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

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...

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?