Gift Thank You Process
by Jay Goulart
1. Trustee Pledge
1.1. Gift Officer Note
1.2. Exception?
1.2.1. Yes, Executive Or Major Prospect, HOS/DOD Decides
2. Trustee Gift Arrives
2.1. HOS Note
2.1.1. Board Chair Note
2.2. Gift Officer Note
2.3. Tax receipt year end
3. >$1000 Pledge
3.1. Gift Officer Note
4. $>1000 Gift
4.1. Gift Officer Note
4.2. Board Stewardship
4.3. Tax receipt year end
5. >$2000 Pledge
5.1. Gift Officer Note
6. >$2000 Gift
6.1. HOS Note
6.1.1. Board Chair, Custom