Ok....so its Monday part 2 here at the office. I've got the stupid hat sitting tightly on my head this morning not budging at all. I've done this numerous times but just can't get my head wrapped around it this morning. I'm trying to produce our annual donor listing. I've created...

This has been discussed in the past, but our school wants to show only the receipt amount, not gift amount, on the annual report. This is not possible using the standard donor category report. Other than using Crystal Reports (which no one here knows), how can I get the receipt amount on a report? Or...

Currently we record a constituent’s request for custom recognition (i.e. The Smith Family) in both a specific addressee type and as a gift attribute. We chose to add the gift attribute because a constituent may wish to be recognized differently for each appeal. Producing stock donor lists with...

Most of the giving history for donors in our database goes back to the mid 1980s--although some do not go back that far. There were multiple databases in use before RE; some data transferred better than other. We recently discovered hard copies of major donor lists from the 1970s. The lists did not include...

I need to generate a list for our annual report of our giving sorted by class year along with that persons giving level. I am new to RE and trying to streamline things. In the past they have exported the list by class and then manually added the giving level tag to each donor. There has to be an easier...

I am trying to send out letters to all of our donors to our last capital campaign asking them to verify how they want their information listed on the new donor wall. I used a Donor Category Report to get all the names in the different categories and the total amount that each donor gave. The letter,...

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...

We are just starting to recognize cumulative giving donors of $100,000 or more at special events and in our annual reports. How can we make it easier to track these donors in Raiser's Edge? Right now we use the donor category report and include soft credit gifts but some donors don't show up...

We also have addressee/salutation for recognition names. We have two, one for our Capital Campaign and one for everything else. However, I have a boss who likes to keep track of why we have a name listed as it is, so if the request varies from our standard format, We make a "Note" on their...

Does anyone have a procedure for determining who has upgraded to the next level on a donor wall? We use the donor category report to determine what levels our current donors fall into. But when we want to update the donor wall in a year, how do we determine who has upgraded rather than comparing each...