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solicitors (RSS)
  • Raiser's Edge - Reports - 'Error in Reports 544'

    Hi, I am trying to run a solicitor report and keep on getting the error message 'Error in Reports-544'. Has anyone else had this issue? does anyone know how to resolve it? Thanks for your help in advance! Sandra Donor Relations Coordinator YMCA of Honolulu Honolulu, Hawaii 96813
    Posted to Forum by Sandra Critchfield on 09-19-2011
  • Split Gift w/ different solicitors

    Can I record a donor's gift that is split between two funds with a different solicitor for each fund? How?
    Posted to Forum by Susan Carlson on 05-31-2011
  • Validation Reports Not Including Solicitor For One Constituent

    We run a daily batch gift report in detailed view so as to display assigned solicitors along with each constituent. We're having a problem where one constituent is showing up on that report without a solicitor, even though one is assigned in his RE record. I have deleted and re-added the solicitor...
    Posted to Forum by Tyson Clugy on 05-24-2011
  • Retail coin collectors as solicitors?

    We have a number of partnering retailers who keep coin banks on property to raise funds for us. We would like to record them all as constituents and keep track of the monthly totals of donations being collected at their businesses, and send them a letter at the end of the year thanking them for their...
    Posted to Forum by Harmony Hallas on 05-02-2011
  • friends-asking-friends-style events and soft credits

    My organization does events in which fundraising teams solicit large quantities of small gifts from co-workers and acquaintances. Some teams have our board members on them, and when this is so, the money raised by that team needs to be counted toward the appropriate board member's "give or get"...
    Posted to Forum by Jake Fried on 03-17-2011
  • Soft credit vs. Solicitor vs. Contact

    Our first problem (and possibly the worst thorn in my side): - A donor makes a gift through his company. We hard credit the company, and soft credit the donor. The donor wants recognition to go to his company (the donor). - Another donor makes a gift through his donor-advised fund. We hard credit the...
    Posted to Forum by Julie Hiland on 02-25-2011
  • Prospect/Contact List for Solicitors

    Does anyone know if there is a way to create lists for our solicitors of who they are contacting and how to reach them? Like this: Solicitors Name 1. Prospect1, name, address, phone and email 2. Prospect2 name, address, phone and email 3. Prospect3 name, address, phone and email I have been creating...
    Posted to Forum by Andrea Carlin on 02-22-2011
  • Best report for full Solicitor information?

    I would like to get the following solicitor information for a specific fund Name How much they have raised Number of gifts/donors Individual solicitor goals Is this possible within a report? If so what is the best report to use.
    Posted to Forum by Erin Buell on 01-19-2011
  • Security restricted by Solicitor

    Can someone guide me how to restric view by solicitor /fundraiser ?
    Posted to Forum by Ali Khan Dawood on 01-18-2011
  • Assigning Solicitors via Batch

    For our annual dinner gala, we use a prospect list in Excel to show past solicitors for each year and each company. There are over 900 companies listed on our prospect sheet, about 75 solicitors, and many cases where there are multiple people soliciting one company. I've created a system to move...
    Posted to Forum by Jackie Scahiol on 10-21-2010
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