Gift being made on behalf of a corporation/organization & gift applying towards pledges

Once a gift is made on a standardized form you have the ability to process the gift via Webview which is a capability Online Express did not offer. Unfortunately, if a donor is trying to make a donation on behalf of a corporation or a foundation the system does not allow me to ping/search the organization because it is an individual search tool ONLY. It would be great if we can link the gift to an organization and the system doesn't force us to create the individual constituent profile. For our nonprofit, we don't need to use one of our constituent records (since they're are limited within our contract) on a CEO's assistant just because they are making a contribution using a company credit card using company money. Applying the gift to pledges would be great on the gift management tab as well.

  • Guest
  • Aug 23 2024
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