I am in the process of developing different request forms (import, export, query, reports, mail letter, email blast, Add/update/delete records) to organize work flow better , prioritize requests, and more closely follow up with Information System staff on different request Please let me know how do you...

Our President got a letter from A.G. Blumenthal in April 2008 strongly urging, "Each institution of higher education, as a matter of basic trust, should take, at a minimum, the following steps:" and then it lists 9 different measures. Our CIO is responding and wants our RE database as secure...

Hi Lorraine, A few suggestions that should help: 1. Training your users to search for records more effectively by using wildcards like * or ? and by using the checkboxes to check nickname, aliases and spouse information. 2. Break them of the habit of typing in the whole name when searching. 3. Have strict...

We migrated from GiftMaker to RE a little over a year ago and are not (yet) consistent with soft crediting. We want to create a policy and implement it.... at this point, remaining spouses are soft-credited for gifts when the primary spouse dies, and we have soft-credited in cases of two donors, giving...

Hi, We are running into quite a mess of trying to figure out best practices for keeping Constant Contact and RE up to date with each other. Right now, we export addresses from RE into CC to update the CC list. This isn't much of a problem. We get caught, though, trying to bring CC's updates ...

I would like to know an easy way to code employees of our organization in Raiser's Edge. Our general manager wants to make sure our employees receive newsletters and direct mail so they can see what our donors are receiving. How can I make sure they are not deleted or missed in mailings? Is a constituent...

We are re-thinking some of our phonathon tracking at our University. I am looking for good options for tracking the calls (unanswered/answered/bad phone numbers/disconnects/etc.) for our upcoming phonathon. Do you use Actions or Attributes? Is information stored in "Address Attributes?" In...

When your organization receives a gift from an entity on behalf of a donor, like a gift from an Investment fund or trust, how do you process the gift? What about planned gifts which are given through another institution (bank, attorney, etc.)? Laine Keefe

Hello Everyone, If you haven't already done it, I would highly recommend checking out the Blackbaud User Society website ( www.blackbus.org ). I am in the process of doing this very same thing for our RE procedures and standards, and some kind souls have uploaded different examples of procedures...

I want to know if anyone is marking their gifts in RE to 'Posted' even though RE is not live linked to FE(or any other Accounting system). I'd like to mark the gifts as 'Posted' to keep the data static once gifts are reconciled with accounting system. Would also appreciate if 'posting'...