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.
we talked about a true write off vs correction to a pledge.
there are two write off flags on Transaction, “partial writeoff” and “writeoff”
let’s look at written off data and see what we got
Partial Write off on Transaction needs to be surfaced
when we do the pledge write off utility, we need a way to update the pledge status accordingly
2
Process for approval
Opportunity to use DocuSign (maybe next year):
delegate acceptance
documentation that sent for approval
DocuSign is available in Jarvis as a connected App.
Priscila to confirm:
Suitability of them, refer to screenshot
What are the typical use cases any document that covers?
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 (organize workplace giving)
employee can be giving directly to USYD and employer is matching through Benevity (minus admin fee). We don’t know that the gift is going to be matched at the time of giving.
sometimes comes in foreign currency.
they don’t usually have donor details (they only give us amount) and it is a challenge to match
Organization who makes pledge, they do their own fund raising. People make give through Benevity to pay down the pledge the organization the make. Then the organization pay the shortfall of the pledge.
half would be LC to employer with soft credit the platform and to the employee, half would be LC to employee with soft credit to the platform and to the employer
we don’t issue tax receipt to 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 - matching gift potential
on Account there is HEP eligible flag and HEP id which is populated by an Apex job
Benevity Scenarios
Banevity Matching Gift Account - employer give 500 to usd and employer give 500 match to Benevity to give it to USYD
employee give 500 to employer, employer give 1000 to Benevity, and Benevity gives 1000 to USYD
we also discussed about challenged fund process (where this is handled through campaign)
we discussed process on Benevity giving (touching on DAF)
