My organization just implemented Raiser's Edge in March 2009. We want to be able to store our gift forecast information in Raiser's Edge so we can create reports each month that show our actual progress vs. forecast. For major givers we estimate how much we think they will give and which month...

Does anyone use ALL of the fields on the general tab of proposal? I am trying to figure out what to use them for. Specifically, I'm not sure how to use instrument and type of gift. Any suggestions?

Hi! I'm looking for a sample proposal & agreement letter for a fundraising event, and the same for an exhibition or program preferably coming from a Canadian culture museum of some sort... Can anybody help me?

I did not see an "import" specific forum so I'm posting this query here. I want to import new proposals with proposal attributes. In the past I did a two step process where I first imported the proposals, then did a second import to bring in the attributes. My understanding is that it can...

I'm working on a report that includes proposal information. I have setup the export to export 10 "notes" for each proposal. I have included the CnPrProp_1Note_1_Actual_Notes field in my report. When I run the report it only returns the first note from the proposal. I have tried to develop...

We've been using the prospect tab and having our DO's enter proposals for their major gift prospects. Then when they have any visits or interactions with those prospects, they enter those actions under the proposal in the prospect tab, whether it's a visit, phone call, etc. Every month I...

Hi David, I just worked this out with our development department last week, and we've arrived at similar conclusions you have. I've attached a document that has helped us better understand these two fields. We've actually renamed the prospect status field to readiness tier to avoid confusion...

We are just starting to implement the Proposal module and we're faced with some high level decisions that I'm not sure how to proceed with. Hopefully some of you folks out there can share what you've done and what decisions you made. How do you define the Prospect Status? The issue that I'm...

Hi, Has anyone found a simple solution that takes care of recordind proposals that are sent out with multiple funding options? I would like to stay away from creating several separate proposals so if anyone is tracking this in just one proposal record I'd love to hear how! Thanks

Previously shared by St. John's Health Center Foundation on April 27, 2005