Good Monday Morning! In the never ending battle to standardize data, I'd like some info as to how you handle parental relationships with a student (child) relationship. In RE we have const. record for the student and a const. record for the father (typically) which will be the head of household record...

Hi, As a new user in charge of looking at what our private high school is doing and creating policies and procedures, I have been reading through all the posts and can't find any information about whether we should use relationships in general (Parent/Child) or specific (Father/Son). We have synched...

Hi, We currently flag anonymous donors using the tick box "gives anonymously" on the bio 1 tab. Recently we have had anonymous donors that, whilst they wish to keep the amount of their donation private, they do want to be recognised as donors and invited to the annual donor function etc. I...

Hello, We are trying to tighten up our obituary/condolence process as our office has gotten much larger and routing through the office is taking far too long. In addition, we are discussing whether we should be including obituaries on people other than alumni/faculty/trustees. What processes to do you...

I work at science museum with membership opportunities and we are looking into prinitng membership cards on "hard" cards versus the "soft" cards. We have been using the "soft" cards for a while because every year we have to reprint their cards since the expiration date changes...

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...

We just received a chunk of money from a Foundation but the foundation manages a bunch of funds. I need to be able to somehow track the total money but at the same time be able to separate this amount into (3) different funds. I know I can use a soft-credit from the foundation's gift but I don't...

Just doing our donor walls for 2008 and was hoping to find a quicker way (took about 2 weeks). Now that things are set up, next year will be a breeze 1. run donor category report with new end date for cummulative giving - this pulls from a query called "donor wall - for recognition" "donor...

Good afternoon all, I would like your opinions on how you track the following situation: I have a gift officer who is going to solicit an organization for a donation. She wants to eventually solicit the CEO of that same org, knowing that he may give through the organization, as a personal donation, or...