Best Of
Re: What was the HIGHLIGHT of your year?
Professionally, updating my NXT Professional Certification.
Personally, I took a solo trip to beautiful Ireland.
Re: What was the HIGHLIGHT of your year?
Professionally, our school winning the Silo Buster Impact Award was a definite highlight, as the crowning highlight of a wonderful bbcon!
Personally, welcoming a nephew and watching my niece grow have provided me so much joy 😊
Re: Deleting constituents' phone numbers after a phone cleanse
I’d be cautious about using a global change for this. If a constituent has more than one phone number marked as Home, a global change will update all of them to Invalid, which may not be what you want.
A safer approach is to export the data to Excel, clean everything up there, and then import it back into RE. That process gives you full control over which numbers are updated, and you can add the Invalid flag during the import as well.
I suggest using the Create Import File functionality for your export. It gives you a clean, structured file to work from, and makes the whole update process much easier to manage.
Re: Basic Procedures step by step Guide help PLEASE!!
Hi, I saw Christine tagged me on here - I have a sharable gift processing and policy and procedures manual, however aside from a few things it is largely database few. It is step-by-step and very detailed, with that said, it would probably be helpful as a template for developing yours and just tweaking the instructions where needed to suit NXT. I just accepted a job offer this morning and so will probably be temporarily out of BB community while my access transitions between orgs sometime in the next two weeks. So I will share in a PM in case in proves useful.
Loss of Ability to View Reports Results without Downloading
Prior to the most recent update, I was able to view a general ledger report without downloading it. Typically, I only need to view a report not download it. I don't understand why that functionality has been removed. A fifth option under the "Generate Reports" button should be added to "send to screen" or "view only". Otherwise, Blackbaud has added unnecessary steps to the reporting process.
Re: What was the HIGHLIGHT of your year?
Professionally - bbcon is always an annual highlight. So many conversations, meeting folks I've only ever known online, and sitting in on sessions that spark 'ah-ha' moments!
Personally - I finished my first crochet project. A cardigan that took at least 100+ hours over four months. Pretty proud of this one! (Deviated from the pattern on the sleeves and trim.)
Austen Brown
Re: On Demand: November Product Update Briefings and the Future of Blackbaud Raiser’s Edge NXT®
Thank you for this great list of resources! I look forward to joining the InsideTrack to the Unified View!
Re: How does your organization handle IRA gifts and Qualified Charitable Distributions?
@Andy Flory There are almost as many ways of dealing with this as there are orgs using RE.
We found while the type is very clear on some distribution checks, others have no indication at all. Our solution has been to use the statement below on their letter of receipt. It has worked for us.
If this represents a qualifying charitable distribution from an IRA under Internal Revenue Code Section 408(d)(8), this gift is not tax deductible for federal income tax purposes. If this distribution does not represent a qualifying distribution from an IRA under Internal Revenue Code Section 408(d)(8), it may be tax deductible. No goods or services were provided by South Dakota Mines CARA in return for this gift. All or part of your gift may be tax deductible as a charitable contribution. Please consult your tax advisor.
Re: Tributes as new Constituents...adding deceased people and pets to database
@Amber Mullins I both love and hate the Tribute functionality for this reason. It is great when the Tribute fits the functionality. But, it is a lot of clutter for this type of situation. With one client, we actually stopped using the Tribute functionality on the web page and linked to Custom Fields/Attributes (and manually made the Tribute records only when we actually wanted them in RE). It was a bit more work in some ways, but it helped avoid the surplus of records.
Re: Duplicate first time recurring gift
Check your report gift type filters. Do not include Recurring Gift, just Recurring gift pay. You will not want to remove the recurring gift record as that is similar to a pledge and you will link each future payment to it.