Wow, that's pretty cool. Not sure our system can do it but I will check.
Next question, when you run recognition reports based on cash received how would you capture the donor? Would you run the report similar by showing results 98-99% to recognition level to capture the shortfalls?
Tammy M. Cline
Assistant Director, Advancement Services
West Point Association of Graduates
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This is great information, thank you!
This has been the general process we've used at several institutions where I've worked. In some instances, we run a report of all gifts that are within X% of the next gift level.
Michael Halverson, Ed.D. Senior Director of Advancement Services Loyola University Chicago T. 312-915-7283 | C. 320-363-4987 email@example.com | www.luc.edu/advancement
Thanks, Tom! We actually did reach out to the donor and he was unhappy we didn't "satisfy" his commitment so now we are trying to see what others do in cases like this.