Recently we had a discussion in our office regarding electronic vs. hardcopy donor correspondence records. Currently we are keeping hardcopies of letters to donors of $250+ and have recently begun keeping e-copies of all gift acknowledgement letters and donor proposals on RE. My question for the group...

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!

Hello! We have RE and FE. We do not have the Events Module. Every year we have a large auction at our annual event. We have tracked the donated items and the purchase of the items in various ways and we'd like to create a standard policy. We are hoping we could receive feedback/best practices about...

One of the ways we "entice" a donor to give a large contribution is to allow them to have a room, building, etc. on a plaque with their name on it. Does anyone have any suggestions on how to record that in Raisers Edge? Especially if you want to query on it. We are offering appx. 100 different...

Hi there, I want to find out how other RE users tackle the issues with entering Cash gifts paid by another constituent. As an example, some of our Trustees prefered to donate to us by way of their private foundations or designated fund organizations. So for all intents and purposes, the Trustees should...

We do three things to capture data regarding tributes: 1) When we are entering the gift in the batch we select the "Tribute" button (looks like a scroll), select Add New and then locate the person who is being honored. This allows us to easily track tributes from both the donor and the honoree...

Just doing our donor walls for 2008 and was hoping to find a quicker way (took about 2 weeks). Now that things are set up, next year will be a breeze 1. run donor category report with new end date for cummulative giving - this pulls from a query called "donor wall - for recognition" "donor...

Our Executive Director has suggested that we should not count the amount of any benefit the donor receives for purposes of recognition. This would mean using the receipt amount (and soft credits for receipt amounts) as the basis for determining recognition levels. We run several events during the year...