Fundraiser Gift Credits Question

Mark Zigadlo

Is there a way to disabled automatic Fundraiser Gift Credits for a particular Fundraiser Type, or even just for a given donor?

Dariel Dixon

@Mark Zigadlo I don't think so, at least in the way I'm reading your question.

Allow me to restate your question for clarification. I think you're asking if a particular type of fundraiser would not populate in the gift automatically. So, something like Volunteer or Secondary would be excluded from the window automatically. I don't know if that functionality exists. If you are batching gifts in DB view, it might be worthwhile to use the constituent window to show some of those fields in case you need to remove someone's gift credit.

Mark Zigadlo

@Dariel Dixon

Thank you Dariel. You did restate my question properly.

My main pain point right now are DAF gifts. The only way I can see to give credit to fundraisers is have each fundraiser assigned to the DAF org, and then do some monthly cleanup for gifts from donors without a fundraiser.

Alex Wong

@Mark Zigadlo
you do not need the assign solicitor/fundraiser relationship in order to give gift solicitor/fundraiser credit. however, you do need this constituent (getting credit) to be a fundraiser/solicitor.

Mark Zigadlo

Thank you @Alex Wong for pointing me in this direction…

When you manually search for and select a fundraiser to give credit to, RE wants to automatically add a fundraiser relationship. This is what the Gift Processing team has been doing by default.

Answering No, applies the credit to the fundraiser but skips the assignment.

Alex Wong

@Mark Zigadlo
I am “pretty sure” this alert can be turned off from config or admin, don't remember for sure though. maybe others can comment on that.

Dariel Dixon

@Mark Zigadlo Yes, you need to retrain your gift processing team to answer no to that pop-up.

Now that I think of it, I don't think I've ever answered Yes to that pop-up at all. The answer for me has always been no.

Victoria Mueller

Hi, coming in late to this discussion. My issue has been RE giving credit to fundraisers on gifts automatically because they are an assigned solicitor. For example, event registrations/payments should not be credited to the fundraiser assigned.

Austen Brown

https://community.blackbaud.com/discussion/comment/307379#Comment_307379

You'll need to set up a data maintenance query (or automation) to check these types of gifts on a daily/weekly basis and remove the automatic credit to the listed fundraiser on the constituent's record.

Victoria Mueller

Thank you @Austen Brown though that does seem like a large manual task to add. My org wants to switch to only giving solicitor credit when paired with an opportunity. How would you recommend making that change. AKA having gift entry staff know when a gift is linked to an opportunity and also reporting on this in dashboards.