I'm guessing you're talking more than just a few gifts that need to be changed. When you say 'historical data' can I assume gifts that are posted from past years, that the financial books/audit is complete and that your finance department is involved /aware of these changes? I can't...

So I have posted this into the RE forum but it does include a question concerning the transfer of data into Financial Edge. We have just received our first CGA and I need to know if entering it as a pledge is the best way to record this in RE and then setting up a subtype for CGA. Also in FE what is...

I need help to list down gifts received from constituent's relationship. We have a constituent who has various relationship recorded in RE. Main cconstituent is one of our major donor and has made significant gifts to our various fundraising events and appeals. Few of his relationship, some family...

We've started asking our constituents to make 5 year pledges to our annual fund and I'm wondering how other people record these in the gifts tab and how you report on them. If someone makes a $25,000 pledge and plans on paying it at $5,000 per year for 5 years I want my gift report to show only...

We receive lots of honor/memorial gifts. Sometimes we have one check that is given on behalf of more than one person. Example.. $50 check form Mary Smith and John Doe in honor of Suzie Q. Check has Mary's name on it. The individuals amount may or may not be listed. What is the guidelines for posting...

We are putting on an event for our alumni and the cost is going to be £X per ticket. This ticket cost basically covers some of the costs of putting on the event. When people buy tickets and I put this under 'Registration fees' on the persons profile in the event, should I put it on as a gift...

If someone buys a ticket for $200 and say $30 is tax deductible, how do you notate that when you enter a gift, and then when you are pulling up a donor’s giving, how do you include only the $30 and not the full $200. Thanks! KB

Hi there, I was wondering if it's possible to add a another entry field to the Gifts tab that can record the quantity of something. For instance our Non-Profit sells books - our campaign is 'publications', fund is 'the book name', the appeal 'website, wtv', package 'how...

We recently started up our online giving process, and I am looking for best practice when communicating with our Accounting department. Prior to this, credit card donations were received over the phone or through mail, and Accounting was able to track all donations, as well as run credit cards frequently...

Is there a fool-proof way to identify a gift received through Net Community? The Knowledgebase article BB269642 refers to two gift attributes set by Net Comm, but if the transaction is a pledge, those attributes end up on the pay-cash records also.