Blended Giving

Sue Morin

Has anyone adapted the CRM to capture, track and integrate components of a blended gift opportunity. Is anyone willing to share their current process?

My initial review speaks to most orgs creating separate opportunities per ask with adaptation of the process to be able to group the opportunities - what I am interested in - has anyone successfully adapted the system to have a true blended opportunity (one to many) - how does the reporting look and if you are doing one opportunity per ask (one to one) how do you manage the reporting on the back end?

Crystal Bruce

Hi @Sue Morin I noticed the community hasn't shared their process yet- so, I'm going to reach out to someone on my team to see what we can do to answer your question. Thanks!

Sue Morin

That would be amazing thank you.

Crystal Bruce

Hi @Sue Morin - I checked with my team and they are needing more details. Could you open a Blackbaud support ticket and they can help investigate further. thanks!

Sue Morin

Absolutely - thank you.

Sue Morin

Blackbaud Support Case 020795054: Looking for best way to capture, track and integrate components of a blended gift opportunity.