Best Of
๐ March Madness: Meet the Top 10 ๐
Congratulations to @LisaDiehl, @EmilyBuck, @janisholloway, @RachelTripp, @MishelleBeith, @NikkiHilchey, @MeghanDoyle, @MelissaSiewert, @JodiBeers, and @JacquieHunt for being on March Top 10 leaderboard!
As a token of our appreciation, each of you will be entered into a draw for a special surprise. Stay tuned to see who the lucky winner will be! ๐โจ
Curious about how you can climb the ranks and join the leaderboard next month? Check out thisย post!
-Gretta, Compass Intern
Cryptocurrency Donations
Hello! Does anyone take Cryptocurrency donations? We recently received our first one through Engiven and I'm just wondering what the process for the audit was like. Also, We did not treat this gift like a gift of stock, it was entered like a normal ACH gift. However, we were not sure how to enter it and account for the value and the gift amount so we did a journal entry.
Thanks!
Re: Note keeping across staff
Hey Megan -
Notes and/or Tasks are a great option for this. They can be attached to any sort of record, so you might attach them to Profiles, or even within the 'Donor' or 'Grantee' designations within Profiles. They can also be attached to Donations or Grants so they are very versatile. We see many organizations create 'Task Types' such as Meeting, Phone Call, Site Visit, etc... These are great if you want to track or measure 'touch points' with certain Donors or Organizations, as they can be reported on.
Here's a link to an Overview of how Tasks can be configured! https://support.foundant.com/hc/en-us/articles/5298806575895-Notes-and-Tasks-Overview
If your staff takes lots of handwritten notes or gathers hardcopy materials, you can always scan and attach those to records as well. https://support.foundant.com/hc/en-us/articles/4404655959319-Files