Create solicitation plans, stages, and plan templates

Tags: product:gift-officer intent:solicitation-plan intent:stage intent:plan-template

Go to Gift Officer > Plans or open a constituent and select New Plan. Choose a template when available, enter the plan name, primary constituent, primary and secondary gift officers, and narrative, then save. Use the plan to organize stages, tasks, cadences, opportunities, and progress for that constituent.

Administrators configure school-wide labels and plan behavior at Gift Officer > School Settings > Plans and reusable structures at Plan Templates. A template accelerates creation; later changes to a template do not necessarily rewrite every existing plan.

Deactivate a plan when work should stop without discarding its history; reactivate it when work resumes. Moving stages can create or update plan-related tasks depending on school configuration, so review upcoming work after a stage change.