Online Express Option to Donate on Behalf of Org

Right now when a gift is received through OLX (Online Express) the form does give you the option to make a gift on behalf of an organization, however it will then try to link the constituent based on both the Organization & the Individual, thereby needing additional constituent cleanup depending on how you want the gift recorded. I am told that NXT gives you the option to add the organization gift component to your donation form & it will check to see if the person who submits the form has an existing constituent record and whether the records share a relationship. If no relationship, the form adds one under the relationships on both records. This seems to be a more accurate processing of a gift.

  • Anna Duzeski
  • Apr 19 2022
  • Reviewed: Voting Open
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  • Penny Saruwatari commented
    16 Mar 23:16

    What happens if the name of the Individual just happens to have the same name of another Individual. We do have donors with the same name. Would it be possible for the system to let us know that there is a possible Individual so it allows us to check first?