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Allocation Management timing of processes

Last post 04-04-2007 10:06 AM by Connie Jones. 0 replies.
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  • 04-04-2007 10:06 AM

    Allocation Management timing of processes

    I am new to Blackbaud and need advice as to how you are timing your allocations. I am using the allocation management module to spread the various pieces of my endowment activity to the various endowment projects. The order that I am recording the activity is as follows: New Gifts, Monthly spending allocation (spending Rate/Endowment Income distribution), Interest and div, gains and losses-Realized and Unrealized, and then any cash withdrawals from the pool. Has anyone had experience with timing issues and would like to share their experience? Thanks in advance for your help. Connie Jones Wesleyan College Dir of Compliance 478-757-5175
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