This is our first annual fund season using RE7.  I want to generate letters with specific giving levels/amounts requested; however, they are not standard (% or amount over last year's donation).  I can't figure out where to record these 'asks' in RE so I can query based on them and generate reports based on actual results - and generate the letters.  Is it better to put them in appeals, a new attribute, or is there a better way?

Any advice would be greatly appreciated

 Thanks,

Marcie

Marcie,

This was a big issue for us also with our capital campaign.  We had ask amounts but did not have solicitors assigned ahead of time.  If you have solicitors assigned, there's a field in solicitor assignment that may work for you.  It's probably the only way to easily generate reports with ask & result included for comparison.  We couldn't do that route as we didn't have soliciitors for the prospects until much later.

We ended up putting in our appraisal/ask amount in as an attribute.  Does give some query function.  We exported records for merging into letters.  That worked well for us.

We use proposals under the Prospect tab. You can set up a proposal and enter different fields of data, for example, ask amount, expected amount, funded amount (linked during gift entry), letter to use, campaign, solicitor and status. It's nice to then have the data as a historical reference for next year's planning.

Where is the Prospect Tab? I'm not familiar with it and am wondering if it's from a module we don't have.

Thanks!

Jenn

Seattle Parks Foundation

I bet it is an optional module since you don't see it. It's a good module to have if you also do prospect research as it houses financial information about donors too.