Policies/Procedures

Monica Dwight

Hello My Favorite Community,

My name is Monica Dwight a 27yr user of Raiser's Edge and currently the DBA at Midlands Technical College Foundation.  Here is my current plight.  Is it standard/ best business practice to Seek advisement from the "Assigned MGO" of the donor when any of the following scenarios come up?  Or does anyone have a if this do that procedure in place?  All comments are welcomed.  Thank you.

Policy/Procedures:
Do you have a policy/procedure in place for (if this, do that?)
I’ve been charged with presenting a best practice procedures for the following scenarios:
Checks – What is the standard practice when accepting donations from “Married Donors”?
Two names are on the check:

1. Which spouse gets the credit?
2. Is this a joint gift? If so, is the amount split or full credit?
3. How do you handle Soft credit? – What’s the amount applied?

Data Entry – When a record is created with spouse information… What is the standard practice?

1. Married Couples
   1. Should each donor have their own record?

 

2. Events
   1. Should Participants be added as a Constituent?

 

3. Batch Process
   1. Who reviews for accuracy? How are batches reviewed for accuracy?

Crystal Bruce

Discussion moved to Raiser's Edge Community for more responses. Thanks!