Donor Review of Gift Agreement

 

Overview

Once a gift intake form is submitted, a gift agreement draft is reviewed by approvers. Upon completion of that review, development officers (requestors) receive a workflow step assignment email from Launchpad prompting donor review of the gift agreement for donor approval and signature.  

 

Obtaining Donor Approval

  • After the approver workflow, the requestor (Development Officer) receives a Launchpad Workflow Step Assignment email.
  • Click the Donor review Workflow Step link.
    • Do not make a “yes”/”no” selection for donor approval at this time.
  • Click the Service Request link to open the request and download the gift agreement that the donor will sign off on.
  • From the Attachments section, click the PDF link to download.

 

Processing the Donor Approval (1 of 2)

  • Obtain donor approval of the gift agreement with a wet signature or digital signature using Adobe Acrobat PDF signature feature. You can also obtain a digital signature with Docusign.
    • Contact the Advancement & Partnerships training team for assistance with these digital signature applications.
  • Once the donor has signed the gift agreement, return to the workflow choice step. There are three ways to do this (most efficient step on top):
    1. Reopen the Workflow Step Assignment email (listed above) and click the Donor Review Workflow Step link.
    2. Locate the request from “My Approvals” on the Launchpad homepage
    3. Locate the request from “View My Requests” on the Launchpad homepage

 

Locating Request from My Approvals

  • From Launchpad homepage, click View My Approvals to search for requests.
  • Click on the title to open the request details
  • From the request details, click on the current workflow step in the Donor Review status

 

Processing the Donor Approval (2 of 2)

  • From the workflow choice step, make the appropriate donor approval selection:
  • Select “Yes” and add comments to move the request forward.
  • Select “No” if changes are needed; add comments.

Requests with changes will be routed to Development senior leadership to address donor concerns.

 

Locating Request from View My Requests  

  • From Launchpad homepage, click View My Requests to search for requests.

  • Make search criteria selections to narrow your search:
  1. Filter by status class
  2. Include requests where you are listed as a contact
  3. Include requests created from your account/department
  4. Search by request ID
  • Click on the title to open the request and click on the Donor Review workflow stage link (see this step in My Approvals above).

 

Adding Comments

  • To communicate notes from the donor or to send a message to an approver or other contacts connected to the request, scroll down to the Feed section and click Comment to add comments and notify others.

Read the KB article on comments by a requestor for a complete step-by-step on this process.

 

After Donor Review

Development Officers and Administrative Staff must submit the donor-signed gift agreement to Cobblestone for processing of Advancement & Partnerships leadership review and signatures. 

 

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