When running queries or reports select the option to credit Matching gifts to Donor. That way all matching gifts - regardless of the organization that matched them will be credited to the individual. When looking at giving histories we normally select both so we can see who the MG companies are. Elaine Tucker [Email Removed] Texas Lutheran ...

I agree with Trish's assessment. Additionally, if you are looking for more bang for your buck then e-learning is available to all the users of RE, so you can provide training to all your users instead of just those taking the e-line class. If you choose the on-line class just have everyone gather around the pc and listen in. Elaine Elaine ...

If you format your constituency code table in the order that would reflect the primary heirarchy and then run reports based on the table order instead of the "on constituency record" order that would provide you reporting functionality. We have the same problem that our primary cons code is not on the first line for thousands of our ...

We use the gift-attribute-category for things like this. The good part about using the gift attribute, is that you can include that information in your acknowledgment letter. The category would be "in memory of" or "in honor of" and then the description would the the honorees' name. Your acknowledgement letter could then ...

If your institution uses GAAP accounting, and has multi year pledges, how do you track the Net Present Value? Where do you track that information? If you do not how do you get your accounting software to translate the Multi Year Pledge amount into a Net Present Value? Our Development Office is using Raiser's Edge, and our business office is ...

If your institution uses GAAP accounting, and has multi year pledges, how do you track the Net Present Value? Where do you track that information? If you do not how do you get your accounting software to translate the Multi Year Pledge amount into a Net Present Value? Our Development Office is using Raiser's Edge, and our business office is ...

Set up a constituent query, cons code or solicit code = VP and Birthday = next month. Run the list at the end of each month. If you have the queue module, you can set it up to automatically run either labels or a report that includes their phone number - the labels/report would automatically be generated on the last day (or what ever day you ...

is the number higher? I'm thinking that if an adjustment was added to an existing gift then that adjustment may be counted as a new addition so you may be getting two-for one so to speak. Elaine Tucker [Email Removed] Texas Lutheran University

Regarding the prospect/proposal aspect - as part of our procedures we code the spouse record with the exact same proposal information, except we only put in $1 for the ask amount and the status is <spouse>. I check the proposal periodically to make sure that all the codes are there. I wish I had more solutions for the other issues you ...

It's the same weather here in south central Texas. Rain (which we are happy about) since we are primarily agricultural, but I'm already missing the sunshine. Elaine Tucker [Email Removed] Texas Lutheran University