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  • 1.  Gift Processing and Messaging Questions

    Posted 6 days ago

    Hello All,

     

    I would love some ideas on how to better streamline our gift processing and gift alert systems.  My team processes $1,000+ gifts and right now we primarily use email to exchange messages with our Finance team and our Gift Officers team.  We alert either Finance or our Gift Officers of incoming gifts and/or deposited and processed gifts, or those teams reach out to us about incoming gifts.  We also get outside alerts of incoming gifts from different vendors, like Fidelity or Vanguard.  We designated a special inbox for these messages, but our process is still clunky and cumbersome.  Can any other gift processors out there weigh in with their systems and what works for them across multiple departments?  Thanks!

     

    Regards,

    Shelli

     

    Shelli Goldzband

    Manager, Gift Processing and Data Management, Development Operations | National Parks Conservation Association

    sgoldzband@npca.org | npca.org

     



  • 2.  RE: Gift Processing and Messaging Questions

    Posted 6 days ago
    For notification purposes, I prefer a daily or weekly automated gift notification report. This report is generated nightly (or weekly) and goes to all development and finance staff. Others can be included in the distribution list if there's a demonstrated need to know. For instance, several organizations I've worked with automatically generate that report to department heads, listing only those gifts made to funds under their jurisdiction.

    For incoming gifts, your development/finance staff should be required to submit a contact report when they are aware of any gift above $X that may be coming from a third party. This is particularly important for security donations and DAF gifts, where the third party might not disclose the donor.

    I prefer not to use one-off emails for these purposes. They can too often get lost in the shuffle.

    John

    John H. Taylor, Principal
    John H. Taylor Consulting, LLC
    2604 Sevier Street
    Durham, NC     27705

    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987




    Original Message


  • 3.  RE: Gift Processing and Messaging Questions

    Posted 3 days ago

    Shelli,

    I work in a Raiser's Edge shop, and we use Power Automate to send notifications. With Power Automate you can write a flow based on the gift amount or the fundraiser assignment and send an automated email notification or update a SharePoint list.



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    Jeannie Goings
    Pasadena, California
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    Original Message


  • 4.  RE: Gift Processing and Messaging Questions

    Posted 3 days ago
    For Development to notify us of expected incoming gifts, we use a Google form that feeds into a tracking spreadsheet, and has an attachment feature for them to attach any emails or additional gift backup, so we have one place to look for gift details when batching. If we find out through other means from someone else, we submit it ourselves so it's all in one place in our tracker.

    Thanks,
    Amber
    _______________________________________________

    AMBER R. GICHARD

    Senior Director of Fund & Gift Services

    University of Alaska Foundation

    1815 Bragaw St., Suite 206, Anchorage, AK 99508

    Direct: 907.786.1016

    Make a gift online: engage.alaska.edu 

    See the impact of the For Alaska campaign: universityforalaska.com


    UA Employees: Please request donor/gift reports and lists through the Foundation's Information Request Google Form. (To access this form, you need to be logged into your UA Google account.)


    Important UA Foundation Year-End Information
    Holiday Office Closure Dates
    UA Foundation offices will be closed from 12/25/25 (Thursday) through 1/2/26 (Friday).

     

    To Make a Gift
    Staff will be available at both the Anchorage and Fairbanks office locations on Tuesday, December 30, and Wednesday, December 31, from 9:00 a.m. to 4:00 p.m., to accept gifts by appointment only.

    To schedule an appointment during these times,
    please call (907) 786-1953 for Anchorage or (907) 450-8036 for Fairbanks.

     

    You may give online at any time via engage.alaska.edu
    Thank you and happy holidays!








    Original Message


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