I am setting up our Campaigns and Funds and would just like to check that I'm doing it right. I work for a charity that manages 3 schools, the database will have donations made for all 3 on it. There are then 3 main areas that donations can go towards (each school then has other specific schloarships...

We recently held an event that coincided with a local conference. Conference participants were given the option of adding $X dollars to their conference registration for tickets to a panel discussion later that evening. As opposed to the Association using that money to buy tickets (which, to me, would...

We often have events that support a specific purpose or department. When someone makes a gift at/to an event, we want that gift to be directed to the fund in which the event supports. Our issue, however, is that we only want the net amount from the event (event revenue minus expenses) to be actually...

This is the topic that causes the most amount of headache for me! I have a similar issue, but ours is that we use Funds for pretty much ALL reporting. (Fund examples: 2010 Annual Fund, Membership, Ben Franklin Exhibit, Endowment, General Operating, etc. Most are tied directly, though not directly integrated...

RE and FE are integrated and we have several events where a portion of the event is tax deductible. There are separate General Ledger numbers for the goods and services and the gift portion of the "contribution." How can I map the RE fund to the 2 FE General Ledger numbers in one gift without...

Our Development office is in the process of developing a Policy and Procedure Manual for all aspects of Raiser's Edge - data entry (creating and changing records, adding attributes, relationships, etc.), gift processing (gifts of stock, checks, cash, bequests/planned gifts, CGA, DAF, pledges, recurring...

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)...

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 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...