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Best Practices For Managing Solicitors and Their Portfolios?
Hello,
My organization uses a team of representatives to solicit donations, both of cash and GIK. I was wondering if anyone had any advice on best practices to use within RE to track and report on solicitors in this situation? Each rep has a portfolio of donors, and each donor in a portfolio has a portfolio donor attribute on their constituent record to differentiate them as such.
In order to avoid soft credit issues, as well as incorrectly credited gift issues, I was thinking of the following as best practices:
-No gifts credited to reps unless the donor is on their portfolio.
-When setting up portfolios, reps indicate donor's preferred giving "vehicle", i.e. if they prefer to give through a foundation, business, or another organization. This is so we can assign those constituents properly and ensure soft credit is applied appropriately.
-Only one assigned solicitor per constituent record.
Has anyone had experience with this in RE before? I want to make sure that when I query on a rep's portfolio donors that the gifts are appropriately credited. We've had an issue with this recently and I'm trying to find ways to make sure we get accurate data.
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