Jan Fischer

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  1. 2 votes

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  2. 117 votes

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  3. 41 votes

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  4. 7 votes

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    2 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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    Jan Fischer commented  · 

    Example: John Jones & Sally Smith comprise a household, and have been donors for ten years, with total gifts of $5,000. John makes a $500 gift that posts to his individual record within the household. The household donation summary shows gifts of $5,500; the Donor Report shows household giving of $5,000. There will be a separate entry for John, and it will show a current first gift date (ie, it appears he is a new donor).

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  5. 77 votes

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  6. 76 votes

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  7. 13 votes

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  8. 173 votes

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    Jan Fischer commented  · 

    Here's some additional info for Valerie and others whose databases are organized with donor households. We've learned that, if you merge the stripe created, 'individual record' into the household, the next time that same donor makes a Stripe gift, Stripe-Csuite will generate another duplicate, individual record. The only way to avoid this is to add the Stripe-created, individual record to an existing household.

    We've also learned the one way to prevent future Stripe-created duplicates (when donors who are part of a household make a first time, Stripe gift) is to create a 'trifecta' within your households, so that every household has 3 'individual' members - ptr/spouse1 + ptr/spouse2 + ptr-spouse1/ptr-spouse2. Something to talk with your CSM about.

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    Jan Fischer commented  · 

    NEW INFO and additional recommendation:
    CSuite's Stripe transaction recording process does not recognize Household profiles; it can only match individual profiles. As a result, if your donor data is organized into households, and you don't have individual profiles created for each household member, Stripe will automatically create a duplicate, even if name, email address and phone match. The more concerning issue is that a large number of these duplicates are not detected by Stripe's duplicate finder. The only way to identify and correct the duplicates is to investigate every Stripe-created profile that doesn't have a legacy code. In December, out of 457 Stripe-generated profiles, we found 229 duplicates created because we did not have individual profiles within our households, and most of the duplicates did not appear on the Stripe duplicates list.

    Recommend Foundant adopt processes to ensure that, if a user’s data will be organized into households, individual profiles for each member (as well as for both household members, together) are created for each household.

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  9. 3 votes

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  10. 29 votes

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  11. 44 votes

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  12. 86 votes

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  13. 11 votes

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  14. 1 vote

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  15. 5 votes

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