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Monica Dwight 2
Monica Dwight 2
Tenth Anniversary 10 Comments 5 Likes
in Blackbaud Raiser's Edge NXT®: General Discussion
Hello My Favorite Community,

My name is Monica Dwight a 27yr user of Raiser's Edge and currently the DBA at Midlands Technical College Foundation.  Here is my current plight.  Is it standard/ best business practice to Seek advisement from the "Assigned MGO" of the donor when any of the following scenarios come up?  Or does anyone have a if this do that procedure in place?  All comments are welcomed.  Thank you.

Policy/Procedures:
Do you have a policy/procedure in place for (if this, do that?)
I’ve been charged with presenting a best practice procedures for the following scenarios:
Checks – What is the standard practice when accepting donations from “Married Donors”?
Two names are on the check:
  1. Which spouse gets the credit?
  2. Is this a joint gift? If so, is the amount split or full credit?
  3. How do you handle Soft credit? – What’s the amount applied?
Data Entry – When a record is created with spouse information… What is the standard practice?
  1. Married Couples
    1. Should each donor have their own record?
 
  1. Events
    1. Should Participants be added as a Constituent?
 
  1. Batch Process
    1. Who reviews for accuracy? How are batches reviewed for accuracy?
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