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Dashboard
Weather
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Partly sunny
Belmont, CA, US
68
64
Partly sunny
San Francisco, CA, US
60
59
Partly cloudy
Miami, FL, US
80
92
Mostly cloudy
Whistler, BC, CA
60
56
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Reminders
PRC Daily Tasks
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Row
Name
Details
Task Type
Review SmartSheet tasks
Daily
Enter deposits
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
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PRC Weekly Tasks
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Row
Name
Send Consolidated Revenue reports to Randi on Mondays
Prepare for 1:1 meeting with Randi
Send acknowledgement letters on Tuesdays.
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.
Update Aftershock revenue report
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