On Program Gift Tracking

This page will link out to the various resources that will give you all the information you need to manage and track donations received on program in Salesforce.

Directory of Resources

BEFORE WATCHING VIDEOS, READ INSTRUCTIONS BELOW!

(There have been some updates since the videos were created)

Cash Donations

Particularly important points around non USD cash donations

New opportunity name format: date (US format) + program name + amount in USD

Remember ALWAYS to press ‘Submit Opportunity’ in the top right corner of the page after creating the opportunity

Check Donations

Important points around posting checks to the MA office

New opportunity name format: date (US format) + program name + amount in USD

Remember ALWAYS to press ‘Submit Opportunity’ in the top right corner of the page after creating the opportunity.

Gift in Kind Donations

Important points around the approval process and the need to understand the basis of value

Opportunity name format: date (US format) + program name + amount in USD

Remember ALWAYS to add screenshots of Amazon/the retailer’s pages + links (both needed) if using them as a basis of value

Remember ALWAYS to attach a receipt if that’s the basis of the value

Remember ALWAYS to press ‘Submit Opportunity’ in the top right corner of the page after creating the opportunity

On Program Donation Workflow.pdf