We have been users of the Raiser’s Edge for many, many years but have only recently acquired the Planned Giving module. We are trying now to configure the tables that will allow us to take full advantage of the whole system and looking to experienced PG module users to provide some examples of table...

Hi Patty We have begun the input using the prospect tab which is working well. As for the gift entry - my thoughts at this point are very similar. Subtype is a simple way to decipher the grants from other gifts. An appeal or package could also be used to further break it down. Tina Melbourne, Australia

We use the event module for every event we hold. Many of our events have auctions. We have a different appeal set up for each event. In the event module, we set up units for each type of ticket (dinner, sponsor tickets, etc.). Each person who purchases a ticket gets set up as a registrant in the event...

We use package quite a bit also. When we have an appeal that has different mailings, we use package. If we do an email blast for an appeal, I'll use a package. We also use packages for auction, raffle and sale items. This package is named for the fiscal year and type, i.e. 07raffle. We use the package...

Hi Ellen :) I have never used the Membership Module, but I have worked in membership organisations and undertaken retention analyses on committed givers etc., and normally would start with fairly simple queries based on start dates, next instalment due, and sometimes last instalment or gift, and bring...