We will be receiving one gift of more than several million shares of stock. Due to the large volume of shares they will have to be sold in increments which means at different prices. Is there a way to Sell this Stock/Property gift to reflect selling smaller increments of shares at different prices but...

We've cancelled an event due to low response. What do you do in Raiser's Edge for the refund? Take it to a 0 amount but leave it there? Remove the gift all together? Any thoughts would be appreciated!

We have this situation frequently. There is really nothing to do. Pledge is on record for 2009 and the payments received. The payments received in 2010 are still linked with the fund/GL. For us, the annual fund GL# is the same each year so money ends up in same account as 2010 Annual Campaign gifts....

When someone makes a 12-month pledge but the pledge payments will carry over into the next fiscal year, how would you record the gift in the next fiscal year? Example, the gift is for the Annual Campaign, 2009 Annual Fund, 09March Appeal.

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...

I am looking for standard gift processing times. For example, how many gifts should the gift processor be able to process in one hour. Should there be an allowance for errors? If the gifts are tribute and memorial gifts, how much longer should those gifts take? Has anyone written an assessment of a gift...

We have an unhappy constituent who wants her gift from a previous fiscal year to be refunded. We want Raiser's Edge to show that the gift was made in the past but we also need to show it was given back. Is there any way besides a note to show this? Has anyone had this problem in the past? How have...

Question: I'd like to add to the options we have under "Pay Method" -- in addition to Personal and Business check, I would also like to list Trust Fund Check... I have administrative rights and have tried to merely type into the field but it won't let me and I can't find anything...

Good Morning! I'm new to BB, and the forums. We are having some difficulty finding out how long other non-profits typically keep their batch files in the system, and from how far back. We currently still have all batches ever created back until 2000. Any help would be appreciated!

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...