Shared Client Documents: Letters, Forms, etc.

Forms for Recurring Giving

Aime Mitchell — Mon, 09 Nov 2009 19:16:12 GMT

My organization is starting a new online giving program and I am trying to design our online pages for signing up for this - does anyone currently use this and have any links to their webpage that they would share? We are offering both credit card and electronic funds transfer.

Creation of a cultivation card for use by board members

Susan Raymer — Thu, 27 Aug 2009 19:44:56 GMT

Has anyone created a cultivation form or card (hardcopy) that board members and other non-RE users can utilize to submit new constituents including classifications such as sponsor, donor, invitee, etc. I know I can make something from scratch but if someone has a successful example that they would be willing to share it would be a great help. I am a bit overloaded at the moment with setup. We are new to RE.

Memorial/Tribute letter

Yasina Raghavji — Mon, 26 Jan 2009 18:23:52 GMT

I am trying to do a memorial letter for multiple donors to the same memorial fund. I can get the letter to work when I only have one donor but it does not work fo rmultiple donors, What should I do to ensure that we only send one letter to the person with multiple names of various donor to the same memorial fund. Thanks.

Yasina

Sample Pledge Reminder Form

Tracie Cassidy — Mon, 17 Nov 2008 18:51:57 GMT

I searched the client docs & only found 2 examples. I've also searched Blackbus, FundSvcs & Support Advancement. If anyone else is willing to share their pledge reminder, I'd appreciate it. I'm particularly interested in other Hospital Foundations; especially Woodmark hospitals!

Thanks so much,

Outlook/RE integration

Douglas Clinton — Fri, 01 Aug 2008 19:52:50 GMT

Previously shared by Tina Arnoldi of Coastal Community Foundation of South Carolina on May 9, 2008.

Business Rules for Addressees/Salutations

Douglas Clinton — Fri, 01 Aug 2008 19:14:21 GMT

Previously shared by Jane Haslem of Cincinnati Hills Christian Academy on May 17, 2008.

Manage your Volunteer Program

Douglas Clinton — Fri, 01 Aug 2008 19:09:38 GMT

Previously shared by Rachelle Davidson of Vancouver Aquarium on June 19, 2008.

Courtesy Stock Receipt Document

Katie Infinger — Mon, 18 Feb 2008 13:03:33 GMT

Previously shared by Public Radio International on September 27, 2006

Organization Addition/Correction Form

Katie Infinger — Wed, 12 Mar 2008 01:14:39 GMT

Organization Addition/Correction Form
Shared by Centenary College on August 8, 2006

Individual Addition/Correction Form

Katie Infinger — Wed, 12 Mar 2008 01:10:26 GMT

Previously shared by Centenary College on August 8, 2006

YMCA Pledge Form Documents

Katie Infinger — Wed, 12 Mar 2008 01:00:48 GMT

Three Per Page Pledge Reminders
Shared by YMCA of Tacoma-Pierce County on March 1, 2006

Pledge Reminder Form

Katie Infinger — Wed, 12 Mar 2008 00:59:31 GMT

Previously shared by The Valley Hospital Foundation on April 25, 2006

Gift In-Kind Donation Form

Katie Infinger — Wed, 12 Mar 2008 00:57:15 GMT

Previously shared by National Museum of Women in the Arts on March 1, 2005

In-Kind Donation Form Document

Katie Infinger — Wed, 12 Mar 2008 00:55:29 GMT

Previously shared by Annunciation Greek Orthodox Cathedral on April 11, 2006

Stock Acknowledgement Letter Document

Katie Infinger — Wed, 12 Mar 2008 00:52:39 GMT

Previously shared by New Hampshire Charitable Foundation on September 5, 2006

Stock Donor Acknowledgement Letter

Katie Infinger — Wed, 12 Mar 2008 00:50:45 GMT

Previously shared by Children's Healthcare of Atlanta on September 11, 2006

Interview Questionnaire Document

Katie Infinger — Mon, 18 Feb 2008 13:10:05 GMT

Previously shared by Edmonton Humane Society on September 13, 2007

Staff Training Survey Document

Katie Infinger — Mon, 18 Feb 2008 13:09:13 GMT

Previously shared by Maine Community Foundation on November 15, 2007

Phonathon Form Document

Katie Infinger — Mon, 18 Feb 2008 13:08:02 GMT

Previously shared by American International College on June 25, 2007

Pledge Reminder Document

Katie Infinger — Mon, 18 Feb 2008 13:07:11 GMT

Previously shared by Tidewater Community College on June 18, 2007

Gift In-Kind Donation Form Document

Katie Infinger — Mon, 18 Feb 2008 13:06:24 GMT

Previoulsy shared by Tidewater Community College on June 18, 2007

Regular Joe Monthly Giving Acknowledgement Letter Document

Katie Infinger — Mon, 18 Feb 2008 13:04:21 GMT

Previously shared by St. Joseph's Health Care Foundation on September 12, 2006

3-Part Receipts Document

Katie Infinger — Mon, 18 Feb 2008 13:02:41 GMT

Previously shared by Tidewater Community College on June 18, 2007

Prospect Profile Document

Katie Infinger — Mon, 18 Feb 2008 13:00:33 GMT

Previusly shared by Spring Hill College on May 22, 2007