Better to Update Old Gift Information.. or Just Move Forward?
Published
Update!!
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!
NEW TASK:
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.)
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!
NEW TASK:
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.)
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07/24/2017 10:55am EDT
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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.