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We have not written off a pledge in the true sense of writing off (i.e. we are not expecting donor to fulfil the pledge)
Pledge correction batch can do write off of a pledge
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. She recommended to do them via task but we want bulk approval as VP won’t approve it one by one. Approvers do have access to Salesforce.
Priscila to demo pledge write off utility next session
let’s look at written off data and see what we got
Partial Write off on Transaction needs to be surfaced
2
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:
Suitability of them, refer to screenshot
What are the typical use cases any document that covers?
3
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)
