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#2163552 - 02/07/18 09:15 PM CRA Donation Worksheet or Checklist
Heather301, CRCM Offline
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Joined: Nov 2006
Posts: 105
Does anyone have a CRA Donation Worksheet or Checklist they would be willing to share? I need something to give to the marketing department to identify which organizations will qualify before they commit to the donation. I could develop one but thought if some of you already have one that the examiners liked it would save me some time. I am currently working on a CRA scrub of the LAR as well as trying to verify all CD loans prior to submission (as I know all of you are probably tied up with as well) so if you can help me out it would be greatly appreciated! Thanks!
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#2163555 - 02/07/18 09:24 PM Re: CRA Donation Worksheet or Checklist Heather301, CRCM
CRAzy_lady Offline
Member
Joined: Dec 2012
Posts: 56
I sent you a pm.

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#2163556 - 02/07/18 09:28 PM Re: CRA Donation Worksheet or Checklist Heather301, CRCM
Sinatra Fan Offline
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Sinatra Fan
Joined: Jul 2002
Posts: 5,568
New Jersey
Also, check this in the BOL Tools section.
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Management is doing things right; leadership is doing the right things. Peter Drucker

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#2163561 - 02/07/18 09:36 PM Re: CRA Donation Worksheet or Checklist Sinatra Fan
Heather301, CRCM Offline
100 Club
Joined: Nov 2006
Posts: 105
Yes, I have the flow chart in the tools section. Thank you both for your replies!
_________________________
Live simply, Love generously, Care deeply, Speak kindly, Leave the rest to God.....

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#2163667 - 02/08/18 05:45 PM Re: CRA Donation Worksheet or Checklist Heather301, CRCM
RR Jen Offline
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RR Jen
Joined: May 2003
Posts: 3,760
Running and riding everywhere ...
We use kadince to track CRA donations and it's amazing, you should check it out! I never want to go back to the day of logging hours in excel.

www.kadince.com
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I don't need any more negativity in my life...be positive and helpful people or I will kick you in the shins!!!

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#2163676 - 02/08/18 06:09 PM Re: CRA Donation Worksheet or Checklist Heather301, CRCM
Tennismom Offline
Platinum Poster
Tennismom
Joined: Jan 2004
Posts: 778
RRJEN...Could you share the cost of kadince or pm me, thanks.

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#2163856 - 02/09/18 03:29 PM Re: CRA Donation Worksheet or Checklist Heather301, CRCM
RR Jen Offline
Power Poster
RR Jen
Joined: May 2003
Posts: 3,760
Running and riding everywhere ...
I will send a message!
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I don't need any more negativity in my life...be positive and helpful people or I will kick you in the shins!!!

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#2228411 - 01/07/20 07:08 PM Re: CRA Donation Worksheet or Checklist RR Jen
S Oz Offline
New Poster
Joined: Jan 2019
Posts: 2
Hi, would you be able to PM me the cost of Kadince? smile

Thank you!

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