I was curios if anyone uses the fund relationship in the Relationships tab of RE7?  If your company does use it, how do you use it?  I noticed when I read the user guide it indicates it is to affiliate a fund that the person has established and was wondering if anyone uses it to record just funds that the donor gives to regularly?

 Thanks for any assistance you can provide.

Hi Heather.

We use the Fund relationships on the relationship tab. We use it to see who are advisors, committee members, or fund statement recipients.

Karen

khartt@mainecf.org

We use Fund Relationship for Family members of those named in our Endowed Scholarships ie.  The John Jones Scholarship for painting has its own fund 6999.  Then Mr. Jones and his family would have a Fund relationship(s). we have all our scholarship students send thank yous to any family members attached to the scholarship and this makes it easier

Like Karen, we also use it for fund statement purposes.

I must say, however, that the ability to query on the fund relationship is currently VERY limited.  If you're doing a fund query, you can do much more but if you're doing a constituent query and trying to get the fund relationship information, that's an issue.

I would definitely recommend looking at what you can query before putting a lot of work into building these. 

I think, however, that they are in the process of improving this and we have a Community Foundation web meeting later this month where this will be discussed. So hopefully this will be improved soon!

Gina

gg@nhcf.org

Hi,

We use the fund tab relationship tab as follows:

For every endowment fund we create relationship to the constituent who established that fund. We also create relationship for those donors who contribute to the fund and would like to get a yearly report on the fund status. In addition, to keep everything in the same place, we create relationships to custodians - administrators of the fund. At this time we are exploring the options of creating relationships between funds and students, for scholarships reason.

 We use the fund relationship to notate scholarship reciepeints and scholarship donors.  Works quite slick actually.