We are trying to start a planned giving club and I'm wondering how others have started and identified the best prospects for planned giving. A birthday overlay will give us a good place to start but I would like to know how others have identified planned giving propects outside of just using birthdays...

We have annual giving clubs based on amount as well as lifetime memberships in giving societies. Tracking these in the membership module is very easy. You can create queries to pull the correct group of donors and then globally add the membership. You can also run new membership reports or renewal letters...

I'm looking for procedures on tracking giving clubs. We are starting several new clubs next fiscal year: lifetime giving, new donor, athletic giving, annual fund giving. Does anyone have a SOP for the way they document and track? Thanks! Sara Kramer Benedictine College skramer@benedictine.edu

We currently have a donor club that calls for a minium of $1,000.00 a year for 5 years, which is known as our MasterKey Club. We are in the process of trying to come up with another club which will call for a minium of $5,000.00 a year for 5 years. We are stuck on a nume for that Club. Does anyone out...

Hi Everyone, I'm in a University setting so we don't have "Memberships" per se. We want to track our Giving Clubs using the Membership Module. Has anyone used the Membership Module in this manner? I'd love to hear how you managed your clubs using this tool. We want to track by fiscal...

What names are any of you using for monthly donors? We're a home healthcare and hospice agency. I'm trying to think of something as catchy and meaningful as Amnesty International's "Partners of Conscience" or Doctors Without Borders' "Field Partners" - used for donors...

We are just starting to recognize cumulative giving donors of $100,000 or more at special events and in our annual reports. How can we make it easier to track these donors in Raiser's Edge? Right now we use the donor category report and include soft credit gifts but some donors don't show up...

I work in a hospital where we have an employee giving campaign, capital campaigns, annual giving clubs and planned giving options. My question - if an employee gives to, say, a capital campaign - should that employee be listed under the employee giving campaign in addition to under the capital campaign...

Um - yes you can and you should - kind of. The item donated is likely 100% a gift and that donor should get credit for the fair market value but should be receipted just stading a description of what they donated (not the value - see irs pub 1771) The person winning the auction item made a gift to you...

You've got the right report. In order for the donor category report to break things down by groups/giving clubs you need to establish those groups by going to config/tables/donor categories 1, 2, or 3. Take either donor category 1, 2, or 3 and create your groups/giving levels. You will then take...