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  • Custom pledge cards

    Jennifer, on the "other" forum I attached a sample of the custom reminder I created in Word. This is the thread where the attachments are located: http://reusers.server-planet.com/re-optional-modules/753-reminders-mail-module.html  Michael J. Sherman Donor Services Manager The Boys & Girls Clubs of Tampa Bay 1307 N. MacDill ...
    Posted to Export/Mail/Reports (Forum) by Michael Sherman on 11-01-2006
  • How Often Do You Send Pledge Reminders

    I send them out monthly for the next month which picks up monthly, quarterly, annual, etc. Usually, I will run them on the 15th or, if the days have been quite hectic like this month, I hope to mail them today. Michael J. Sherman Donor Services Manager The Boys & Girls Clubs of Tampa Bay 1307 N. MacDill Avenue Tampa, FL ...
    Posted to Export/Mail/Reports (Forum) by Michael Sherman on 10-19-2006
  • Reserving a block of seats for a participant (EVENT MODULE)

    We have a lot of corporations and individuals that buy tables and usually we never get the names of their guests. I just assign John Smith to that table 10 times. If and when we get his guests names we will make them a guest of Mr. Smith. Michael J. Sherman Donor Services Manager The Boys & Girls Clubs of Tampa Bay 1307 N. MacDill ...
    Posted to Optional Modules (Forum) by Michael Sherman on 10-04-2006
  • Verbal Pledges

    We use to track verbal pledges, too. Until I found out that most of these ''verbal'' pledges were fantasy figments of C-level managers. Now if it isn't in writing I don't want to know about them. Burned too many times. Michael J. Sherman Donor Services Manager The Boys & Girls Clubs of Tampa Bay 1307 N. MacDill Avenue Tampa, FL ...
    Posted to Data Entry (Forum) by Michael Sherman on 09-25-2006
  • Donor Advised

    Manually. I leave the *Organization Name* as the placeholder for the actual name. Michael J. Sherman Donor Services Manager The Boys & Girls Clubs of Tampa Bay 1307 N. MacDill Avenue Tampa, FL 33607 813.769-7533 [Email Removed] [i]--- Edited at 9/15/2006 10:47:11 AM by Michael Sherman[/i]
    Posted to Data Entry (Forum) by Michael Sherman on 09-15-2006
  • Donor Advised

    Since the Community Funds in our area state in the letter accompaning the check that if we thank the donor we must say that they have already been receipted for the gift this is the body of the letter I use: We greatly appreciate your request to ยซOrganization_Nameยป that a gift of ยซAmountยป be made to the Boys & Girls Clubs of Tampa Bay for the ...
    Posted to Data Entry (Forum) by Michael Sherman on 09-15-2006
  • Off-Site Data Back-up

    This is what I put together for our Disaster Recovery Manual: Disaster Recovery Tape Backup Rotation One of the most commonly used tape rotation schemes is called GFS (Grandfather-Father-Son.) This scheme uses three sets of tapes for daily, weekly and monthly backup sets. To execute the Grandfather-Father-Son rotation scheme, we will need ...
    Posted to The Raiser's Edge (Forum) by Michael Sherman on 09-13-2006
  • Policies & Procedures

    There are several on BB's website: http://www.blackbaud.com/support/forums/reclientdocs.aspx  Michael J. Sherman Donor Services Manager The Boys & Girls Clubs of Tampa Bay 1307 N. MacDill Avenue Tampa, FL 33607 813.769-7533 [Email Removed]
    Posted to Data Entry (Forum) by Michael Sherman on 08-28-2006
  • Gift Adjustment for fund

    Helen, was it a split-gift? When you go to Gift/Adjustment check the tab for Split-Gifts. Michael J. Sherman Donor Services Manager The Boys & Girls Clubs of Tampa Bay 1307 N. MacDill Avenue Tampa, FL 33607 813.769-7533 [Email Removed]
    Posted to Data Entry (Forum) by Michael Sherman on 08-18-2006
  • Gift Entry for Gifts via Donor Advisors

    Like Melissa, we also set up a constituent record for each fund for all the reasons she mentioned. Another benefit of doing it this way is that the Community Funds we have locally instruct us how to recognize each gift. Which is usually something like: The Joseph and Helen Rothberg Family Fund within the Community Foundation of Greater Sun City ...
    Posted to Data Entry (Forum) by Michael Sherman on 08-16-2006
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