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  • 1.  Linking a recurring donation to a proposal for credit

    Posted 03-20-2019 01:50 PM
    We enter proposals into Ellucian for our gift planners, and then if a contribution is received in response to the proposal, we link the proposal to the contribution so that our gift planners get credit for sourcing the gift. Today is the first time we've run into a situation where the donor responded positively to a proposal with a monthly recurring donation. Have others come across this, and if so, how were you able to link the proposal to the "full(er) value" of the contribution to give your gift planners true(r) credit, since it's an open-ended gift? We use Ellucian Colleague and Reeher (Blackbaud Fundraiser Performance Mgt). Thanks for your thoughts! -- *Gwen Donev* Director of Advancement Services Gustavus Adolphus College 800 West College Avenue Saint Peter, Minnesota 56082 Email: gwendonev@gustavus.edu Office: 507.933.6515


  • 2.  Re: Linking a recurring donation to a proposal for credit

    Posted 03-20-2019 03:48 PM
    Hi Gwen, I think you can use the Funding Type field to show this. You could add a funding type of Recurring gift. *Rebecca Boughamer*Assistant Vice President, Advancement Services | University of Maryland University College 3501 University Blvd E | Adelphi, MD 20783 Office: 301-985-7561 | Fax: 301-985-7111 | Mobile: 301-892-1277 | rebecca.boughamer@umuc.edu <rboughamer@umuc.edu> UMUC Advancement Services Intake Form <https://docs.google.com/forms/d/e/1FAIpQLScbK2bxhD80G_TWxn-FFjOYHG3j7uZXPL23BEjEoJA5fKn9_Q/viewform?usp=sf_link> UMUC IA Data Request Form <http://goo.gl/forms/eKbIEUBqKF> | UMUC IA Research Request Form <http://goo.gl/forms/dw7EMtguDR> On Wed, Mar 20, 2019 at 3:50 PM Gwen Donev <gwendonev@gustavus.edu> wrote: > We enter proposals into Ellucian for our gift planners, and then if a > contribution is received in response to the proposal, we link the proposal > to the contribution so that our gift planners get credit for sourcing the > gift. Today is the first time we've run into a situation where the donor > responded positively to a proposal with a monthly recurring donation. Have > others come across this, and if so, how were you able to link the proposal > to the "full(er) value" of the contribution to give your gift planners > true(r) credit, since it's an open-ended gift? > > We use Ellucian Colleague and Reeher (Blackbaud Fundraiser Performance > Mgt). > > Thanks for your thoughts! > > -- > *Gwen Donev* > > Director of Advancement Services > > Gustavus Adolphus College > > 800 West College Avenue > > Saint Peter, Minnesota 56082 > > > > Email: gwendonev@gustavus.edu > > Office: 507.933.6515 >