Hi all. Here is the second installment of my P&P Manual. As the title says, it is gift entry through a batch and doing acknowledgment letters from RE Mail. Karen

I have a great spreadsheet that might provide some insight on gift processing times. This spreadsheet is from a nonprofit client of ours that was processing a large amount of gifts that came in from their lockbox provider. They are a large nonprofit that have experienced staff that used Raiser's...

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!

Is there a way to add benefits to a gift that's already been committed? Our gifts processor entered the gifts in batch and has already committed them. When she went back into the batch to try to add the benefits to specific gifts, the benefit field is greyed out and not accessible. When she went...

I was wanting to find out if any other institutions have decided to not make Campaign and Appeal required and what the implications of this has been? *Little background* We don't always have money that comes in tied to these and we were wondering if it would be better to make up "dummy"...

Hello All, We enter gifts through batch and on a few occasions in the last few months, although we have "committed" a batch and it appears to have been committed, the gifts within that batch have not "applied" into the constituents' records. Anyone know what may be happening here...

Hi I have been asked by our new Fundraising Director to look at getting out letters more personalised and also to ensure that donors don't receive the same letter over and over again if they give in a small period of time. At the moment we have about 15 Donor Ack Letters set up (for various funds...

I'm not sure if I'm posting in the right forum for this, but maybe it can be moved if not. I've used RE in two different positions. One for volunteer management and the other, now, for development. My question is regarding scanning donor material that is sent with gifts and linking to RE...

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...

When doing an event and charges have to be deducted from cost to determine the actual donation where do you put these costs and actual donation and how do you pull it into one letter/receipt? I would love to hear how you send out your letters and your verbage used. You may also contact me: goodman@lacollege...