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  • Best Practices - Donor Advised Fund; Hard Credit or Soft Credit

    How does your organization credit Donor Advised Funds? Currently I credit gifts made through a donor advised fund as counted as coming from an organization not an individual. Donors who made the original gift to the fund (and that person’s spouse or partner if applicable) should receive soft credit for...
    Posted to Forum by Sheila Wortham on 03-03-2014
  • Re: Tickler System

    Yunis, I run some audit queries each month to see who is working in the database, and in these I review staffs data entry for our entry standards. I also review the tables in RE for new entries which are on the bottom of the table until I sort them. I have a constituent search query that all staff use...
    Posted to Forum by Karen H. Hartt on 10-11-2011
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