Gift Adjustments

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Andrea Egloff
Andrea Egloff
Eighth Anniversary Photogenic 5 Likes First Comment
in Blackbaud Raiser's Edge NXT®: General Discussion
Just curious... who in your organization makes adjustments to gift transactions?  Is it the person who does gift entry or is it someone else?  Working on some policies and procedures and wasn't sure how others handled adjustments.
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  • Joanne Felci 2
    Joanne Felci 2
    Ninth Anniversary 1,000 Likes 1000 Comments Photogenic
    Both myself (Development Database Manager) and the gift processor make gift adjustments


    I usually make global adjustments for receipt amount for gala tickets, while she does the day to day ad hoc adjustments

  • JoAnn Strommen
    JoAnn Strommen Community All-Star
    Ancient Membership 2,500 Likes 2500 Comments Photogenic
    In my opinion that will vary greatly depending on the org. We're small, I do all gift entry, write-offs and adjustments. For a large org with multiple data entry people I could easily see a case made for adjustments to be done by one person.
  • Angie Kemp
    Angie Kemp
    Seventh Anniversary Photogenic 5 Likes First Comment

    Andrea Egloff:

    Just curious... who in your organization makes adjustments to gift transactions?  Is it the person who does gift entry or is it someone else?  Working on some policies and procedures and wasn't sure how others handled adjustments.

    We are a medium-sized organization (about 10 fundraisers), but myself (data entry specialist) and my immediate supervisor (Donor Operations Manager) are the only two that work in Raiser's Edge exclusively with gift entry, but we are both able to make gift adjustments. I handle all lockbox and regular cash gifts and she handles all of our Luminate gifts, so we try to stick to our specific side when making gift adjustments, just because we'll already have some knowledge about the gift when it came into RE. Also, we don't have software that talks to each other with Finance's systems, so we have to loop them in and make sure the adjustments are accounted for on their side as well, especially when fund and constituency changes are made.

  • Amy Dana
    Amy Dana Community All-Star
    Tenth Anniversary 500 Likes 100 Comments Photogenic
    We have a data entry person that posts the gifts but I (database manager) am the only one who can make adjustments. This is more a case of past personnel issues as opposed to any best practices, though. We're also a pretty small shop (7 1/2 people).
  • Jana Stec
    Jana Stec
    Ninth Anniversary First Comment Blackbaud Champion Facilitator Level 1

    Andrea Egloff:

    Just curious... who in your organization makes adjustments to gift transactions?  Is it the person who does gift entry or is it someone else?  Working on some policies and procedures and wasn't sure how others handled adjustments.

    Currently I am the only person who can make adjustements (I'm the gift entry person). When the position is filled again, my direct boss (database manager) will also be able to.

  • Karen Hartt
    Karen Hartt
    Ancient Membership 100 Comments 100 Likes Name Dropper

    Andrea Egloff:

    Just curious... who in your organization makes adjustments to gift transactions?  Is it the person who does gift entry or is it someone else?  Working on some policies and procedures and wasn't sure how others handled adjustments.

    The gift processing staff, myself and my assistant.

  • Heather MacKenzie
    Heather MacKenzie
    Tenth Anniversary 1,000 Likes 1000 Comments Photogenic

    Andrea Egloff:

    Just curious... who in your organization makes adjustments to gift transactions?  Is it the person who does gift entry or is it someone else?  Working on some policies and procedures and wasn't sure how others handled adjustments.

    In my office, both the gift entry person and the database administrator handle adjustments.  We work together to make sure Accounting gets what they need as well.

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