Stewardship plans are similar to fundraising plans in that they each have related steps. But stewardship plans can have recurring steps (for example, send a birthday card every year on 10/1), and stewardship plan steps can be linked to fundraising plans.
Good to Know!
- As of go-live, Partners is proposing that affiliates create stewardship plans for areas within their organization that have coordinated stewardship activities. For example, a ‘Legacy Society” stewardship plan would have steps/interactions that related to this society. Single unrelated actions would stay in Interactions.
- Stewardship plan steps can be seen in Interactions and within their related stewardship plan.
- Conversion notes: Some interactions were pulled under stewardship plans, conversion details are here. Note that the stewardship plan logic based on the RE action attribute “CRM Stewardship Plan Name Description” should take precedence over moving data to prospect research requests.
How Do I?
- Manage my stewardship plans? See options under prospect for bulk adding steps and other tools.