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...

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...

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...

Hello Kathy, I suggest that you contact Sandra Smith at Love A Child in Riverview FL. They are using a system which images the Reply Devices which are either envelopes or check-sized paper together. An image access locator along with donor and gift data is posted into RE, while the checks are electronically...