Hello, I am able to enter pledges and pledge payments without any issue, but is there a way to set Raiser's Edge to automatically charge the credit cards for every payment? For example, I want to set all pledges to pay on the 1st of every month...how would I make this happen? Thanks in advance.

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...

Once the gifts have been committed to RE, you may want to modify the receipt amount/benefits per BB10691: How to track the tax deductible portion of a gift . Hope this helps!

We have an annual event where we encourage people to donate in honor or memory of others. We often get one gift, like $100 and 4 names attached. In the past we have handled it by dividing up the dollar amount and entering multiple gifts - so, we would input 4 gifts in the donor's record of $25 each...

Hi everyone, I'm hoping someone out there will be able to help with some recurring gift issues I'm having. Last month, as we were committing a batch for our monthly recurring gift transactions (recurring Gifts-Pay Cash) Raiser's crashed. We had about 30K gifts in the batch and 20K had already...

There are some great tools in The Raiser’s Edge that will help you track regular donations and their activity (upgrades, downgrades, schedule changes, etc.). When I say regular donations, I'm talking about the Recurring Gift type in The Raiser’s Edge. If you don’t use Recurring Gifts, these are a...

We have just migrated to Raisers Edge and Financial Edge and, at the same time, have just started to receive government grants. Since our grants are payed in installments that reimburse expenses - instead of the traditional pledge and pledge payment method commonly used for grants, we are confused on...

We have a process for sending donor's information to people they want notified of their gift to an honor/memorial. We are looking at a process to send the names and addresses of all donors of gifts to an honor/memorial, to acknowledgees who might want to write thank yous, or whatever. The how is...

Marcie, This was a big issue for us also with our capital campaign. We had ask amounts but did not have solicitors assigned ahead of time. If you have solicitors assigned, there's a field in solicitor assignment that may work for you. It's probably the only way to easily generate reports with...

This is our first annual fund season using RE7. I want to generate letters with specific giving levels/amounts requested; however, they are not standard (% or amount over last year's donation). I can't figure out where to record these 'asks' in RE so I can query based on them and generate...