Content Comparison

Pledge Write-off

• We have not written off a pledge in the true sense of writing off (i.e. we are not expecting donor to fulfil the pledge)

• Pledge correction batch can do write off of a pledge

• 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. She recommended to do them via task but we want bulk approval as VP won’t approve it one by one. Approvers do have access to Salesforce.

•  Priscila to demo pledge write off utility next session
•  let’s look at written off data and see what we got
•  Partial Write off on Transaction needs to be surfaced

Process for approval

Opportunity to use DocuSign (maybe next year):

• delegate acceptance

• documentation that sent tofor approval

• DocuSign is available in Jarvis as a connected App.

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Priscila to confirm:

1. Suitability of them, refer to screenshot

2. What are the typical use cases any document that covers?

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