Hi Mara, We always create an organizational Estate of record for bequest gifts when realized or other gifts coming from a deceased donor. We link the estate record with the deceased donor/and or family members if requested. My 2 cents. Karen

At a previous job, estate gifts were entered in an organizational record, "Estate of . . . . " At my current job, estate gifts are entered as individual records (the existing record if there is one, if not, a new individual record). I was questioned about why I entered one as an organization...

We are having a debate about where actions/call reports should go and I would love some input. We are getting the to point, where some of our staf wants to add action/call reports on multiple records and I am a little concerned on the impact of that. Here are the situations that I have: 1. Situation...

We also have WF Bank, MG, branches etc. We have a record for each entity that we receive $ from. I think the key to getting the $ where it belongs is checking the entity/address on the check with the RE record. We do have parent org relationship record from HQ to local/branch banks. In some cases like...

For your history info, notes or reference on gift record might work. Believe you can pull reference into a mailing. If you're mailing something to the specific department to acknowledge gift that makes it a bit more difficult - obviously you'll need an address that you can pull for mailing. If...

Hello JoAnn, Thank you for your speedy response! We have some large organizations that donate memorial gifts from many of their different departments. I don't need the dept info for reporting but need the info for acknowledging the gift and mailing purposes and history. I'm trying to avoid adding...

Claire, How you handle departments will depend on what you are doing with the department records. Have you considered the departments getting an org relationship on the primary record? This might work. It depends on what you need to document. If there's a reason that you need separate listings for...

Hello, I would appreciate if anyone has any ideas or suggestions on the best way to add different departments to any organization record without creating multiple records. With thanks, Claire

When I create an organization relationship on a constituent's record (for instance, a primary business), the spouse (those with their own record) automatically becomes related to the org also. Upon opening the spouse's bogus org relationship, everything is grayed out, but even so, it is a bit...

Hi! We've managed to work through most of the merge process for organization records but we're still stuck on what to do about former employees. We have noticed that if you merge Company B into Company A, all the employees of Company B - former and current - now look as if they work or have worked...