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policies and procedures
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donor recognition
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Cash gifts paid by another constituent
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...
Posted to
Forum
by
Eugenie T.
on 10-21-2009
Re: Procedure for capturing additional information that accompanys a tribute gift?
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...
Posted to
Forum
by
Jana Hernandez
on 08-20-2009
8/12 Forums Roundup
Here are last week's most popular Forums posts as well as unanswered posts: Most Popular Topics: Events Module: Participation Policies and Procedures Manual VSE Report Tributes - without the module Board members submitting expenses for attending meetings as Gift-In-Kind Unanswered Posts: Acknowledging...
Posted to
Weblog
by
Douglas Clinton
on 08-12-2009
4/28 Forums Roundup
Here are last week's most popular forum discussions as well as unanswered posts: Most popular topics: Donation from same person Gift Date or GL Post Date Media Tab Unanswered Posts: Raffle tickets considered for Donor Wall amounts Paperless gift processing Receipt Report A couple of users had questions...
Posted to
Weblog
by
Douglas Clinton
on 04-28-2009
Re: How to track cumulative giving donors for recognition?
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...
Posted to
Forum
by
Bonnie Pearce
on 02-18-2009
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