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What Date?

Last post 09-18-2009 12:25 PM by Tracie Cassidy. 2 replies.
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  • 09-18-2009 6:48 AM

    • Anbu
    • Top 50 Contributor
    • User Since: 2006
    • Posts 129
    • Organization: Ataxia UK
    • Products:  The Raiser's Edge

    What Date?

    Hello there, 

     Hope someone can help me on this. What date do you count on when you run gift report queries, is it Gift Date/ Date Added/ NL Post ? 

    Cheers! 

    Regards
    Anbu
  • 09-18-2009 11:16 AM In reply to

    • JoAnn Strommen
    • Top 10 Contributor
    • User Since: 2006
    • Posts 1,260
    • Organization: Rapid City YMCA
    • Products:  The Raiser's Edge

    Re: What Date?

    Anbu,

    This may vary from user to user depending on the info you want in the report and/or your procedures for gift entry.

    Ours reports are run using 'gift date.' For us this 99.9% the same as GL post date.  So if exec ask for $ for the month I would run it based on gift date.  Our gift date is the date $ was deposited into appropriate account by finance office.  For other orgs, gift date may be date money received in mail or something else. 

    I think you need to look at what you expect gift report to represent, how you enter gifts and then stay consistent report to report so you don't end up double reporting or missing gifts.

    JoAnn Strommen
    YMCA of Rapid City
    Rapid City, SD
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  • 09-18-2009 12:25 PM In reply to

    • Tracie Cassidy
    • Top 10 Contributor
    • User Since: 2002
    • Posts 655
    • Organization: Children's Hospital Foundation
    • Products:  The Raiser's Edge

    Re: What Date?

    We use Gift Date, except for calendar yearend, when we also look at Receipt Date.

    Tracie J. Cassidy
    Database Coordinator
    Seattle Children's Hospital Foundation
    Seattle, WA
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