---------- >From: "Andrea Powers" <[EMAIL PROTECTED]> >To: "TechRocks Support" <[EMAIL PROTECTED]> >Subject: [support] matching gift >Date: Tue, Jul 24, 2001, 12:12 PM > > How would I track a corporation matching an individuals gift? It is vital to track WHO wrote the check, so the corp gets the payment record. However, there are several places to show that that individual person helped get that money. The employer line on the individual's Bio tab is one, or you can just drop the person's name into the Pay Memo field on the Payment Entry layout, or a combo of above (especially if you have more than one person from a single company). I haven't delved much deeper yet into ebase's possibilities but I know there's more due to the fact the report button from the Payment Entry and View Payments layouts gives a choice of: By Individual/ plus Employer. Any one else use that function? > > Also - what exactly is the Acct. Entity field? See page 16-3 in the How to Use manual and previous messages on this listserv, but essentially is lets you designate between tax deductible (non-lobbying) and non-tax deductible (lobbying) funds within a organization. > > Thanks! > Andrea > > -- Beth Hynes Parks & Trails Council of Minnesota 275 East 4th Street, #642 Saint Paul MN 55101 NEW: [EMAIL PROTECTED] 651-726-2457 ------------------ Reminder to each recipient: To change your list account preferences, go to http://email.sparklist.com/scripts/lyris.pl?enter=support and enter the email address you used to subscribe to the ebase support list:: [email protected] To unsubscribe send a blank email to [EMAIL PROTECTED] --------------------------------------------------------------------- ebase - Relationship Management for Nonprofits, http://www.ebase.org ---------------------------------------------------------------------
