Hello all, We (Planned Parenthood) are in the final stages of migrating our fundraising CRM to Salesforce NGOC and I want to begin to explore the best ways to capture information from third party aggregators (ie Workplace Giving, Matching Gifts, Donor Advised Funds etc). We are looking for the best ways to capture all three datapoints on a single gift (ie TPA, Donor Name, Employer Name). To complicate it further, we want to see how much each donors gift was and, ideally, create an employment relationship. All of the information comes in a spreadsheet (which we can standardize/clean up before import) but the actual layout of fields is where we are stuck. Our volume of donor names in each check is very high (thousands). Does anyone have best practices or want to brainstorm together? I would be happy to buy you a drink or return a database favor in return!
Website | Facebook | Twitter | Photo Gallery
People. Planet. Employment.