Hi there RE world, I was wondering what structure your organization might use to further classify organiztions such as corporations, non-profits, and foundations past a simple constituent code? Would the use of the Industry tab be beneficial or would you use an attribute? This is all part of a clean...

Is it possible to see more constituent information when you are entering data into a batch, depending on your configuration? What has brought this question about is an on-going debate here about time spent entering donations. When I enter donations, I keep all the paperwork together and cross-reference...

We have several organizations that have many employees to whom we send specific mailings to ie) We want to send the notice for our Annual General Meeting to the Executive Director of an organization, but we want to send our quarterly activities brochure to the Social Coordinator of the same organization...

How does one search/use Aliases. I have just entered a new organization which is a numbered company that operates under a business name. I have entered the business name under 'Org Name" and in the 'Aliases' option I have added their numbered company name. I would like to be able to...

I'm just wondering what everyone else does when a "parent" company has various groups that donate (board of directors, employees, "Friends of John Doe", etc.) Right now they are all listed as a separate constituent but this is starting to get cumbersome when there are many different...

We keep a separate record for a company's match program, distinct from any other record(s) we may have for the company's headquarters, branches, etc. This is regardless of what kind of entity is the legal donor of the MGs (the company, its corporate foundation, a third-party 501(c)3 . . . )....

We set up two records, one for local company, one for foundation matching gifts-with 'matches gifts' box checked on bio 1 tab. Some companies have a third record: HQ/national office. As a general rule, we have a separate record for organizations paying matching gifts so they can accuately be...

Most matching gift companies have a foundation that handles the processing of their matching gifts. For example, Motorola has the Motorola Foundation. The employee works for the company (Motorola), yet it is the foundation that processes the checks. Many times there are two different addresses, one for...

Hi everyone, Recently the US Post Office in New Jersey implented a new guideline that states that all Apartments, Suites, Units, etc MUST be either placed as Address Line 1 above the actual street name OR they must be on the same line as the address. Example: Miss Jane Doe Apartment 4B 123 Main Street...

Our approach is more haphazard than I'd like, but we do what makes the most sense for the relationship. If our contacts are largely through the business, or if the two company and foundation don't differentiate themselves strongly, then we'll keep it all on one record. If we have a unique...