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import » recurring gifts (RSS)
  • DIRECT DEBIT

    We are currently taking steps to start using paperless Direct Debits. I wanted to get an idea of how other charities have dealt with the change over from standing orders to direct debit. How you set DD up on The Raisers Edge? Are all DD set up as a recurring gift? How you dealt with the monthly imports...
    Posted to Forum by Ayse Hassan on 07-15-2009
  • Re: Importing Gift Amendments

    Hi Jenny, There was another post regarding importing gift amendments today and I apologize if you have already seen this information but in case you did not see that reply, I have included my response below. If you are importing an amendment to a recurring gift, you will need a column in your data file...
    Posted to Forum by Naomi Harding on 05-14-2009
  • Re: Importing Gift Amendments

    Hi Jenny, I actually saw another post on this same topic today. I apologize if you have already reviewed that response but just in case you haven't seen it, I have included it below. If you are importing an amendment to a recurring gift, you will need a column in your data file for the Amendment...
    Posted to Forum by Naomi Harding on 05-14-2009
  • Re: Exception Report says record to update is for another constituent as a reason in the RGALink

    Hi Emmy, If you are importing an amendment to a recurring gift, you will need a column in your data file for the Amendment Import ID but it does not have to be populated. If you would like to do a test import into your Sample Database, you can type the following values into a csv file and run a Gift...
    Posted to Forum by Naomi Harding on 05-14-2009
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