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Ops Insights #018 Gift Processing and Finance
Jenny Kleintop Jenny Kleintop

Ops Insights #018 Gift Processing and Finance

Finance should not dictate how you enter gifts into your fundraising CRM database. Yes, we want a healthy and collaborative relationship with our finance peers, but there are only a few fields in your CRM that need to be dictated by finance. Your fundraising CRM database is for fundraising purposes, not for finance purposes, and in order to be donor-centric, you need your CRM database to be donor-centric.

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