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gift (RSS)
  • Automatic Pledge generation vs. proposal generation

    Hi all, I am a new user on RE and am curious what the best practices are regarding automatically generated pledges. My organization has created a system where an automatic pledge is generated if the constituent who donates has a relationship with a company that matches gifts, but lately we have encountered...
    Posted to Forum by Mike Ritter on 11-21-2014
  • Re: Gift paid by different constituent

    Thanks Helen. This is actually a gift membership. We do have membership module but we do not use it for this type of memberships as they are essentially donations. Thanks, Brinda
    Posted to Forum by Brinda Goswami on 11-20-2014
  • Re: Gift paid by different constituent

    We always record the gift as being given by the donor (whoever wrote the check), since the donor is the one who gets tax credit. A couple other questions: Is this gift paying for a recorded pledge on the other constituents' records? Or is it simply a gift membership? Also, do you have the membership...
    Posted to Forum by Helen Wieger on 11-20-2014
  • tracking online gifts

    Hi All, We currently accept online credit card gifts via our website. I enter the gifts with the pay method of "credit card." Well, now I am being asked to track which "credit cards" are from the machine in the office and which are from the website. Is anyone else tracking this? Any...
    Posted to Forum by Shawn Murray on 09-15-2014
  • Multiple Solicitors on a Gift

    Our organization is looking at how to track multiple solicitors of a single gift/pledge. Often these can get quite complex with, for example, a $2M gift credited as follows: $2M to President's Office, $1.5M to Faculty A solicitor, $500,000 to Faculty B solicitor. Obviously, they do not add up to...
    Posted to Forum by Shelly Steenhorst-Baker on 07-28-2014
  • When commiting a batch and PaperSave is in use backups are attached to the wrong gifts

    Would like to know if anyone is using PaperSave and also is using the gift batch entry. The system is having problem connecting the new gift id created when committing a batch with a system record id that has the same number as the new gift id created by the batch. Therefore, attaching the documents...
    Posted to Forum by Sofia Durkee on 05-28-2014
  • Best Practices - Donor Advised Fund; Hard Credit or Soft Credit

    How does your organization credit Donor Advised Funds? Currently I credit gifts made through a donor advised fund as counted as coming from an organization not an individual. Donors who made the original gift to the fund (and that person’s spouse or partner if applicable) should receive soft credit for...
    Posted to Forum by Sheila Wortham on 03-03-2014
  • How could we change which constituent made a gift?

    Hi all, We've just found out that one of our individual donors had meant for a series of gifts to be attributed to his company. We have therefore created a new record for his company and would like to correct each of the gifts so that this company is listed as the donor. (Additionally, we would like...
    Posted to Forum by Tom Wright on 01-15-2014
  • Donor advised funds and pledge payments

    I've come across this situation for the first time and wanted to know if the same rulings apply. I've got a pledge commitment from a Family Foundation. We just received a check from a donor advised fund intended to be used to pay down the pledge on the Family foundations record. I know that DAF's...
    Posted to Forum by Maryann Snyder on 12-20-2013
  • Re: Connect Constituents to a Gift - Without Soft Credit

    [quote user="Elizabeth Campbell"] Is there a good option in The Raiser's Edge to link constituents to a gift that they should not be soft-credited for?[/quote] A good option other than SC or solicitor, no. If John Smith is an employee vs. owner/partner with Smith Industries you're right...
    Posted to Forum by JoAnn Strommen on 11-19-2013
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