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Reviewed

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.

  •  Harpreet

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Household Accounts Contacts:

...

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diagramDisplayNameHousehold Account Donor
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diagramNameHousehold Account Donor
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...

Organisation Accounts Contacts:

Note

  • Organisation Contact awarded with Legal Credit Amount is a/ 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 we it would be needed to Soft Credit an Organization?

scenarios:

...

Example:

...

All 25 records that needs to be checked.

Id

Account.Id

Name

0038v000001j096AAA

0014a000007ojYAAAY

David Webb

0038v000001j02PAAQ

0014a000007nkovAAA

Geoff Hay

0034a0000086lxyAAA

0014a000008d8miAAA

Heidi Thomas

0038v000001j1U0AAI

0014a000007ojYAAAY

Lidia Zin

0038v000001j9ulAAA

0014a000007ojYAAAY

Martin Potter

0034a000007DbanAAC

0014a000007nnX4AAI

Mike Covey

0034a000007iePvAAI

0014a000007pA2VAAU

Sir/ Madam11994

0034a000007ieCSAAY

0014a000007nxEdAAI

Aiden Jacks

0038v000001j075AAA

0014a000007ojYAAAY

Karl Zhao

0038v000001jACkAAM

0014a000007nxEdAAI

Spencer Percival

0038v000001j2AzAAI

0014a000007nxEdAAI

Mathew Gault

0034a000007ibk0AAA

0014a000007ph5KAAQ

Rudolf George Herman Prince

0038v000001mqYXAAY

0014a000007ojYAAAY

Leanne Peacock

0038v000001j9Q2AAI

0014a000007omuSAAQ

Dominic Madrigrano

0038v000001qjdgAAA

0014a000007nlXOAAY

Michelle Finegan

0038v000001t4ckAAA

0018v000003zlqaAAA

Matthew Nacard

0038v0000016wIjAAI

0014a000007nxEdAAI

Renee Dimech

0034a000007ieuEAAQ

0014a000007omuSAAQ

Aine Corrigan

0034a000007FIk6AAG

0014a000007pjsTAAQ

Vanessa Dale

0034a0000088MnoAAE

0014a000008eaTnAAI

Jason Masters

0034a000007quoUAAQ

0014a000007pjsTAAQ

Ben Brown

0038v000001iztDAAQ

0014a000007ojYAAAY

Luke Williams

0038v000001jAm1AAE

0014a000007nxEdAAI

Anton Murphy

0038v000001j04uAAA

0014a000007ojYAAAY

Michael Walker

0038v000001izdFAAQ

0014a000007ojYAAAY

henrletta keech

Scenarios:

Matching gift:
org that matched the gift should not get "credit"
the employee who made the gift should get the "credit" for the donation and the matched gift.

Fundraisers:

Fundraisers who ask their friends to donate. They are not considered as donor in this case.

Company Donation:

Contacts who work for a company and their company donate money. They are not considered as donors.

Foundations:

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. One contributor in AQ community says : “We create separate Accounts for the Estates, but set up an Account-to-Account Relationship (Coverer/Coveree) so that all gifts made by the Estate (also an Account Record Type of Household) gives automatic soft credit to the person's Account. The tax receipts go to the Estate, but the Donor's giving totals all sum correctly.” - zendesk post link

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

Peer to Peer Campaign

Some campaigns are organized by one contact who gets soft credited from gifts coming from this campaign but should not be considered as donor

This needs a decision on when do we consider soft credit as donor versus not a donor… Example https://sydneyuni-adv--uat.sandbox.lightning.force.com/lightning/r/AQB__Gift__c/a0s8v000000BSPGAA4/view

Clean Up Activities TAP-211

  • Household Contacts with legal credit should be Donors (i found 20 records to investigate/clean)

  • Household Contacts without legal credit

    1. if it has a soft credit it should be donor (i found 3 records to investigate/clean)

    2. else it should NOT be donor (i found 3,757 records to investigate/clean)

  • Organisation Contacts with legal credit

  • Corporate Contacts with legal credit should/should not be a Donor? (depending on if we count as Donor or Not, there are about 31 records to review)

  • Corporate Contacts without legal credit

    • If it has soft credit it should NOT be a donor (found 25 records to investigate/clean)

    • if no soft credit, it is NOT a donor (found 266 records to investigate/clean)

Update Contact Type as Donor Flow

Based on the definition of Donor, the flow that updates the contact type as donor needs to be updated.

https://sydneyuni-adv--uat.sandbox.lightning.force.com/builder_platform_interaction/flowBuilder.app?flowId=3014a0000000VJrAAM

At the moment, once a gift is created, it will tag the Contact as Donor. Yeng Sembrano is this correct? Do you agree that we should update the flow to check the conditions as per this document before flagging the contact as donor?

...