Hello - we have a demographic that could benefit from a “translator” function on our outgoing newsletters and event announcements. Anyone have a suggestion? Would prefer to use an app offered by BB. Thanks!
In the create award and budget box- Is there a way to have the drop down (Budget and Funding Source) when assigning a donation to only include the budgets for that particular location vs seeing our entire company's budgets. There are too many mistakes in our reports b/c an admin. chooses the wrong store locations budget.…
We went digital on Oct 1, 2024, and in an attempt to get more adoption of the digital card we will start implementing a $5 fee to replace a paper card if a physical card has already been printed (thus pushing them into the digital card for free!) How would we set this up so the revenue goes to Membership from daily sales.
Hi everyone! I'm currently in the planning stages for a month-long peer-to-peer (P2P) fundraising campaign and would love to get some insights from others in this forum. Has anyone worked with P2P fundraising software that you'd recommend for this type of campaign? I'm looking for a platform that's user-friendly for…
Does anyone have any experience in recording a Charitable remainder unitrust in raisers edge. What is best to record or best practices.
Hello, I cannot figure out how to pull a report from Altru to receive the registrants names, address, email address and other information to do a mailing. Am I missing something or is the best way for me to click into each individual and pull all that information from their profile in altru? Thank you!!
Hi all, I'm in the process of tidying up our acknowledgement process (and catching up after the recent exit of a colleague), and we have a template that pulls membership transaction information. Our memberships are set up with expiration dates that are the last day of the same month, but a year out (so a membership…
Hi there! When I receive a donation from a DAF or Foundation we apply the payment on that organization's record and then I sometimes soft-credit an individual who is responsible for the donation. I've noticed when I do this that the soft-credit shows on recognition history tab of the individual and the household records,…
I am importing a large of amount of notes to a number constituents and its saying I need a notepad ID to complete the import. Can I just use any number or ID?
Hi all, I am seeking advice on how other organizations use Memberships to track their Board Members. We recently transitioned from using Attributes to Memberships for tracking history. However, we have encountered an issue where the Primary donor is not the board member, but their spouse is. Ideally, we would prefer the…
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