Approval
Approved | Comments |
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Reviewed | Comments |
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Based on my conversation with jessica.wood
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. | |
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Household Accounts Contacts:
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Organisation Accounts Contacts:
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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
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AQB__DonorAccount__r.Name | AQB__ContactId__c | AQB__ContactId__r.Name |
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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 |
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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. 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
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