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  • Prospect and Wealth Point

    Our organization (a k-12 school) is looking into Prospect Point and Wealth Point and we are interested in other organization's experiences with these modules. Does anyone have them? Any feedback would be much appreciated. Thanks, Kerri Opalka Data Coordinator Germantown Academy
  • % of alumni donors

    We are an independent, private K-12 and we exclude lost alumni and alumni who request no solicitations. We do include people who didn't graduate but only if they request that they be considered alums.
    Posted to Independent Schools (Forum) by Kerri Maatallah on 09-22-2005
  • EFT, RE and AFN

    My office, the Development Office, is on RE 7 and the Business Office is on Accounting for Non-Profits 6.42. Does anyone know whether EFT is offered as a module for AFN? If so, can an RE 7 and AFN work together well enough to run an EFT module? I've been having trouble finding info about EFT on the Blackbaud website so any ideas on where I can ...
    Posted to Data Entry (Forum) by Kerri Maatallah on 09-22-2005
  • Constituent Spouse who is a Solicitor

    Sorry for the late response.I use the head of household checkbox too and that works for mailings but I was having trouble w/ split spouses both showing up in tallies and skewing our annual giving percentages (I work at a school so this might not be applicable to everyone) We have current paretns whose records we've had to split b/c one is a ...
    Posted to Data Entry (Forum) by Kerri Maatallah on 09-22-2005
  • Action notes

    We too want to use the notes and attributes on the action tab to track the outcomes of visits, phone calls, etc w/ prospects (that information is in the notes tab now). The problem is, we are having trouble getting those notes to appear on canned Constituent Profile Reports. Does anyone know a way to do that? Kerri Opalka Germantown Academy
    Posted to Data Entry (Forum) by Kerri Maatallah on 04-15-2005
  • Entering Gifts after spouse is deceased

    If both people do not already have their own constituent record, we add the surviving spouse as a constituent, keep the records linked and make sure that s/he is soft credited for his/her deceased spouse's past gifts. This way both of them will come up in searches and queries if we want them to. If you run a lot of gift reports, though, I ...
    Posted to Data Entry (Forum) by Kerri Maatallah on 04-15-2005
  • How do people handle this in the Events module?

    We just got the Events module so I haven't tried this yet but I am planning to use the same query I used to create the mailing list to globally add constituents as event participants. Also regarding adding events--our constituents have spouses who are attached to their record but do no have constituent records of their own. Does anyone know of ...
    Posted to Optional Modules (Forum) by Kerri Maatallah on 04-05-2005
Page 1 of 1 (7 items)