Some of our matching gifts criteria is based on the charity's NTEE code, specifically for health-related charities. Currently the monthly transaction report does not include the charity's NTEE code, so when we conduct our review we've had to create a separate tableau report to make sure that only the charities with the proper NTEE codes are being matched. We're recommending that the charity's NTEE code be included in the regular monthly transaction report to make our monthly review and approval more efficient.
| Client Name | New York Life |
| Employee Name | Michael Burke |