Tracking gifts for solicitors

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shani traum
shani traum ✭
Ninth Anniversary Facilitator 2 Name Dropper May 2023 Monthly Challenge
in Blackbaud Raiser's Edge NXT®: General Discussion
Hi all,



How do you track what gifts were brought in by which solicitor?  Not all gifts that are "solicited" have a corresponding proposal (such as Annual Fund gifts).  Not all gifts from donors with an assigned prospect manager are "solicited" (Tribute gifts).  And not all donors are assigned a prospect manager, although a gift officer may have made a one time call to solicit the year end gift.



We run a report that lists both gift solicitor (which defaults in during batch with ALL solicitors on the donor record) and Prospect Manager. Given that the gift processor typically doesn't know what actions led to the gift, keeping gift solicitor correct is a challenge, but relying on PM isn't always accurate either.



So...what are you guys doing that works?



Thanks all!
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  • JoAnn Strommen
    JoAnn Strommen ✭✭✭✭✭
    Ancient Membership Facilitator 4 Name Dropper Photogenic
    We do not have the prospect module but do use solicitors for most funds.  For those funds we want every gift to have a solicitor listed as one of our primary reports used is solicitor analysis.  We only list one solicitor per gift. 



    Don't know if this would work for you or not.  We have a records marked as solicitors in RE named Memorial/Honorarium and one for Unknown Solicitor.  These are used for gift received in memory or in honor and when the gift is unsolicited or comes in without contact from an assigned solicitor.  For us, this works well.

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