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Gift backup in NXT

  • 1.  Gift backup in NXT

    Posted 24 days ago
    Hi friends! We currently save each batch on a shred drive and upload each backup documentation in NXT individually for each gift. This is very time consuming... 

    We are hoping to automate this process and I am curious to know how dos your organization manage gift backup who use NXT, or if anyone is using any automation tool.

    Many thanks,
    Marta

    ------------------------------
    Marta Kostrzewa
    Associate Director of Finance and Budget
    Pratt Institute
    mkostrze@pratt.edu
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  • 2.  RE: Gift backup in NXT

    Posted 24 days ago

    Our organization is mostly remote, so we have our main office open/scan/deposit checks.  We keep all the scans in SharePoint, and I enter any pertinent details those letters may have (donor comments, restrictions, actions required etc) as a "Donation Note" on the notes tab and any pertinent actions in the action tab.

     

    I do not review every scan for these details – our gift processing team will add a gift attribute (i.e. "Letter for notes tab" "donor request" "report required") and I run a daily list of gifts and review these items tagged.

     

    Rose

     

    Semper Fi & America's Fund

    TheFund.org

    Rose Dixon

    Deputy, Development Operations
    Semper Fi & America's Fund

    M: 617-413-9537

    E: rose.dixon@TheFund.org

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