First off, I want to apologize for such a long post… We have several funds, more than probably anyone else could ever imagine, we are looking into revamping them a bit. We want to consolidate some of the funds, create new, etc. to hopefully get a smaller number of funds and have them work for us the...

I'm Cindy's boat ... no Events module but need to use CFAs to organize how we follow the money! I'm thinking appeals will be mailings for each event, invitations, newsletters, but I get myself confused when trying to decide what the funds will be (gala, jamboree, membership, summer camp)...

I've been researching how we can set up our CFAs without the Events module and have read your posts here. Most of our revenue is from admissions, so we have few actual campaigns. We do, however, have several events throughout the year and I'd like to configure the events and their relative activity...

[quote user="Diane Zinn"] How do you track each special projects funds? We have projects like "playground", "clinical care", "landscaping" and "art project". We only use appeals for actual requests for money. We use funds for the checking account the...

Hi, In Dec. 08 we transferred an amount from Unrestricted to Endowment. However, we found out that only part of the entries was done and so even though the funds balances was changed the batch itself was not posted as validation failed. How do we correct this error now as the period is closed and trying...

Hi Jennifer, I haven't seen any responses to your posting early so I thought I'd share the way some of my clients have addressed this need in the past. When you go to create the new campaign (fund, appeal) like 09-10 AF, on the Solicitors, Funds, Appeals and GL Distribution tabs there is a Copy...

We use RE and FE. Generally our Fund ID and Project ID are the same or very similar. It seems to help our exec and business mgr when they are doing financial reports to easily see what is what. Most important is just linking up with the right GL accounts so $ is where it should be. The ID and/or description...

Our Business Office uses an accounting system that does not talk to Raiser's Edge. We have several projects for which we raised money during the current fiscal year 2009, but the projects won't take place until fiscal year 2010 and are part of that year's budget. The Business Office defers...

I'm just wondering how many Funds people have/use? At the moment we have about 10 restricted funds and 1 unrestricted. Whenever we get gifts that go in the restricted funds, we also use Gift Subtype to further break down the restriction if necessary - eg The fund might be a regional office, and then...

We are running out of fund numbers in RE. Is there a way to reuse fund numbers in RE (aka project numbers in FE) after they have been inactive for a period of time.