Endowment Gift Reporting

Options
I received a request to send notifications of all gifts to a particular endowment fund to the fund originator. I am wrestling with the best way to do this as I know that "just remembering" to do this will be missed. Does anyone in the collective have a solution that has worked well?


A Few things about us:

We use RE7

Fund gifts are tracked with their own fund with the fund originator is connected on the relationship tab

The Fund also has an organization constituent record, we typically use it to track annual endowment reports in the media tab

Gifts are processed in one office, but acknowledgment letters are processed in another office

We have the tribute tab


I am currently thinking about setting up a business rule that alerts the gift entry staff to add the gift as a tribute to the fund constituent record.

 
Tagged:

Comments

  • You could consider using Action Tracks to create Actions either for you to contact/inform the fund originator or to "remind" the fund originator of an Action that will then alert them to the gift (if the fund originators are RE Users).

Categories