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Assigned Staff

  • January 22, 2026
  • 1 reply
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We use EA to track our Fundraiser’s success.  Each Fundraiser is an Assigned Staff member.  We use that to track how much a Fundraiser has raised. 

So if I have a Contact that is “owned” by an Assigned Staff member and then another staff member solicits a donation from that “owned” contact, how do I assign that specific contribution to the second Fundraiser (assigned staff)? I want that contribution to be credited to the second Assigned Staff member but want the contact as a whole to stay with the original Assigned Staff member.

Same question just from s different angle.  If I have an unassigned Contact who has given $10,000 this year, and in November, a Fundraiser solicits a $1000 donation, how do I Assign that Contact to an Assigned staff with out having the $10,000 that was historically raised attributed to that Assigned Staff member?


 

Best answer by Becca

With Moves Management Action Plans, you can add a Primary and Secondary Solicitor for a gift. This is helpful for those major gifts when you want to see everyone who is working on the the cultivation plan for that particular gift from a donor. How to: Create and Edit Moves Management Action Plans. This is the only out-of-the-box functionality that I’m aware of for secondary solicitors. 

On a gift-by-gift basis, you may want to consider adding a Contribution Custom Field for Solicitor or Secondary Solicitor so you can report on who worked on each gift. These fields should be able to be pulled into your Contribution Reports and used for searches in Create a List. Overview: Custom Fields

    1 reply

    Becca
    • Becca
    • First Timer
    • Answer
    • January 22, 2026

    With Moves Management Action Plans, you can add a Primary and Secondary Solicitor for a gift. This is helpful for those major gifts when you want to see everyone who is working on the the cultivation plan for that particular gift from a donor. How to: Create and Edit Moves Management Action Plans. This is the only out-of-the-box functionality that I’m aware of for secondary solicitors. 

    On a gift-by-gift basis, you may want to consider adding a Contribution Custom Field for Solicitor or Secondary Solicitor so you can report on who worked on each gift. These fields should be able to be pulled into your Contribution Reports and used for searches in Create a List. Overview: Custom Fields

    Becca Montjoy
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