Hello everyone, I am new to Raiser's Edge and was wondering if someone could help me with a question I have regarding pledges. I want to be able to differentiate between pledges that are secured (e.g pledges that will definitely become cash donations) and pledges that are simply potential donations...

I also was a bit puzzled by the 'double counted' statement. We've done 4-5 capital campaigns. We use RE & FE. We use what you describe as option 2 - pledges entered in RE and posted to FE. All pledges and gifts (outright and pledge payments) entered in RE then posted over to FE by accounting...

We are beginning a 5-year campaign and are looking for best practices in gift entry. Our campaign allows constituents to make a pledge that can be split between both Annual fund and Endowment over that 5-year period. Should pledges be entered in one gift record as a split gift (to each campaign with...

I need to be able to pull pledges w/in a date range an ffrom the reaults, send letter to each constituent based on pledge amount. I have created 4 letters and 4 levels: Less than $25 print Letter 1 $25 - $499 print Letter 2 $500 - $2,499 print Letter 2 Greater than $2,500 print Letter 3 How to set-up...

How to make mandatory attributes for collections but not for pledge? There are some attributes which are necessary at the time donor make payment towards the pledge, but may not necessary while incorproating pledge. As RE is maintains single table which incorporates Pledges and other gift including collection...

If any one can guide me, how to make Constituent / Gift ID uneditable?

If any one can guide me, while incorporating collection againt pledge, how to restrict users from incorporating campaign ID different from campaign ID incorproated at the time of recording new pledge?

I am a few months into this development job at a small non-profit and pretty new to Raiser's Edge. I have recently been in the process of reconciling annual contributions with our bookkeeper and we've come across a problem with pledge payments that I'd appreciate some feedback on. We were...