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Better To Update Old Gift Information.. Or Just Move Forward?


150 recurring gift donors (paying by check) that migrated to Raiser's Edge during our conversion are tagged as Monthly Donors in Attributes but the gifts are not labeled as Recurring Gift-Pay Cash. So when I query on Monthly Donors and last Recurring Gift Date, the gift info doesn't show up!

1. Go into each record
2. Establish the recurring gifts date range  
3. Add the recurring gift record  
4. Apply all the subsequent gifts to the recurring gift record.

Great!  Information can now be seen and reported.

Viewing the last gift date allows me to see if and when the recurring gifts ended so I can reach out to the donor to thank them for their gifts and invite them to continue as "Sustaining Circle" donors.  I created a Quick Letter that includes the beginning date, the impact their gifts have made and include an envelope for them to return with payment info.  I've had a lot of success bringing donors back as recurring donors. And I can report on year-over-year recurring gift activity.

Best of ALL . . .  the records are accurate, clean, and the history is easy to view!

(Community Manager's Note: This blog is an entry into our Summer School contest. It has not been vetted with the Raiser's Edge Team for accuracy.)
Posted by Susan Chomsky on Jul 24, 2017 10:55 AM America/New_York

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Thanks for the great tip!
  • Posted Tue 25 Jul 2017 11:49 AM EDT
I like clean giving records. Before I came on board my organization did some things when recording gifts that made the built-in comparison reports pretty much useless. I spend a great number of hours cleaning things up and now I am able to generate accurate reports that my org has never been able to use.
  • Posted Tue 17 Apr 2018 02:06 PM EDT
  • Posted Mon 30 Apr 2018 12:44 PM EDT
Seems like a time consuming project. How many hours do you spend fixing things like this weekly? 
  • Posted Mon 07 May 2018 04:31 PM EDT
Hi Katie, 
This was a very specific task that did take quite a bit of time ~ aprox 30 hours spread out over several weeks. But, as you know, clean data is an ongoing job.  I actually have a list of queries in my "Maintenance" folder that I attack weekly. 
  • Posted Mon 07 May 2018 04:37 PM EDT
Clean records are key! Great post and reminder.
  • Posted Mon 18 Jun 2018 02:39 PM EDT
Thank you for the great information!
  • Posted Thu 19 Jul 2018 04:30 PM EDT
Good idea. Thank you.
  • Posted Tue 24 Jul 2018 02:25 PM EDT
Cleanup always takes time on the front-end, but saves countless hours down the road!
  • Posted Tue 28 Aug 2018 11:42 AM EDT
Thank you for sharing! I'll add this to my on-going list of long term projects!
  • Posted Mon 25 Mar 2019 11:42 AM EDT