One of the struggles we have had for years is managing organization records with both headquarters and subsidiaries in the system, especially when gifts have been received from various entities within the overall organization - headquarters, subsidiary, foundation, etc.
Does anyone have a good set of best practices on how to manage these types of records? A few of the questions we are trying to work out are:
- Do we attach all employees to the headquarters (esp. if a matching gift company) or do we add the subsidiary as the employment if that is where they work?
- How do the gift officer assignments work? Should they be attached to just the headquarters or just to specific subsidiaries, or all of them?
- How do you handle mergers and acquisitions? And, any ideas on how to keep up with them?
Unfortunately, we do not have the capability to group multiple entities into one prospect, but we can show the relationship.
I recognize I have quite a few questions, but would just be interested in hearing any input in ways you all have been successful in managing these types of records.
Thank you!
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Colleen Deal
Appalachian State University
dealcf@appstate.edu------------------------------