Welcome to Forums Sign in | Join | Help | Forums
in Search


Raiser's Edge & Financial Edge--Appeals vs. Funds

Last post 03-10-2008 2:37 PM by Katie Kupiecki. 1 replies.
Page 1 of 1 (2 items)
Sort Posts: Previous Next
  • 03-07-2008 12:09 PM

    • April Archambault
    • Not Ranked
    • Posts 14
    • Organization: Assiniboine Community College
    • Products:  The Financial Edge, The Raiser's Edge

    Raiser's Edge & Financial Edge--Appeals vs. Funds

    Hello,

    I'm really hoping that I can start a discussion and find some other organizations that are using the same software as we are.  I work for the foundation of a Community College, and we currently have the Raiser's Edge as well as the Financial Edge (which is operated by our finance department).  We do have them integrated, but there are a few things that aren't clear to us. I'll try to include an example here: (this is what we would like to have it set up as)

    Campaign: Manitoba Institute of Culinary Arts

    Fund: Teaching Kitchen

    Appeal: Gala Dinner (all proceeds to the Teaching kitchen)

    Currently, it seems that in order to be recorded properly in the G/L in Financial Edge, it has to be recorded as its own fund, when really it should be an appeal (the ask, the how), which is then designated to the teaching kitchen fund.  We also want it to be an appeal so we can use the Attributes/Expenses for the event. (We do not have the events optional module).

    I'm very sure that we MUST be missing some vital information, as this must be something that many organizations want to do.  We would very much appreciate any input or direction any of you could lend us.

    Thank you!!

    April Archambault, Assiniboine Community College, Brandon, Manitoba Canada.

    April Archambault
    Donor Relations
    Assiniboine Community College Foundation
    Filed under: ,
  • 03-10-2008 2:37 PM In reply to

    • Katie Kupiecki
    • Top 150 Contributor
    • User Since: 2001
    • Posts 67
    • Organization: Borgess Foundation
    • Products:  The Raiser's Edge

    Re: Raiser's Edge & Financial Edge--Appeals vs. Funds

    We recently purchased FE and they had us put are appeals in at Transaction Codes (T-Codes).  Since we are new, I can't tell you the pros and cons yet.

    Katie
    Borgess Foundation
Page 1 of 1 (2 items)