more info!

Faith Murray

Christine Cooke:

Because this is shifting information and I do not want to have to constantly maintain a field or three in each record that has a giving history, I utilize the Donor Categories in Config and then every time you pull reports it will pull folks into the correct level/category/club/society.


Same Donor Category can be used for Cumulative Giving, just altering the date perameters.

Could you please direct me to the Donor Categories definition in Config? Or is this only for Membership module subscribers? (We don't have Membership.)

Elizabeth Johnson

Hi F,


Donor Categories are not limited to those with the membership module.


To view or add new categories:

From within configuration go to tables, then scroll down your code tables to see if you have any donor categories already set up. If not simple right click anywhere in the code tables list, and you will see the option to create a new donor category table.


I have a few different donor categories setup in our database depending on our organization's needs. I name mine so they all start with "Donor Category-." You could alter that if you needed more space since you are limited to 30 characters for naming code tables. 


Hope this helps,

Elizabeth