Third party giving and it's impact on the Solicitor Performance Analysis Report

Rodrigo Guardado

Hi all,


Assume that Rodrigo Guardado has Donor X in his portfolio and Donor X promises to make a $10,000 donation before the close of the fiscal year.  Now, Donor X ends up paying using his family foundation and the hard credit is applied towards the Family Foundation record with soft credit to Donor X. However, when you run the solicitor performance report, the report seems to omit that Donor X gave money to your organization. Granted, you could run it with soft credits, but, naturally, this would cause a report inflation.


How does your organization remedy this situation?


Thanks,


Rodrigo

Jen Claudy

Because of staffing changes, we're not there yet with Solicitor Assignments...but couldn't you put in the appropriate Solicitor on the Gift (when you're already entering the Soft Credit) and then run your reports based on the Gift Solicitor Field?  Or just add the Solicitor to the Foundation at the Constituent level?  We consider Family Foundations to be Individual Gifts, even though they have separate records.  And it would not be at all weird for us (but as I said, we're not there yet) to assign the Solicitor to both records from the get-go.  The Solicitor likely knows that the gift will/may be coming from the Foundation, and occasionally we actually do end up with Proposals on the Foundation's record.


Also, I should clarify that we don't currently use any canned reports, and I'm not familiar with a Solicitor Performance Report, so I'm not sure if it pulls data from the Constituent or Gift level, which would certainly be a factor to consider.

Jill Freidmutter

I just learned that the RE solicitor reports only include gifts if:

1.  the solicitor has a relationship on the constituent record

AND

2. the gift has the solicitor listed as the gift solicitor.

Perhaps this will be a helpful clue. (I'm new to solicitors and will follow this thread to continue learning more about solicitors and solicitor reporting.) 

Ryan Hyde

It seems like the easiest solution overall is to add a solicitor relationship to the family foundation's record and the gift in question. This is how we have these records set up in our database. 

JoAnn Strommen

To clarify Jill's post:

The gift needs the solicitor listed as gift solicitor for the gift to pull on the solicitor analysis report.  The solicitor / donor do not need an assigned relationship on the record.  We use this report a lot and I do not have to create the relationship record as long as solicitor is assigned on gift record. (If you enter a solicitor that is not assigned you usually will get a pop-up asking if you want to add the relationship.  You certainly can, but do not need to.)

JoAnn Strommen

Rodrigo,

When we run our Solicitor Performance Analysis reports, I guess we handle it by what gift types we include. (In most of our reports, we don't include pay-cash. We report on Cash, Pledges, MG Pledges, Recurring gift  pay-cash, stock..)


The whole paying a personal pledge with family foundation money opens another can of worms.  It can't really be done legally.  It's called "self-dealing" and is not allowed as the person is receiving the benefit their pledge being paid.  I suggest you search on www.fundsvcs.org - there are some people who've addressed this issue there very well.


In your scenario, we would adjust personal pledge amount to $0 and enter foundation payment as a cash gift with the solicitor noted on the gift. Person can be SC if you want but it should not be a payment of their pledge. 

Jill Freidmutter

JoAnn Strommen:

To clarify Jill's post:

The gift needs the solicitor listed as gift solicitor for the gift to pull on the solicitor analysis report.  The solicitor / donor do not need an assigned relationship on the record.  We use this report a lot and I do not have to create the relationship record as long as solicitor is assigned on gift record. (If you enter a solicitor that is not assigned you usually will get a pop-up asking if you want to add the relationship.  You certainly can, but do not need to.)

Hi Joann,


Thanks so much for this info. Which report are you using? My limited experience is different than your (more extensive) experience. When my report wasn't showing what I hoped it would show, I contacted BB support, I was told that both conditions (gift solicitor and assigned solicitor) need to be true to have the gifts show up on solicitor reports. I have more digging to do! I'm not surprised that what I am learning has more nuance to it.


best regards, Jill