How do you all use Recurring Gifts vs Pledges? We would like to record Payroll deductions in Raiser's Edge, would that be considered a Recurring Gift? Or a Pledge? We would also like to record United Way gifts, should those be treated as Recurring Gifts? Or would a Pledge be more appropriate? Any...

Hello, We are about to enter a capital campaign and have heard different opinions on how to manage pledges. We are utilizing both RE and FE. We are most interested in best practices/compliance recommendations based upon the following options: 1. Record pledges in RE as they are made. Do not post pledges...

Is there a way to set up the Exchange/Contribution ratios in Raiser's Edge of Financial Edge so that it will automatically calculate & book Deferred Revenue? thanks.

Further to another post regarding Table Entry Definitions, a colleague and I had couple other ideas that we thought could be beneficial. - TABLE DEFINITIONS - At a higher level than the table entry definitions, have a synopsys of what the purpose of the table entries in a particular table should...

So a common issue that I have discovered working with Raiser’s Edge is that over time, people forget or don’t understand what the various table entries mean, and therefore start using them for reasons other than their intended purpose. Some of us do our best to document definitions in order to help...

Can you please share with me your company's policies and procedures for pledge follow-up and write-offs?

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...