Fundraiser Performance Management Ideas

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Display transaction date instead of processing date in prospect giving section of weekly digest

While it's good that the weekly digest pulls on processing date, so it can catch backdated gifts, it would be helpful for directors to see the actual transaction date in the digest. Sometimes data entry issues must be corrected by re-booking a gift, which makes it appear in the weekly digest even though it isn't new money. Seeing the transaction date would help directors differentiate truly new gifts from re-booked old gifts.

  • Laurie Lehenbauer
  • Jun 27 2023
Notifications
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  • Rocco Pugliese commented
    July 10, 2023 16:17

    We too agree the weekly Digest email notification misinforms gift officers and it needs improvement. Possible acceptable solutions to consider include adding more context to the prospect giving line item - include actual gift date (donor recognition date) and processed date - or include some boilerplate disclaimer that a gift officer should review Commitments History or Cash Giving History before acting on the information.

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