We have county and city council districts that have access to funds that are sometimes donated to our organization. We both want to track that the Money was received from a.) the government entity that piad the check., b.) the election position that stewarded the gift i.e. City Council Seat 5, and c.) the individual holding position at the time of the gift.
The gift will be processed in the record of the enitity that sent the check. i.e. the City. Are affiliations between a different customer record, one for the elected seat and one for the individual the best way to track the connection to the other two?
Does that even make sense?
Should IT people ever be asking Development questions?
would love to hear anything that works well.
Thanks
Dean
Hi Dean,
We currently use affiliations to track these types of individuals/organizations, and have a few gift reports that include this type of creditee and gift initiator. In addition we also use a specific constituency on the individual records based on how we would like to steward them or track their activity (ex. VIP/Influencer). In some cases, say the city mayor, we put a start and end date on the constituency so that when their term is up they no longer qualify with this constituency. On the other hand, we may not put an end date here if we are looking for a long term relationship/interaction with the individual.
I have separate lists with these individuals/organizations that are easy to add to new Plans or invitations/solicitations/newsletters etc.
Hope this helps!
Katy