TAP-211 Definition of Donor

Approval

Approved	Comments
jessica.wood
AlainGasquet
Yeng Sembrano
albie.roets
Monica Kluegel
<insert>

Reviewed	Comments
beha.parsa	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.
The Ho Trang
Liz Enright
john.humphreys
<insert>

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
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 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).

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

Some sample contacts to check out of 608 records

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

Organisation Contact with Soft Credit on their Account. 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 would be needed to Soft Credit an Organization?

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.

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