When an donor who has an Individual record in Raisers Edge dies and has already set up a Planned Gift on the Ind record, do you create a new Org record to record the giving from the estate, or can you track those gifts on the Individual's record? If gifts go on the Ind record, are there any tax implications...

I am searching for information on how someone has set up a procedure for true category justifications and descriptions. We have had various people at various times entering items in "campaigns" for example that obviously do not belong there by today's definition of a campain. The same is...

We recently converted from GMP to RE and I have a couple questions that I'll put in different posts. The first pertains to Pub Name. We used it in GMP, where it was a dedicated field that automatically populated when a new record was created and could be edited as needed. That field imported into...

Hello all! We are restructuring our office and have recently added an FTE for a grant writer. We are working on a policy to centralize all grant seeking activities and of course will coordinate the financial requirements with our Acctg Dept to make sure we comply with all financial/reporting requirements...