The CMDI Blog
Featured Posts
Crimson Feature Spotlight: JFC Vetting Tool
As more major gifts flow through JFCs, the need to vet contributions for compliance, especially to ensure donors aren’t exceeding legal limits, has become a significant challenge. To streamline this process, Crimson’s JFC Vetting Tool simplifies donation review by using import matching logic to check if a donor already exists in your database and calculate how much they’ve contributed to a specific fund code.
CrimsonFiler Training In November
While the election might be over, there are still FEC reports to file. The Post-General Report is due on December 5, 2024 and Year-End Reports are due on January 31, 2025.
To help you plan ahead, the Crimson Support Team will offer a CrimsonFiler webinar at 11 a.m. on Wednesday, November 20.
How to Use Email Scheduler to Track 48-Hour Contributions
The 2024 primary season starts at the beginning of March, so the time frame for filing 48-Hour Notices will be starting for many campaigns. These must be filed for donations over $1,000 between 20 days and 48 hours before a primary or general election. Crimson’s Email Scheduler can alert you via a daily email when new reportable donations are entered into Crimson.
Crimson Feature of the Month: Saved & Recent Searches
One of the most useful and flexible features in Crimson is the ability to save searches. This enables you to customize search queries that routinely run and create custom reports. When combined with the Email Scheduler feature, you can automate most searches that are regularly run.