Thank you so much! That is exactly what I thought we should do.
As you know, we are transitioning to Ellucian CRM. It is not clear to me how it can be used – what pledge "types" are available or can be created in CRM, but we will keep investigating.
Have a good evening!
Director, Gift and Fund Administration
University of Montana Foundation
Office: 406.243.2593 | Direct: 406.243-4739