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Contribution Based Membership/Recognition Programs/Giving Circles

Looking for insights into other organizations contribution based memberships/giving circles/recognition programs. Anyone have one that works smoothly that donors are happy with? What contributions are included? Is it an annual or rolling basis? And anything else of note.
Our giving circle right now is…confusing. And especially confusing to communicate. But we're mostly wondering if any orgs are satisfied/happy with these programs? Or if everyone feels the same?

Claire McCann

1

Re: Clarification on Use of Constituency Code vs. Attribute for Board Members in Raiser's Edge

https://community.blackbaud.com/discussion/comment/306530#Comment_306530

I wanted to leave this alone but I couldn't. Why would you do this? What purpose does that serve? Having duplicated codes seems like a nightmare to maintain and query against. Like I stated before, dates cause some problems but none that can't be resolved with proper query structure (@Carlene Johnson I'm looking at you…)

Dariel Dixon

2

Re: Gift Dates for NXT Online Donation Forms

@Jennifer Briganti we are waiting for the ability to have NXT forms issue a CRA compliant receipt instantly without waiting for the gifts to be reviewed and approved (just like Online Express has done for many years). In Canada, the details of a gift can be put in an email body if you want, but that isn't an official receipt for income tax purposes. It has to be a pdf doc.

Patty Driscoll

1

Re: Former Constituent Code still being included in queries

A better solution instead of dealing with dates, is to have a constituent code of FORMER VOLUNTEER, that way, he would not have pulled and you would not have to worry about dates. We do this for Staff and Board Members. Makes like much more easier.

Joe Moretti

3

Official Notes Cannot be Sorted

The sorting functionality in the "Manage Official Notes" interface has been updated in the latest release, which went live yesterday, but upon reviewing the interface, it appears that the sorting option is currently unavailable. When clicking on the headers (Grade, Student, Author, etc), the header displays a ^ to indicate the column is sorting, but nothing happens. We need to be able to sort Official Notes by Author (particularly for end-of-year Advisor Comments) in order to review and approve them, but we cannot sort the record and we cannot filter only Author as well.

This is going to be a problem!

Shirley Wagar

1

Re: Give feedback and a chance to win a $25 gift card!

I did the survey, but I do not know how you can give gift cards when no contact information is asked for.

Pam Harvey

1

Re: Give feedback and a chance to win a $25 gift card!

I also completed the survey, however no contact information was asked for. Perhaps contact info is automatically captured and submitted when survey is completed?