In-House RG Remittance Form For internal use only In-House RG Remittance Form Tessitura ID #* Constituent Name* Gift Ref #* Did the patron answer?* Yes No Invalid phone number Updating gift informationAction on Gift Update Card Write-Off Gift Other Updated Card on FileAdd card to user record and notate card type and last four digits here for reference. Gift Processing"It looks like you're a little behind. Is it alright if I go ahead and bring your gift up to date?" Yes, charge lapsed payments and update card No, update card and adjust schedule Other "Is there anything else I can help you with while I have you on the phone?"Post Call WrapUpdate CSI First Call Second Call Third Call: Write Off Record UpdatesCheck off items as completed Update membership Add action and close CSI Record Updates for Write OffCheck off item as completed Write-Off gift Change channel on the gift to HRG Deactivate Membership Update and Close CSI Internal Notes Δ
