| Item | Notes | Ticket |
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| 1 | Pledge Write-off | Pledge correction batch can write off report to pull out the pledges to write off how do you identify if pledge is due for write off we have pledges set to pending to review. we want the pledge status to be written off but managed package won't do just that approval on pledge to write off - Priscila to check on it. look at write off data.
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| 2 | Process for approval | Opportunity to use DocuSign (maybe next year): | Priscila to confirm: Suitability of them, refer to screenshot What are the typical use cases any document that covers?
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| 3 | Matching Gifts | CG : we have challenged fund - deposit the fund to challenged fun, then we journal them . we haven't done in Jarvis just yet Benevity Priscila walked us through different scenarios Matching gifts where there are time gaps between the payment and matched gifts we talked about HEP feature of AQ we also discussed about challenged fund process (where this is handled through campaign) we discussed process on Benevity giving (touching on DAF) we discussed about consolidated gift process
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