What is the best practice for documenting reciprocal (mirror) wills in Raiser’s Edge NXT. e.g. A married couple has reciprocal wills. Each spouse leaves their entire estate to the surviving spouse. Only if the spouse predeceases them does a percentage of the estate pass to our charity. Functionally, this results in one…
We are a 150 year old high school. Are there any shortcuts to report on families with the most generations, families with the most total alumni, or longest continuous span of same family alumni?
My organization generates year-end giving statements for all constituents that gave 2 or more gifts in a calendar year to be mailed out to them. We host a lot of auction events that receive gifts-in-kind, but I realize now that those gifts will not appear on giving statements (at least I am not aware of a way to make…
Hello, everyone! My org is going to be merging with another org (we're absorbing them) in the near-ish future, and I've never been through one before. I'm not sure what questions I should be asking (and to whom) other than what I've written below. I would appreciate any and all insight. What database software does the…
Hi, We have done some testing to try this new feature but we found that the 'journal' that is generated as the export file does not show the columns of information we need to then run that file into our SAP accounting system. I spoke with Blackbaud Support and they confirmed that the journal report is hard coded and cannot…
I have this insight that I saved but it doesn't include everything that I want in it. I want to add more metrics to it but I don't know how. I want to add Opportunity Status of Closed and percentage of closed opportunities as well as new prospect movement through the cycles. Can anyone help me with that? I'm completely…
Hello all! Here are the details for one of our upcoming webinars: I invite you to ask questions that you'd like answered here or in the webinar; as well as to share any experiences you have relevant to the subject! I'll be inviting the speakers to join us here in the discussion both leading up to the webinar as well as for…
I am the one who had the problem of sending Gift Statements to donors that I had no intention of emailing. However, now that these emails have been sent, how do people track the emails that they send? When I go to a record of someone who I sent this accidental email, I do not see any indication on their record that I sent…
Hello there, I'm new in RE. I'm trying query records where gift amounts are blank and equals to $0.00 and blank email / address. It's only out the right records when I'm using one criteria for either blank gift amount or gift amount equals $.0.00. Any help is highly appreciated!
Just like the title says, I have a give that should have been added as a one-time gift but was actually entered as a recurring gift payment. I'm not seeing an easy way to unlink this gift from the recurring gift without deleting and reentering it. Are there any clever tricks I'm missing?
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