Recognition Using Participation
The Participant column found in a donor's Donor Summary is updated when the Acquired By field is populated on a receipt transaction record.
This might be due to:
- a Third Party event when the Acquired By identifies the host organization or individual,
- an event participant who gathers donations as part of the event for the charity
- a matching gift where the company gives and the employee is identified as the Acquired by
- a gift through a community foundation where they facilitated the gift from a DAF or donor-advised fund
- capital campaign individuals or teams who acquired a gift
- fund development officer who wants credit for acquiring donations
@EASE has added the capability to assign a Quality to the Acquisition number to make reporting and accumulating donations easier than ever.
Remember to save the document in your EaseKMS under Instructions!