Hi All,
We are prepping some changes to our benefits management and membership with our change in fiscal year coming at the end of August and are curious as to how folks are managing more complex cases of partial decline donor benefits. Specifically when a donor makes one gift that is benefits eligible (personal cash/credit) and another to the same campaign that is not (via a DAF). Like many of you, we have a tremendous number of these transactions thanks to workplace giving and matching gifts processed via Benevity and other DAF processing platforms.
I understand that we could choose to limit which creditee types count towards memberships, but I'd prefer to avoid this route so that the membership level can be used for more complete analysis on overall donor behavior year to year. Has anyone come up with any other ways to tackle these benefit exceptions?
Thanks,
Rob