Blended Giving
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?
Answers
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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!
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That would be amazing thank you.
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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!
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Absolutely - thank you.
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Blackbaud Support Case 020795054: Looking for best way to capture, track and integrate components of a blended gift opportunity.
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