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Anonymous vs. Leave Name Intact
Is there a way to set this for each type of report? For example, a particular report I would use to publish donor names I would want to have a name appear as Anonymous, but a particular report I would use for internal viewing only would leave the name intact. Is this possible? Or is it just a global...
Posted to
Forum
by
Nicole McMorrow
on 10-05-2009
Entering United Way Gifts
Hello Friends: We receive a great deal of money from donors who designate their money to our organization through United Way. We get the check in a lump sum, but I do not know how to enter it appropriately in Raiser's Edge. I have the list of donors and their gifts, but there are new people and donors...
Posted to
Forum
by
Mimi Bartley
on 05-22-2009
4/15 Forums Roundup
Here's a list of unanswered posts from the past week: Thanking/Receipting Anonymous gifts Evaluating and Consolidating Fundraising Appeals Testing the Backup - How often? Assigned Solicitors vs. Proposal/Action solicitors Code for soliciting once a year? How to Track Volunteer Solicitors' Actions...
Posted to
Weblog
by
Douglas Clinton
on 04-15-2009
4/10 Forums Roundup
Last night, the 25,000th post was added to The Raiser's Edge forum! The milestone post was by Judi Wuebker at the Center for Bioethical Reform in Lake Forest, CA, who posted a question about receipting and acknowledging anonymous gifts. If you have insight you'd like to share, reply to Judi ...
Posted to
Weblog
by
Douglas Clinton
on 04-10-2009
Thanking/Receipting Anonymous gifts
How do other CA non-profit orginizations handle gifts marked anonymous in NetSolutions specifically regarding Raisers Edge receipting, cash receipts journals & thank yous.
Posted to
Forum
by
Judi Wuebker
on 04-09-2009
Re: How to track cumulative giving donors for recognition?
Just doing our donor walls for 2008 and was hoping to find a quicker way (took about 2 weeks). Now that things are set up, next year will be a breeze 1. run donor category report with new end date for cummulative giving - this pulls from a query called "donor wall - for recognition" "donor...
Posted to
Forum
by
Bonnie Pearce
on 02-18-2009
Re: Grouped Gifts
Just in case anyone is interested in how we resolved this problem... We determined that the buttons are not a benefit of donation as they are sometimes given out at events and in our gift shop if someone makes a large purchase. We are entering them now in groups under the constituent "Anonymous...
Posted to
Forum
by
Michele Partridge
on 02-11-2009
Re: Anonymous Gifts - how to post
For entry on specific gifts go to the gift record >> Miscellaneous tab. About mid-screen on the left side is a check box for "gift is anonymous." The field is also available to use for batch entry if you enter gifts that way. If you select Tools >> User Options >>Reports >>...
Posted to
Forum
by
JoAnn Strommen
on 01-08-2009
Anonymous Gifts - how to post
We get a number of gifts from constituents that the constituent specifically asks to be anonymous. So, in other words, they ask that we not recognize them by name - at least for that specific gift. We've been placing an action reminder in the constituents file to remind us prior to publishing our...
Posted to
Forum
by
Melina Crosby
on 01-07-2009
Re: Recording a Planned Gift from an anonymous donor
We do not have the PG module so I'm not sure how this suggestions will play, but we maintain a single Anonymous record for all truly anonymous cash gifts that we receive. It's one option. Good luck, Jenn
Posted to
Forum
by
Jennifer Silva
on 09-18-2008
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