I am needing a report to show by constituent how much for the calendar year they have contributed to each fund. I would like a total amount contributed to each fund and would prefer not to go in and do the math. I see the Constituent Giving History report and it doesn't give me a total given by fund for the constituent. It…
I am marked as a Fundraiser in web view and a Solicitor in database view. A few constituents have Actions that have been assigned to me, but that I haven't completed. Aren't they supposed to appear on my Home screen? Instead, in the Actions tile, it just says, "To see actions, you need to be an active fundraiser." I am…
I've been discussing this with BB Support and need confirmation from others that there is actually no way to turn off the ability to add Attachments on records. I heard that if I make Actions "View" only in DBV, it will prevent users from adding Attachments on Actions. Of course, our gift officers won't be able to add or…
Right now in our system, when someone makes an online donation, they don’t receive a receipt right away. The receipt is only sent after the gift batch is approved. Can you please confirm if this is how Raiser's Edge NXT normally works? If so, what’s the reason for doing it this way? 2. Also, is there any way to change the…
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When donors give online and opt to cover the additional credit card fees, what fund do you put that to? For example, if a donor gives $100 to a restricted funds and pays the $4 in fees, do you put the entire $104 to the restricted fund, or do you put $100 to the restricted fund and $4 to an operating/unrestricted fund? We…
Hi everyone, I’m working with a client who uses Raiser’s Edge NXT and BBMS, and we’re documenting a clear workflow for how Advancement and Finance partner on revenue reconciliation. I know these processes can vary widely from one organization to another — and are often highly tailored to internal structures, staffing, and…
We have a longtime donor who recently began sending checks from a foundation she has set up. The foundation is her name {i.e. The Jane Doe Foundation), and shares her home address. It's not a DAF fund, and I am assuming it's incorporated as some sort of charitable foundation, not just a checking account with a DBA or…
Does anyone use this and if so, how? I am trying to figure out if it is better for me to do this in a spreadsheet than in RE itself. Below is what I would be looking to include… Not my strength, so I want to get this set up robustly.
We recently got our data back from our Blackbaud Modeling Scores analysis where we screened our top records to get Major Gift Likelihood, Planned Gift Likelihood, TGR, etc. How are people noting the top prospects from research point in NXT? Are you dumping any new prospects into identification in the prospect management…
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