Evaluate your organization’s current practices by completing these 3 steps in your FastFund environment:
- Audit Your Codes: Navigate to Lists > Codes. Review your active Attributes and Classifications. Look for any redundancies (like two different codes meant for tracking Newsletter preferences) that might need to be cleaned up to ensure consistency.
- Review a Credit Card Gift: Navigate to Transactions > Donations/Receipts. Open a recent donation that was made via credit card. Verify that the Amount and Deductible fields reflect the gross donation size, rather than the net amount deposited in the bank.
- Assess Soft Credits: Navigate to Reports > Donors > Soft Credit Detail. Run the report for the current year to see how effectively your organization is tracking the advocates and solicitors who are bringing in revenue on your behalf.