We just received a donation in the form of a retirement distribution check. My research shows that the tax advantages for this type of donation ended December 2009. I receipt this as if a personal check was received, correct? Thanks for your help!

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...

Trying to come up with a standard process of entering tribute donations into RaisersEdge but our organization did NOT purchase the tribute module. I've already set up a query to search the gift reference field for Tribute: (name here) but if there is a more standardized version someone else has come...

Does anyone have a policy for using the Notes Tab that they could share? We realized that, when pulling a Constituent Profile Report, it is impossible to sort the notes in the profile, so the dates and note types come out in a seemily random fashion. This is a problem because it is potentially confusing...