– Creating new donor records
– Daily gift log
– Developing a gift acceptance policy
– Donation form creation
– Donor acknowledgments: automation & documentation
– Donor advised funds
– Endowed funds: setup and reporting
– Establishing checks and balances
– Financial reports and reconciliation
– Fund clean-up and standardization
– Gift back-up and reconciliation
– Gift entry training and SOPs
– Gift modifications, fund transfers & audit reports
– Hard credit vs. soft credit
– Merging, deactivating and repurposing funds
– Partnering with finance and fund administrators
– Reviewing “unsolicited” gifts
– Setting up new funds
– Understanding GL distributions
