Gift processing is a challenge for many nonprofits. It takes time to enter gifts into your donor database or customer relationship management (CRM) system. It requires each gift type to be coded correctly. Each gift must have the right General Ledger (GL) code applied to it. Tax receipts must be calculated accurately. Then, the fundraising data must be prepared properly for import into your accounting system.<\/p>\n
For nonprofits with a high volume of gifts, a large number of GL codes, stringent tax and auditing compliance needs, and\/or other complicated requirements, processing gifts can become an even bigger hurdle. In such cases, out-of-the box gift processing functionality in many donor databases or CRM systems simply cannot handle the complexities. A customized solution is often the answer.<\/p>\n
Here\u2019s a case in point: Our team at Heller Consulting<\/a> was helping a large Canadian charitable organization implement a new CRM system. As part of the project, the organization had two major gift processing needs:<\/p>\n After ruling out batch gift entry products and other out-of-the-box approaches due to the complexities of the organization\u2019s GL coding and tax receipting requirements, we worked closely with the organization to build a custom solution<\/a> within their new CRM product that meets their unique needs. The solution includes:<\/p>\n The entire solution was designed so the organization can easily make changes to default GL segments, required data entry field options, gift entry workflows, and data exports as the organization evolves.<\/p>\n Based on our work on these types of custom gift processing solutions, we\u2019ve learned some things that can help any nonprofit that\u2019s ready to implement a similar solution. Here are some key tips:<\/p>\n The Heller Consulting team has deep experience and expertise creating customized solutions for nonprofits with complex requirements. If your organization\u2019s technology cannot support your needs out-of-the-box, we can help. Contact us<\/a> to learn more.<\/p>\n\n
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Tips for getting a gift processing solution that meets your organization\u2019s needs<\/strong><\/h3>\n
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Do you need a customized solution to meet your organization\u2019s complex needs?<\/strong><\/h3>\n