How do I manage follow-ups for Planned Gifts?

Follow-ups help you manage outreach efforts and track next steps for each planned giving prospect or donor. 

Step 1: Schedule a follow-up 

1. Navigate to the contact's Planned Giving Plan 

2. Select "Schedule Follow Up" 

3. Choose a follow-up date 

4. Enter details about what the next step should be 

5. Save your follow-up 

Step 2: View your scheduled follow-ups 

Method 1: From the Planned Giving section 

1. Open the Planned Giving drawer 

2. Click "View My Follow Ups" 

3. This shows all your upcoming scheduled follow-ups 

Method 2: Using the Follow Ups Report 

1. Navigate to Report Manager 

2. Run the Follow Ups Report 

3. Filter as needed to see planned giving-related follow-ups 

Step 3: Complete a follow-up 

1. When a follow-up task is done, access the follow-up record

2. Mark it as completed 

3. Add any notes about the outcome 

4. Schedule the next follow-up if needed 

Step 4: Track follow-up history 

1. View the contact's Planned Giving Plan 

2. The system maintains a history of all completed follow-ups 

3. Use this history to inform future interactions with the donor 

What else do you need help with? 

• Understanding Planned Giving Plans 
• How do I add a Planned Giving Plan? 
• How do I add a Planned Gift to an existing plan?