The gift goes on the legal donor record with soft credit to the spouse / partner. The alum, if not the legal donor, still gets counted for participation purposes.
I am not at a computer but I believe there is an aasp best practices on this.
John
John
John Taylor
919.816.5903
johntaylorconsulting@gmail.com
Big ideas; small keyboard
> On Mar 8, 2019, at 10:13 AM, Bob Doser <
000000402769d054-dmarc-request@listserv.fundsvcs.org> wrote:
>
> Hi All,
>
> We are reviewing best practices in the gift records area. I am seeking thoughts on best practices pertaining to non-alum spouses particularly around record creation. Currently, when we receive a gift from an alum/non-alum couple we are placing the hard credit on the alum regardless of: A) the check signer B) names on the check. Most of our non-alum spouses do not even have records in our database.
>
> Just curious what others are doing, and what is best practice here?
>
> Thanks to all in advance!
>
> Bob Doser
> Senior Associate Director of Analytics & Gift Records
> St. Lawrence University
> 315-229-5323
>