I am trying to gather as much info as possible on this subject.  We are trying to hire a grant writer and need to justify this position.  I'd love to hear what a reasonable expectation of funds brought in from grants might be.  We are a hospital foundation.  Any and all feedback is solicited and ...

Hello all! We are restructuring our office and have recently added an FTE for a grant writer.  We are working on a policy to centralize all grant seeking activities and of course will coordinate the financial requirements with our Acctg Dept to make sure we comply with all financial/reporting requirements.  I would love ...

Patti,  I actually used to run a query on this and use <ask> as the date range.  That way I could change the GL Post Date range each month.  I then exported that query and imported it into Access and ran the report grouped by Batch Number first, then Fund and I sorted by Last Name.  I could sedn the report to our ...

If you do you need to let your finance dept know so they can make a journal entry to change that batch from contribution income to a pledge payment. Since you are connected to Financial Edge your finance person will have the outstanding pledge amount that needs to be reduced. When we have a large batch like that and there is a mistake I will ...

Janice--How large is your staff and your hospital? What Hospital do you work for? Just curious because we're a large Medical center with a very tiny staff. Hillary Murphy Financial Administrator Phoebe Foundation

Not familiar with groundspring but I would add the entire amount and give your acctg folks the info needed to book the bank fees. Your donor gets full credit (if groundspring isn't a non-profit itself). Your acctg dept records the bank fee and it offsets the difference in contribution income. Hillary Murphy Financial Administrator Phoebe ...

OK....First you need to decide if you would actually change a gift from Undesignated (Unrestricted) to Restricted or Temp Restricted. That's your first hurdle. Next the adjustment part isn't hard. It's an accounting issue not a new gift issue. You would make an adjustment of the fund in RE and make your GL adjustment date the date you make ...

It has been VERY helpful. What I would really like to see from Blackbaud (hint hint) is a place on the gift record to check if it has a naming opportunity or signage of any kind attached. From there you can specify whether it's a building, wing, room, plaque, brick, etc... then a place to actually put this in an organized format. I bet the ...

What we recently did for bricks---and some lucky person get's to go back and do this historical updating for all the bricks in our pathway---yuk....is create a paver line 1, paver line 2 and paver line 3 atribute to capture the exact text per line so it can be easily exported to the company who does our brick engraving. We know if it's a paver ...

Ellen....I have tried that in the past and it wasn't a feature. I know it works in Financial Edge batches and I wondered why RE didn't implement it. Maybe I missed the addition! Thanks! I'll try that. Hillary Murphy Financial Administrator Phoebe Foundation