Internal- Gift Agreement INTERNAL - Recognition - Gift Agreement To provide staff team an automated, web-based way to initiate recognition and pledge entries into our database, and output in a spreadsheet if required. Process SummaryOnce the fundraiser completes this Gift Agreement and Recognition form and it is submitted the following steps are required to be completed by the fundraiser. 1. Scan the gift agreement and save to: a) the Fund Agreement folder AND b) the Donor’s Folder on J: AND c) attach it to the NXT record as an Attachment 2. Give the original Gift Agreement to the ControllerDonor Name and/or Organization Name*Who is the gift agreement with? Individual, organization, couple or family? Donor InformationPlease provide any additional contact information not already in RE. ie. email, alternate phone number. Constituent ID Number (if exists in RE)Primary Constituent Record, where gift and recognition should be recorded. Staff LEAD SolicitorEither current or to be added. Total Amount of Gift/PledgeNew funds expected with this agreement and/or past funds received towards this agreement.Gift Designation(If applicable)Pledge Payments Annual Monthly Payment ScheduleThis information is typically on the Fund Agreement/Gift Agreement. Timing (date) and Payment ($ value)Pledge Reminders? Yes No TributeIs this gift in honour or in memory of someone? If yes, please provide name and constituent ID#. Soft CreditDoes this gift need to be soft credited to anyone? If yes, please provide the name/organization and constituent ID# so the relationship can be added and the soft credit applied. RelationshipsLinks to Business, spouse, other family, that should be connected in Raisers Edge. Please provide constituent ID#'s. Please provide who the primary contact will be. Naming Recognition for Plaque (if applicable)Per the donor agreement. (Ie. John & Mary Smith and Penelope Martin-Smith, or Smith Family, or In Honour of John Smith) Size of Donor PlaqueRefer to Policy 7 - Donor Recognition Signing Standard - Appendix C for more details. A - $1M+ M - $500K-$999K B/C - $100K-$499K P - up to $99K Bench No plaque Location of Donor Plaque (be very specific)ie. A.4.123, Waiting Room, Special Care Nursery Department CaringFAMILY/CaringBUSINESSIs this a CaringFAMILY or CaringBUSINESS? CaringFAMILY CaringBUSINESS No Naming Recognition for CaringFAMILY or CaringBUSINESS WallPlease provide specific naming recognition. Also used for CaringBUSINESS glass award. Main Donor Wall - LevelWhere does this new commitment place this donor, at what level, if applicable? ($25K minimum, cumulative gifts). You can find their current listing under Custom Fields/Attributes, Donor Wall - .............. Closing date for Wall levels is gifts processed by Dec 31. Wall updated Jan/Feb annually. Lobby $25,000+ Lobby $50,000+ Lobby $100,000+ Lobby $250.000+ Lobby $500,000+ Lobby $750,000+ Lobby $1,000,000+ Lobby $5,000,000+ Lobby Legacy - Min $1,000, no levels Lobby Memorial - Min $1,000, no levels Lobby In Honour - Min $1,000, no levels Naming Recognition for Main Donor WallSometimes different. (ie. John & Mary Smith) Comments/Notes Preferred Mail for this donor (Solicit Codes)Used to determine direct mail solicitations and stewardship peices. Remove from Solicit List - Pledge (e-news, receives Trees and Annual Report) One Solicitation Annually (e-news, one-time gift, receives Trees) Remove from Solicit List (e-news, No Trees or Appeals, receives Annual Report) No Mail (No e-news, No Trees, No Annual Report) Annual Report (only necessary for one-time gifts, ensures Annual Report in following years) No Lottery (no lottery specific content emails or mail) Email only (prefers only email communication for appeals, e-news and Annual Report) (Email Newsletter please - not a solicit code, but initiates the process to add them) CMHF Staff Member/Volunteer NamePerson filling out this form! Next Steps:Once you click submit on this form you will receive a thank you prompt to indicate your submission was successful. An email will automatically be sent to the following people; Data Management & Operations Support (Cherylynn), Annual Program (Ines), Controller (Karen) and Data Entry (Terry) in order to alert them that a Gift Agreement has been received and they will follow their process.