Adding a Const without an address

Sarah Gallagher

An issue that I have from time to time - On occasions we get gifts in to our organisations but we don't always get address details - I have a contact name, e-mail address and phone number but I am reluctant to pick the const onto RE without an address - Any advice on what I could do for this scenario

 

Thanks  

Joshua Bekerman bCLO bCRE

Sarah Gallagher:

An issue that I have from time to time - On occasions we get gifts in to our organisations but we don't always get address details - I have a contact name, e-mail address and phone number but I am reluctant to pick the const onto RE without an address - Any advice on what I could do for this scenario

 

Thanks  

We would enter them without an address.  We collect emails and want them in RE, but will only enter the email if we also have a name. 

Tony Burnett

Sarah Gallagher:

An issue that I have from time to time - On occasions we get gifts in to our organisations but we don't always get address details - I have a contact name, e-mail address and phone number but I am reluctant to pick the const onto RE without an address - Any advice on what I could do for this scenario

 

Thanks  

I have handled it several different ways based on the what I know about the donor I will do one of these ways: If I have some contact information that could be useful I will set our business rules to allow entry without an address and save what I have. I also have an Anonymous Donor constituent that if appropriate I enter the donation there. I may create an Event Donor if for instance I end up with extra cash where it's obvious someone didn't fill out a registration card from an in person event. Of course you could reach out to the donor with what ever contact information you have and request an address so you can send them their letter for tax documentation.

Mary McConne

Sarah Gallagher:

An issue that I have from time to time - On occasions we get gifts in to our organisations but we don't always get address details - I have a contact name, e-mail address and phone number but I am reluctant to pick the const onto RE without an address - Any advice on what I could do for this scenario

 

Thanks  

We'd enter this donor as a constituent. We click the "has no valid address" box so they are excluded from queries for mailing list . This donor may give again and you may get addy info then. For sure we want all the emails we can get.