The Donor Is Always Right — Right?
Finally, confirm with the donor how you have coded his record; indicate that it might take a month or two for the new process to be activated; make a note in the file about the call. Thank the donor for bringing this to your attention.
Situation TWO: It’s April 10. The donor calls and says, “I don’t have that tax statement from you, and I need one today for my CPA.”