We are trying to benchmark procedures when non-development staff process contributions through the contribution editor and use memberships.
We have had issues communicating to our accounting department information on what campaign and fund a gift should be applied to as well as how the membership should be applied.
If you could share a procedure or a form that is submitted by development with the contribution that would be most excellent.
You're wonderful!
Hi Kristina,
We utilize an Excel form (which we call a "transmittal) to submit any gifts over $1,000, requiring a soft credit, or any special instructions, to be completed and submitted to the gift entry representative so that she knows how a gift should be processed. We also keep an electronic signed and scanned PDF version for providing to our auditors at the end of the year (and for quick access internally).
Though this form is pretty specific to our business practices, you may find it helpful.
Good luck!
Amber