I am in the process of developing different request forms (import, export, query, reports, mail letter, email blast, Add/update/delete records) to organize work flow better , prioritize requests, and more closely follow up with Information System staff on different request Please let me know how do you...

I am looking for best practices regarding procedure of adjusting gifts that have already been posted. For example: our organization received a $5,000 gift on 7/18/08 that was entered to the incorrect fund. We recently caught the mistake, but our fiscal year has already ended back on 8/31/08. In order...

I am searching for information on how someone has set up a procedure for true category justifications and descriptions. We have had various people at various times entering items in "campaigns" for example that obviously do not belong there by today's definition of a campain. The same is...

Our organization uses as the event as an appeal. The campaign is events and then the fund depends on where the money is going. i.e. Our 125th anniversary is Events Campaign, General Development Events Fund, 125th appeal i.e. Our To Live Forever event has two parts, a VIP party and an After party The...

I am looking for guidance with questions about database architecture. I have been in my position and using the Raiser's Edge for just over a year. I am looking to you, those that have much more experience with this software, to help me determine whether if our way of entering/tracking gifts is the...

So here's the situation. Donor makes a lump sum gift, and over the course of time agrees to how it will be spent. We need to capture the purposes for which, at the end of the day, the gift was used (and, in the meantime, how much is left to be allocated). We also have donors who create family funds...

Hi! I hope you are looking forward to the Canadian Conference as much as I am. I'm looking forward to seeing you there. Let's use this thread to get the discussion started before the session actually begins. Also since this session is the scheduled on Friday at 3:45pm let's use this thread...

Dana- You need to create a new fund called temporarily restricted fund 02 but continue to use the whatever code you have attributed to net assets. I'm not sure why your auditors wouldn't want you to create a new fund since it sounds like an account that should be temporarily restricted and GAAP...

Hello, I'm really hoping that I can start a discussion and find some other organizations that are using the same software as we are. I work for the foundation of a Community College, and we currently have the Raiser's Edge as well as the Financial Edge (which is operated by our finance department...

I need help from someone with experience in using separate account classes. Our org. has only one fund - a general operating fund - 01. When I set up Blackbaud in 2004, I created three separate net asset accounts, 01-30100-00 - Unrestricted net assets, 01-30101-00 - Unrestricted net assets, designated...