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Belmont, CA, US
48
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San Francisco, CA, US
51
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Miami, FL, US
68
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Kihei, HI, US
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Whistler, BC, CA
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Reminders
Add deposited checks to YNAB
Start preparing for 2022 tax year now!!!
There’s a pending $1.09 charge from Daymakers on my Discover card. Dispute this charge when it posts
$19.14 left on card as of 1/21

PRC Daily Tasks
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Row
Name
Details
Task Type
Row
Name
Details
Task Type
Review SmartSheet tasks
Daily
true
Enter deposits
Daily
true
Review my Salesforce Tasks
Daily
Add Meta donation from 1/18
Daily
Waiting for feedback from Randi on my draft for Year End Summary
Open until Completed
Create and print all my ack letters to mail out tomorrow.
Open until Completed
5-year analysis: Randi noticed that Michael Hornstein’s $1.3M pledge is included in ElevateSF by close date but not by payment date and don’t know why
Open until Completed
Explain adding Account Soft Credits to Seth for DAFs
Open until Completed
true
Send acknowledgment for Boojee and Art Calfee DAF donation
Open until Completed
Schedule demo with Greater Giving
Open until Completed
Add all attendees to SF - in progress
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
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
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PRC Weekly Tasks
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true
Send Consolidated Revenue reports to Randi on Mondays
true
Prepare for 1:1 meeting with Randi
Send acknowledgement letters on Tuesdays. Leave any letters for >$1K that need Randi’s personalization in her folder then send an email to her that they are ready.
Update the deposit date for all recent Classy donations.
Send Bright Funds and Facebook deposits details to Teresa. Include GAU wording in email responses to her. It will be easier for us to find later.
There are no rows in this table

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