PlannedGiftTracker

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Dave Berger
Dave Berger
Ancient Membership First Comment Facilitator Level 1
in Blackbaud Raiser's Edge NXT®: General Discussion

We recently purchased the RE PlannedGiftTracker and I was interested in knowing how to apply and/or track a Planned Giving Prospect (a constituent that has not made a commitment monetarily, but has indicated they will be leaving our organization in their Will). Can and/or should this Prospect be tracked in the PlannedGiftTracker or should this be an Attribute in their record?

Thank you

Dave

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  • Mike Adams
    Mike Adams Blackbaud Employee
    Ancient Membership 100 Likes 10 Comments Name Dropper
    David Berger:

    We recently purchased the RE PlannedGiftTracker and I was interested in knowing how to apply and/or track a Planned Giving Prospect (a constituent that has not made a commitment monetarily, but has indicated they will be leaving our organization in their Will). Can and/or should this Prospect be tracked in the PlannedGiftTracker or should this be an Attribute in their record?

    Thank you

    Dave

    Hi Dave,

    If your organization has the optional RE:Search/Prospect Module, the Prospect Tab has a field for Classification.  This is located on the Prospect Tab's General Section near the top.  You could create a Classification 'Planned Giving Prospect' if that is the main focus of your cultivation efforts for this constituent.

    If your organization doesn't have this optional module, a constituent attribute is a great way to track it.  If this is a large group of people, a constituency code might be preferable as they can be simpler to work with and very easy to report on. 

    Mike Adams

    Hybrid Trainer/Senior Customer Support Analyst

    Blackbaud 

     

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