Donor tracking and acknwledgements

[Judy PCA]

Does anyone use NetSuite to track donor activities and to generate
acknowledgement letters for tax purposes? Are your donors set up as
customers?

Judy
Positive Coaching Alliance

[Mark Petzold]

Yes.  We do all those things.  The acknowledgement letters go out for every transaction (other than web site) and tax receipts are sent annually in February.  Our donors are customers in NetSuite.

-------------------------------------------------
Mark Petzold
Director of Information Technology
FH Canada

www.PovertyRevolution.org
"It's about thriving communities, not dependancy."

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[Judy PCA]

Were you able to use the existing fields to accomplish this or did you
use customizations? Any tips or best practices that you may be able
to recommend would be most appreciated.

Thank you,

Judy Dillenbeck
Positive Coaching Alliance

On Sep 12, 11:09 pm, Mark Petzold <mark.petz...@fhcanada.org> wrote:
> Yes.  We do all those things.  The acknowledgement letters go out for every
> transaction (other than web site) and tax receipts are sent annually in
> February.  Our donors are customers in NetSuite.
>
> -------------------------------------------------
> Mark Petzold
> Director of Information Technology
> FH Canada
>
> www.PovertyRevolution.org

[David Geilhufe]

We have a lot of NetSuite.org grantees that use NetSuite in this way. You have two general options: (1) Configure it yourself or (2) Use the Do Good Better Fundraising bundle.

We have published a pre-configuration of NetSuite for donor management that is available for free to grantees -- it is unsupported, but we do implement it (for a fee) through both NetSuite professional services and NetSuite.org partners -- talk to your account manager for implementation options.

Folks that configure it themselves generally have very light donor management needs or need a donor management business process that is unique to their organization. The general architecture is:

constituent = customer

individual donor = customer of type individual

household = customer of type company w/ sub-customer(s) of type individual 

donation = cash sale w/ a donation item

pledge = sales order w/ a pledge item

grant funder = customer

grant opportunity = opportunity

active grant = project [track grants after they have been awarded for income/expense & progress reports, etc.]

The donor management implements all this for you, adds custom forms, a few hundred custom fields (privacy preferences, donor type, deceased flag, etc.) and a couple hundred pre-build reports (LYBUNT, SYBUNT, top donors, donors that gave more than $X in past Y months, etc.)

If you want to see a recorded demo of the bundle:

https://netsuitemeeting.webex.com/netsuitemeeting/lsr.php?AT=pb&SP=EC&rID=88221862&rKey=32100ddc96a2089b

If you want to install the bundle:

In your account:

Setup>> install bundle

type "fundraising" into the keyword box and click search.

Select the MOST RECENT RELEASE of the bundle.

We recommend the bundle be installed and tested on a sandbox site or a release preview instance. It should not modify anything in your account and should be easily uninstalled if desired, but read any warning messages carefully... there is a slight chance it might conflict with existing customizations in your NetSuite account.