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  • 1.  Pledge Reminder Solutions?

    Posted 10-29-2020 03:20 PM

    Afternoon FundSvcs!

     

    Is anyone using a 3rd party solution to send out pledge reminders (for straight pledges on a payment schedule) to your donors?

     

    With thanks,

    Chris

     

     

    Christopher Amherst (he, him, his)

    Assistant Director of Advancement Information Systems

    University Advancement

    M 240.412.7929 P 585.475.2959 F 585.475.7004

     

    Rochester Institute of Technology
    116 Lomb Memorial Drive, USC 03401/Rochester, NY 14623

     

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  • 2.  RE: Pledge Reminder Solutions?

    Posted 10-29-2020 03:27 PM
    Chris, with the exception of phonathon pledges I mostly see the primary CRM used to perform this function.  Granted, it tends to be more or less an export/import thing with your own design features.  But it works.  At Duke and NC State we used Advance and had a pretty slick reminder system in place.  What system is RIT using - and have you done all you can to exploit its features?  Perhaps someone else out here in FundSvcs-land who is using the same CRM can share what they have internally developed.

    For phonathon pledges, you can use that third-party built-in feature.  Although, I tend to think we can make the reminders look prettier :-).

    John

    John H. Taylor
    Principal
    John H. Taylor Consulting, LLC
    2604 Sevier St.
    Durham, NC   27705
    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987




    Original Message


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