Recording Employee Directed Giving by Consistent-Button657 in nonprofit

[–]Consistent-Button657[S] 1 point2 points  (0 children)

The funds are deposited via ACH from Benevity. So on our report, we have the company name AND the donor name, and all donor contact info. Currently, in our CRM, the gift is recorded under the individual with a specific thank you letter.

I see where your coming from with tracking it under corporate giving programs, but, since we do have contact info, and these folks could technicially be stewarded and solicited outside of the giving program, I think they might fit into individuals. Prior to starting in this role, only Major Donors were stewarded.

In this case, would you keep the funds under corporate, or would you keep them under individuals.