Good morning,
I work at a local United Way who like many United Ways are diversifying their revenue to become less dependent on workplace giving and create a more traditional model of fundraising including a more robust individual giving. Our finance team, which serves as our "advancement services team" is full of great people who have worked here for decades, and only in the traditional United Way model. I have come across situations where gifts from foundations on behalf of an individual are being hard credited on the individual account with no reference to the foundation and similar instances about crediting as just an example of the issues. I am not an advancement professional but over my 20+ years in fundraising, I have spent time working in dev ops, specifically with acknowledgements. There is currently no CDO or CFO and I have the most experience out of the team and was given permission to start fixing what I can. I am trying to figure out where to begin with my colleagues in finance to start. Any suggestions?
Thanks in advance for your help.
Jennifer Barton
Senior Manager, Donor Engagement
United Way of the National Capital Area
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Jennifer Barton
United Way of the National Capital Area
jbarton@uwnca.org------------------------------