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policies and procedures » gifts (RSS)
  • 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
  • How do I use Raiser's Edge to enter and track deferred revenue?

    Our Business Office uses an accounting system that does not talk to Raiser's Edge. We have several projects for which we raised money during the current fiscal year 2009, but the projects won't take place until fiscal year 2010 and are part of that year's budget. The Business Office defers...
    Posted to Forum by Melinda Cheston on 03-27-2009
  • Linking gifts together...

    We just received a chunk of money from a Foundation but the foundation manages a bunch of funds. I need to be able to somehow track the total money but at the same time be able to separate this amount into (3) different funds. I know I can use a soft-credit from the foundation's gift but I don't...
    Posted to Forum by Ray Mauder on 03-18-2009
  • Pledge payments applied to a fiscal year

    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...
    Posted to Forum by Lauren Soffe on 01-23-2009
  • Electronic Filing/Linking to RE

    I'm not sure if I'm posting in the right forum for this, but maybe it can be moved if not. I've used RE in two different positions. One for volunteer management and the other, now, for development. My question is regarding scanning donor material that is sent with gifts and linking to RE...
    Posted to Forum by Diana Neanover on 12-11-2008
  • Raiser Edge request forms

    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...
    Posted to Forum by Ali Faisal on 11-11-2008
  • Where do you put ... "cost vs donation"?

    When doing an event and charges have to be deducted from cost to determine the actual donation where do you put these costs and actual donation and how do you pull it into one letter/receipt? I would love to hear how you send out your letters and your verbage used. You may also contact me: goodman@lacollege...
    Posted to Forum by Belinda Goodman on 06-23-2008
  • Appeal Code structure--a la TA?

    I've searched for and found some threads on appeal code structure (or lack thereof), but this question is a bit more specific. I am new to my organization and a BB user once again after a number of years of using other databases. In the meantime I've had source codes/ appeal codes with a standard...
    Posted to Forum by Mcfall Katy on 06-04-2008
  • Campaigns and Funds for an Arts/Culture Org

    I am looking for guidance with questions about database architecture. I have been in my position and using the Raiser's Edge for just over a year. I am looking to you, those that have much more experience with this software, to help me determine whether if our way of entering/tracking gifts is the...
    Posted to Forum by Laure Fredenburg on 06-04-2008
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