You're most welcome Kristin. Let me know if you have any questions. You can email me directly or post on the forum. Karen khartt@mainecf.org

Hospice & Palliative Care of Cape Cod, now celebrating it's 30th anniversary, is a rapidly growing non profit dedicated to supporting the chronic care needs of Southeastern Massachusetts communities. The dynamic Philanthropy department is responsible for over 10% of the total organizational income...

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...

Cathy, I've attached my procedures for our Prospect/Proposal tab. We use for cash and planned gifts. Let me know if you have questions. Karen

I was wondering if there were any general guidelines or best practices for when to mark a constituent as inactive, and then how long one ought to retain inactive constituent records. Deleting a constituent record feels somewhat nerve-racking, comparable to donating nostalgic items to Goodwill, but retaining...

I have a question about the Prospect Tab in Raiser's Edge - we just signed up for this, and are about to start using it. My question involves classifying projects: for example we want to sort the parents by grade, and assign them different ratings - e.g. A,B,C and assign solicitors to each. We want...

Hi all. I have had many requests for my procedures manual since my original post last fall. My manual is many individual documents, some are general in nature and others relate to my organization. I have grouped and zipped the more general procedures for easy distribution to those who have requested...

Further to another post regarding Table Entry Definitions, a colleague and I had couple other ideas that we thought could be beneficial. - TABLE DEFINITIONS - At a higher level than the table entry definitions, have a synopsys of what the purpose of the table entries in a particular table should...

So a common issue that I have discovered working with Raiser’s Edge is that over time, people forget or don’t understand what the various table entries mean, and therefore start using them for reasons other than their intended purpose. Some of us do our best to document definitions in order to help...