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Hi y’all,Does anyone have advice on how to note a stock/securities or DAF gift in the CRM? I don’t see it as an option in the Donation Payment Method field. Are folks just selecting "other” and then making a note in the “Payment Description” or “Donation Notes” fields?Thanks so much!
1) Is there consideration for changing the suggested donation amounts when donor selects Monthly over One-Time? Currently the donation suggestions remain the same and I've seen where other entities have much smaller suggested amounts when the donor selects Monthly. (I know they can input their own amount, but is something like this in the works?)2) When will EFT become available in Network for Good? (I'm working on focusing on monthly donations and believe this will only enhance those opportunities)
Just wondering if anyone else is having difficulty with volunteer hours. Every time I create an opportunity and try to add hours to a volunteer for the opportunity it gives me an error that the hours have to be on certain date between certain times, which it is. I end up having to select multi-day to report the volunteer’s hours.
In NFG, I have existing donors where the company they work for have a Match donation program. As an example, Donor “Susan” made a donation of $100 and donation will be acknowledged. The company she works for also made a $100 match donation that should not be acknowledged. Currently I add Susan's donation to NFG selecting “Check” as “Payment Method” and leave “Acknowledged” unchecked. When the Match donation arrives later on, I log back onto Susans account, add another donation and select Payment Method of “Match”. In the “Donation Notes” field, I add a note stating that this is the Match portion of the donation noting the company name etc and that the company sent the additional donation on behalf of employee “Susan”. I then check mark that donation as “Acknowledged” so acknowledgement doesn’t get sent and “Donor Type” field as “Other”. This method eliminates the need to setup a separate account for the company who made the match and also relates the donation and surrounding informatio
When I go to either of these and click through I get a blank screen underBonterra Academy help screen the same thing happens
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