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September 2021 Meeting of San Jose Nonprofit User Group: Hard/Soft Credit/ Opportunity Contact Roles

About this event

Join us Monday September 13th at 10am on Zoom as we discuss Hard Credit, Soft Credit and how Opportunity Contact Roles are used!

It is sometimes difficult to know how to setup your org to properly manage Donor Advised Funds, Matching Gifts, and other non-individual forms of giving. It's also important to think through how to provide soft credit to influencers of gifts. During this call we'll learn from each other and explore different ways these situations are handled.

Please see this document for ongoing session notes and previous videos: https://docs.google.com/document/d/1DEUARNuzZ1QNMqcaN3aGHt-FOBbixzN___37j4wc5Ak/edit?usp=sharing

Please go to this channel https://zoom.us/j/834251113 or call 1 669 900 6833, Meeting ID: 834 251 113.

When

Monday, Sep 13
10:00 AM - 11:00 AM (PDT)

Where

Zoom Conference Room: https://zoom.us/j/834251113
N/A N/A, 00000

Group Leader

  • Jay Pecot

    Jay Pecot

    Leader

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