How to enter sibling/group proposals

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Jennifer Broadwell
Jennifer Broadwell ✭
Ninth Anniversary Facilitator 1 Photogenic
in Blackbaud Raiser's Edge NXT®: General Discussion
Just curious if anyone has some best practices advice on entering proposals when a group of donors were presented a proposa/gave a gift.  Which record do you put the proposal and/or gift on?  You technically are presenting one proposal, but you may get one check or a check from each party involved.  How do you handle this?


I am retroactively trying to add a proposal for 3 siblings who created a professorship in honor of their father.  In this case 3 separate gifts were recorded on each sibling record, even though it's all for the 1 professorship.  So I guess technically I could enter separate proposals on each of their records.  But, then you are inflating your proposal count.  I could enter the proposal on one of their records, but how would I be able to show this proposal in reports on the other siblings records?  I know I can set up some business rules to handle us being aware of this when navigating the system, but the reporting side is what I"m not quite sure of.  There isn't a "soft credit" for proposals so to speak.  


Any thoughts on this would be most helpful. thanks! 
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  • Amy Dana
    Amy Dana ✭
    Tenth Anniversary Facilitator 2 Name Dropper Photogenic

    Jennifer Broadwell:

    Just curious if anyone has some best practices advice on entering proposals when a group of donors were presented a proposa/gave a gift.  Which record do you put the proposal and/or gift on?  You technically are presenting one proposal, but you may get one check or a check from each party involved.  How do you handle this?

     

    I really like your idea of a soft credit for proposals! Until then, could you set up a query to count proposals but exclude two of the siblings? Or if you need a list, could you indicate on two of the siblings' proposals that it's a duplicate (like "Endowed Professorship [copy]") or something?
  • Jen Claudy
    Jen Claudy ✭
    Tenth Anniversary Facilitator 4 Name Dropper Photogenic
    It's been almost a month, and you may have figured out what you want to do, but you can apply gifts to Proposals on another constituent's record.  If the father has a record, I would be inclined to put the Proposal on that record, then apply all gifts from the children to that Proposal.  Even though the proposal wasn't made to the father.  Or put it on the record of one of the children, if one is more involved than the others or is the one who initiated this idea.  Then add notes (including the Constituent IDs of the children, who should also be Relationship links to the father and also to one another) and an annotation if needed.


    If this happens a lot for you, I would consider a Proposal Attribute where you can use a Table of names or constituent IDs to create a pseudo link/soft-credit.  So wherever you put the main/actual Proposal, put that record's Constituent ID and the father's name as an Attribute on Proposals on the other associated records, and then in reports (depending on what you use and what the capabilities are of your existing reports), you can exclude Proposals with that Attribute.  But when you're looking at a Proposal, you can see where the "real" Proposal lives.


    I personally would not duplicate the Proposals, and instead just link the constituent records and enter notes.  Then link the Gifts to the Proposal.

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