Copy of 2023-11-21 AQ Consultation Session 6

Pledge Write-off

• Pledge correction batch can write off

• 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.

• look at write off data.

Process for approval

Opportunity to use DocuSign (maybe next year):

• delegate acceptance

• documentation that sent to

• DocuSign is available in Jarvis as a connected App.

• 

Priscila to confirm:

1. Suitability of them, refer to screenshot

2. What are the typical use cases any document that covers?

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

• 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

  • we also discussed about challenged fund process (where this is handled through campaign)

  • we discussed process on Benevity giving (touching on DAF)

  • we discussed about consolidated gift process