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TAP-211 Definition of Donor

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Approval

Approved

Comments

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Reviewed

Comments

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Household Accounts Contacts:

  • Household Contact awarded with Legal Credit Amount is a Donor (regardless if funds not received, caveat: AQ has issues with GRC for voided written off gifts which still shows legal credit)

  • Household Contact whose Account is awarded a soft credit is a Donor (with or without legal credit award)

  • Household Contact with no legal credit and whose Account does not have any soft credit is NOT a Donor

Corporate Accounts Contacts:

  • Organisation Contact awarded with Legal Credit Amount is a/NOT a Donor? - why these contacts are directly linked to an Organisation instead of their household account?

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

scenarios:

Matching Gift

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

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