Adding Donations

CAC has two opportunity record types for membership donations:

Donation - Donations of money (almost all by individuals).

Matching Gift - Donations from a company, spurred by an individual's donation.

Automated Donations

Most donations are automatically processing and tracked through the integration with Salsa Labs. Anything that is coming through email, social media, website will flow right into salesforce and nothing needs to be done. The donor will be thanked automatically.

See Salsa's transactions tab and more information on Salsa's tutorial

Manually Adding Donations

Some donations need to be process manually still. These include physical checks, donor-advised fund gifts/checks, stock gifts, workplace gifts, and 3rd party portal gifts.

Checks mostly come in December-January and April-May after the mailers gets sent.

Donor-advised fund gifts -- usually come as checks that look like foundation money or from a grant but usually below $10k

Stock gifts - ask Eric every quarter if we got stock gifts

Workplace gifts

3rd party Portal Gifts - see report

Processing Check & Going to the Bank

1. Organize checks (membership vs. business/grants vs. invoices)

2. Photo copy everything & create packet for Steve Ross. Put aside still step #6.

3. Endorse checks with stamp that it's a CAC check for deposit

4. Write Deposit Slip out for ALL checks. Ask Steve for help if necessary

5. Go to Bank and deposit money checks

6. Staple bank slip to photocopy packet of copied material, put in Steve Ross's mailbox

7. File statement and grant papers away in cabinet