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Regular Contributor
ricmck

Donation from an organization ?

 

Hi. I am using the 1 to 1 model and I have received a donation from an organization.  How should this be entered?  Should the Org be a "contact" ?

 

Or is there a better way to track donations from orgs?  This donation is not from a specific individule so I do not know the best practices to use.

 

Thanks

Rick McKenney

Regular Contributor
sandersen

Re: Donation from an organization ?

I would set the Org on the donation to be the company that made the gift. You can use Opportunity Contact Roles to connect an individual to the donation.

 

Hope that's helpful,

 

Steve