Hi JoAnn - thanks for your response...... I am not quite clear on what you meant when you said: "Regardless of name on check, as the business owner money comes out of his pocket. (We hard credit account on check.)" Are you saying that you credit the owner, not the business, since it all comes...

We migrated from GiftMaker to RE a little over a year ago and are not (yet) consistent with soft crediting. We want to create a policy and implement it.... at this point, remaining spouses are soft-credited for gifts when the primary spouse dies, and we have soft-credited in cases of two donors, giving...

We have separate records. Exactly for the reason others cited: address, staff, they each unique entities. It keeps giving record for local bank much cleaner without the foundation/matching gift records. We soft credit those we need. Do have relationship between records.

Hello everyone. We currently use Quick Address to validate our addressees before we add them onto Raisers Edge. However we have been told we now have to upgrade to the newer version of QAS as our version (is quite old) and will no longer be supported. As we have been told to upgrade, i wanted to see...

We have a lot of organizations in our database that have branches (ex: a large hospital with several locations, a school with multiple campuses, different departments of an organization, city government and the varioius offices [that change fairly regularly so it is easier to track the office than the...

How do I............... 1. Constituent A made a pledge in June of 500.00 2. Constituents B & C paid 250.00 each in July that should have been credited towards Constituent A's pledge but were not and were applied to B & C records as separate and distinct payments with no connection to the...

"Who knows what altruism lurks in the hearts of donors? The Raiser's Edge knows." Like Pip in Great Expectations , your organization may be patronized by an anonymous benefactor. Unlike Pip, you probably don't have an escaped convict as a benefactor, but even without a troubled past...

Hello Allison, Depending on what software your Business Office is using, it would be simplier to process the gifts once within the Development Office and then create a secondary export data stream that can be subsequently imported into your Business Office's software. We are implementing such a process...

Kathy, You should be able to turn your acknowledgements in 24 to 36 hours at the most, not 3-days. Thank you, Jim

Melissa, Depending on your annual volume, going the lockbox route can add considerable cost without making your data entry any easier. In fact, lockbox tends to increase the amount of data entry work on top of the cost of the lockbox. I'd suggest that you talk with fellow RE'ers that have tried...