Things to Consider about GHD Data

Waiting Period

• We recommend to wait a day or two after the event before retrieving and importing your data. The reason for this is things change during GHD and may continue to change a couple days after GHD (refunds, cancelled gifts, etc.)

Thank you expectations

• Your donor will receive a quick transactional thank you from their receipt from Giving Hearts Day, but nothing very personal. 

• To get out some personal thank you’s quickly, if you don’t want to wait the recommended waiting period, you can go in about every hour or so to download your data. DonorDock will ignore the imported data you’ve already entered and allow you to do that throughout the day.

  • Keep in mind, because of refunds and such that you deal with those, should you decide to download your data and import as the day goes on. 

Duplicates

• Donors are not required to use the same account year over year when donating to GHD. Because of this, you may get duplicate records in DonorDock. It’s vital that when we are matching data it’s the correct contact, as we don’t want to make the mistake of misallocating a gift to a record that should have gone elsewhere. 
  

• In order for the GHD data to be imported to a current contact record, the system must be able to do a match in one of the following ways: 

  •  First Name, Last Name, Email 

  •  First Name, Last Name, First line of Address