We are implementing a new solicitation process that will capture the total amount expected for a current year. If you have multi-year funding, do you use one proposal or add another proposal each year? If you use one proposal, how do you manage expected income for each year? Thanks for your help! Cecily...

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...

Hi Deborah, I will also start tracking prospects in the Proposal tab. Would mind sharing your process? We used Prospect tab mainly to track proposals that are going out but never major gifts prospect management. Thanks in advance. Rose

Most of the giving history for donors in our database goes back to the mid 1980s--although some do not go back that far. There were multiple databases in use before RE; some data transferred better than other. We recently discovered hard copies of major donor lists from the 1970s. The lists did not include...

Hi, I'm a new user of RE and we've had so many hands in the system that I'm trying to research the best way to track prospects without purchasing the optional module. The module may be an option but right now I'm looking at Actions to track. Does anyone have good policy/procedures using...

They are similar in that they are both about a request for a donation. But intended use is different. Proposals tend to be for larger gifts. Appeals include things like mass mailings, emails blitz, phone-a-thon. From RE help topics A proposal helps you track major donation projects. For example, your...

My Institution is looking into purchasing the Search module for prospect research and proposal tracking. I was hoping to get some opinions of the module and see if there was anyone who has the module who does not use Target Analytics for their screening especially. We are using wealth engine for our...

We have just finished our second fiscal year with RE and are struggling with how to track our annual fund prospects. The first year, we used Ratings, but because the "Description," where we put dollar amount, was a text field, we could not use greater than/less than in queries. Then, based...

The functionality in RE 7 does not facilitate connecting one proposal to more than one constituent. This is problematic because we are tracking major gift solicitations via this tool and reporting is artificially inflated if we apply a proposal to more than one constituent despite the fact that a gift...

Happy Friday. I would like to present the proposal analysis report at a meeting but need help in formatting it. How do I get a full name of either the donor or the fund to appear. Right now it chops off the end of long names Is there a way not to includ e the average gift information. Thanks, Cindy Cindy...