Judy, I believe that a gift attribute would work well for you. (I'd suggest creating a table for the description so data entry is consistent - will help a lot for querying.) You also can record date and/or any other info you need. Another option would be Gift Code (on Misc tab). Only code is recorded...

When someone gives a gift in honor or memory of someone and they are not currently in our database, we add them in our database as a "Friend" (constituency code). The appeal that is entered in conjunction with the gift is an Honor/Memorial code. The donor is most of the time giving this gift...

Darlene, you should be able to just enter your new code on any gift record. You will get a pop-up 'do you want to add...' But, I don't understand why you'd put GLs here. You can enter them on fund record and connection to GL would be automatic when gift is entered. No chance of selecting...

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...

Would renaming an Appeal ID adversely affect gifts or queries that refer to that ID? I'm developing a set of naming conventions for new Appeal IDs, but it would be nice if I could rename older IDs to fit the conventions as well.

I have a situation where we had media partners that have given university free advertising on a local business digest- Can it be recorded as GIK? and I am curious to know if anyone has a system of coding this type of situation in RE7. It is a squishy sort of GIK - Thank you for your help.

Our parent organization administers several annuities for us and we receive a % reevaluation on each of them at our fiscal year end. Historically, these reevaluations have been entered as cash gifts to the individuals records. That is fine execpt that all of the annuities have DEVALUED this year and...

Another possible use - We started using it at the beginning of the year to record what section of a our campaign/fund the gift came from. Exec wanted a report to show YTD $ raised by each group. Couldn't get info he wanted using constit codes or by solicitor analysis, so put sections in as gift code...

I have lots of questions about Constituency Codes and how other people use them. I have rarely used them for reports, with the exception of Board reports, but have very recently discovered that others in my organization use them regularly for that purpose. I found myself having to redo a series of 10...

No, what they are referencing is different than the gift type or subtype. You find the gift code on the gift record on the miscellaneous tab.