Solicitations

When gifts are received, you can note how that gift was generated or requested. For each method of solicitation, you should define a code so that at year's end you can determine the methods that were most successful.

Each solicitation code (examples) is defined on the Solicitation Definition window and stored in the Solicitation Definition table.

When entering a gift, the Solicitor ID column is available to hold the ID Number of the person who solicited that gift. If a personal contact generated a gift, then use a solicitation code designating it as a personal contact and type the ID Number of the person who made the contact in the Solicitor ID column. The Solicitation Code and the Solicitor ID columns should be used together (not one without the other) unless it was a mailing or other method that is not connected with a specific solicitor.