Another design-partner session, again written up with permission. No live data has moved into Beneora for this organization.
The record that started it
A long-standing donor gives through her business card. Her existing system holds one name field, so the receipt, the salutation and the programme credit had all silently used the business name since 2020. Nobody had complained; nobody had checked.
What changed in the model
- Anonymity became a preference on the donor, enforced across donor walls, leaderboards and impact updates rather than per report.
- Household salutation became a required field on the household, because their statements are household-addressed.
- Payer identity was separated from legal donor so business-card giving stops rewriting the relationship.
Honest status
The donor model changes are implemented in the prototype and the duplicate-review flow demonstrates them. Import of their real donor file has not happened.