We haven't used it in the past so am reading this string with interest. I can see using it for named scholarships/funds, DAF, memorials etc. Janices, do you actually add each donor's name, every solicitor? Do others do this? To me this seems redundant and unnecessary. As under fund, I have solicitors...

Hi Dwight, We do use a fund relationship code, for our donor advised funds (they have Fund advisor), outside committees for funds (scholarship and FOI, they have Committee Member), and for NPO's that have endowments (they have a Fund Statement). Karen

We don't currently use RE campaigns for anything other than actual capital campaigns. Do you have any recommendations on a simple overarching RE campaign structure that can be used on a permanent basis?? i.e. I have seen one organization that divides all funds into four campaigns 1) annual giving...

Hi everyone, I'm coming across a hurdle and am hoping you all may provide some guidance/wisdom. In my current organization, we have a Campaign each year, and then 2 funds that are under that campaign, then a number of appeals. For our benefit fund, we receive 3 types of gifts: flat out contributions...

Hi, We are reviewing our RE structure to enhance reporting and I am wondering how other nonprofits use Campaigns, Funds, and Appeals. To date, we have used appeals for tracking how revenues come in, and the funds to represent revenue streams. I know of other organizations that use funds to denote how...

We do three things to capture data regarding tributes: 1) When we are entering the gift in the batch we select the "Tribute" button (looks like a scroll), select Add New and then locate the person who is being honored. This allows us to easily track tributes from both the donor and the honoree...

Like Karen, we also use it for fund statement purposes. I must say, however, that the ability to query on the fund relationship is currently VERY limited. If you're doing a fund query, you can do much more but if you're doing a constituent query and trying to get the fund relationship information...

I was curios if anyone uses the fund relationship in the Relationships tab of RE7? If your company does use it, how do you use it? I noticed when I read the user guide it indicates it is to affiliate a fund that the person has established and was wondering if anyone uses it to record just funds that...

Hi, Ray. Per BB354758 , you can restrict rights to individual, organization, or fund relationships, but it doesn't look like you can narrow it down further to specific types of individual relationships.

Have you searched the archives yet? Please do as this has been discussed before I am fairly sure. Pretty much so long as you are not hard crediting the individuals either way can be done effectively. My understanding is that legally there is only one entity - the community foundation - and they are the...