Using your CRM to track & manage planned giving
Constituent relationship management (CRM) databases are an essential tool for modern fundraisers. But different CRMs have different capabilities, and not every nonprofit uses their CRM the same way.
Have you wondered how your peers use their CRMs to manage planned gift cultivation, solicitation, and stewardship activities? Do they track planned gift commitments, or only realized gifts? In what ways do they enter or track planned gifts differently from real-time gifts?
You asked us to facilitate community conversation on this topic, and we listened! In this session, we:
- Shared high-level best practices for tracking planned gifts in your CRM
- Were joined by special guest Andrew Shanks from Oregon Humane, to learn about their CRM integration solution
- Use breakout groups for idea sharing on related topics
- Reviewed details of FreeWill's CRM integration solutions
Unfortunately, a recording of this session is not available. Please download the slide deck using the form to the right/below. And be sure to join us at our next roundtable!
