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Comments

Based on my conversation with jessica.wood


The contact which receive soft credit need further investigation to understand if they are donor or not.

contact receives a soft credit in different ways:

1- They are like fundraisers they ask their friends to donate. They are not considered as donor in this case.

2- They work for a company and their company donate money. They are not considered as donors.

3- They have a found and they donate through their fund and use the receipt for tax purposes etc, in such a cases as they are the main decision maker they are considered as donor.

to help ASR team to review these records, we can provide the list of the accounts and their types that originating gift comes from. for example for most of households, the related contacts are not donors.
Additional notes, some of the donors cant be identified by Legal and GRC amount, these are the ones that are done by AQ conversion as part of the migration, to identify these ones description field need to be checked.

There is also GRC records that need to be cleaned. needs further analysis and investigation.

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Organisation Accounts Contacts:

Note

  • Organisation Contact awarded with Legal Credit Amount is NOT a Donor (TBC)? - why contacts would be directly linked to an Organisation instead of their household account? Contact should only be directly linked to an organisation if they don’t have their household account (TBC). When creating a batch gift for an Organisation, it is not possilbe to award legal credit. Therefore, these legal credits must have been adjusted at the gift after the batch has been closed (TBC).

Example:

Legal Credit has been given to a duplicate contact record which is linked to the organization instead of the one that is linked to household

...

AQB__DonorAccount__r.Name

AQB__ContactId__c

AQB__ContactId__r.Name

R J & L M McKenzie Pty Limited

0038v0000016zU0AAI

R J McKenzie

Estate of the Late Ellie Grace Smith

0034a000007DK8DAAW

Ellie Grace Smith

iNova Pharmaceuticals (Aust) Pty Ltd

0034a000007if6NAAQ

Sir/ Madam14010

Estate of the Late Kathleen Joan Laurence

0034a000007EGHhAAO

Kathleen Joan Laurence

Estate of the late Arthur Ronald Brown

0034a000007E7RZAA0

Arthur Ronald Brown

Miss Shirley Joan Atkinson

0034a000007EeLgAAK

Shirley Joan Atkinson

Mr Francis Lord

0034a000007G5UvAAK

Gertrude Angel-Lord

Estate Of The Late David Harold Tribe

0034a000007EMaiAAG

David Harold Tribe

Mr David H Tribe

0034a000007EMaiAAG

David Harold Tribe

Jilin Holdings Pty Ltd

0038v0000016rRjAAI

Louise Diamond

Jilin Holdings Pty Ltd

0038v0000016rReAAI

Michael Diamond AM MBE

Estate of the late Francis William Tunney

0034a000007EGp3AAG

Frank W Tunney

Note

  • Organisation Contact with Soft Credit on their Account I think should not be a donor (TBC)?. Wouldn’t it make more sense if we only allow Soft Credit to Household accounts to cascade the credit to an individual? What would be a scenario where it would be needed to Soft Credit an Organization?

Example:

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All 25 records that needs to be checked.

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People who give through their foundation and they donate through their fund and use the receipt for tax purposes etc, in such a cases as they are the main decision maker they are considered as donor.

Estate Accounts: AVE-100

Estate account primarily consist of a solicitor/executor as primary contact and the deceased contact as the secondary contact.

if contact has his own household account, we need to decide whether the contact should be directly linked to its household account or not.

Estate being an organization account, by definition should not give legal credits. It can however give soft credit to a household account.

Clean Up Activities TAP-211

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