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Best practices--gifts brought in by Board members

Former Member
Former Member $organization

Hi everyone, 

Just wanted to pick your brains on this--what do you think are the most effective ways to track gifts that board members have acted as an initator for?

Thanks!

 

-Michael

Parents
  • $organization

    Hi Michael, 

    Adding the Board member as a worker is a great method. I've also found that soft-crediting the Board member during gift entry has been helpful as well. You might even be able to work with your Systems Admin and create a custom creditee type for these kind of gifts. 

     

    Thank you!

    Tele

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  • $organization

    Hi Michael, 

    Adding the Board member as a worker is a great method. I've also found that soft-crediting the Board member during gift entry has been helpful as well. You might even be able to work with your Systems Admin and create a custom creditee type for these kind of gifts. 

     

    Thank you!

    Tele

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