Review SmartSheet tasks
Daily
Review my Salesforce Tasks
Daily
Explain adding Account Soft Credits to Seth for DAFs
Open until Completed
Create a list of pros and cons for close/donation/deposit dates. Best practices and what gets impacted. Separate meeting.
Open until Completed
Schedule meeting with Teresa from Finance about donation process when she’s out of the office.
From Randi,
Marjorie: please do still connect with Teresa at a time that’s convenient to ensure there’s a process in place for another Finance staff member to cover this responsibility (and be trained / have documentation) when she’s out of the office. Thanks!
Open until Completed
Emailed Randi about Merredith Treaster: Her board giving number in SF doesn’t match spreadsheet
Open until Completed