Power of Attorney Relationship

John Kuehn

Looking for a best practice to implement in CRM. If a Gift officer is notified of a Power of Attorney relationship, where is the best place to log this in CRM Would one do this under relationship on the constituent record or should we create new participant type and at this person as a plan participant. What do other do?

Aaron Thompson 2

Hi @John Kuehn -

CRM provides several possible places you could track that, depending on what data you save and how you organize it:

• Constituent relationship
• Prospect plan solicitor and/or participant
• Planned Gift relationships
• Prospect team member/role

Plan participant has the advantage of living at the plan level and letting you assign a specific role (such as ‘Power of Attorney’). The downside is that it is not directly connected to the prospect assignment. So if the prospect manager leaves or is reassigned, the power of attorney will still live on the plan. You would want to build some data hygiene policies to ensure that everything transfers.

I think most clients use the constituent relationship. It is admittedly a lower-tech solution. But it more readily and easily surfaces the relationship, making upkeep simpler and more apparent.

Hope this helps!

Thanks,
Aaron Thompson

John Kuehn

@Aaron Thompson
Thanks for the advise.