Simplified Gift Processing Chart
- Shelby Lakins
Owned by Shelby Lakins
| Membership Gift Processing Based on Inbound Channel | ||||||||
|---|---|---|---|---|---|---|---|---|
| Online/Daily Sales | ||||||||
| VIP | Altru | Copy | Scan | Print Cards | Scan Cards | File | Documentation to TGO | |
| Altru (Online) | √ (Sync – CRV NO) | X | X | X (Download documentation from Altru alert | √ | √ | √ (File gift docs & letter scans on Altru constituent record) | √ (Upload gift docs+batch sheets to Blanton CRV NO folder in Box) |
| Front Desk (VVS) | √ (Sync – CRV NO) | X | X | Variable (VVS will share documentation – either emailed scans or hard copies in mailbox) | √ | √ | √ (File gift docs & letter scans on Altru constituent record) | √ (Upload gift docs+batch sheets to Blanton CRV NO folder in Box) |
| Back Office Channels | ||||||||
| VIP | Altru | Copy | Scan | Print Cards | Scan Cards | File | Documentation to TGO | |
| B scene (Wireless CC machine) | √ (Manual entry – CRV NO) | √ (Manual entry) | X | √ (Scan settlement slip for TGO; Scan gift docs & attached receipts for Blanton Membership files) | √ | √ | √ (File gift docs & letter scans on Altru constituent record) | √ (Upload gift docs+batch sheets to Blanton CRV NO folder in Box) |
| Frost Lockbox | X | √ (Manual entry) | X | X (Scans already in VIP – download from gift records for Membership files) | √ | √ | √ (File gift docs & letter scans on Altru constituent record) | X |
| Mailed Check | √ (Manual entry – CRV YES) | √ (Manual entry) | √ (One copy for TGO; One copy for Membership files) | √ (Scan Membership copy of check w/blacked out account information for Membership files) | √ | √ | √ (File gift docs & letter scans on Altru constituent record) | √ (Personally deliver checks to TGO, along with batch sheets) |
| Mailed Credit Card | √ (Manual entry – CRV YES) | √ (Manual entry) | X | √ (Black out card info & scan for TGO and for Membership files) | √ | √ | √ (File gift docs & letter scans on Altru constituent record) | √ (Upload to TGO's Gift Documentation folder for credit card transactions in Box) |
| Museum Shop | √ (Manual entry – CRV NO) | √ (Manual entry) | X | √ | √ | √ | √ (File gift docs & letter scans on Altru constituent record) | √ (Upload gift docs+batch sheets to Blanton CRV NO folder in Box) |
| Phone | √ (Manual entry – CRV YES) | √ (Manual entry) | X | √ (Black out card info & scan for TGO and for Membership files) | √ | √ | √ (File gift docs & letter scans on Altru constituent record) | √ (Upload to TGO's Gift Documentation folder for credit card transactions in Box) |
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