We currently have static gift batch queries created for all new batches, but no one (gift processing team) seems to recall why or has had a need to refer back to them. Does anyone have insight into how they might be useful and when? I am trying to decide if I should disable them since they just look like query clutter to…
If a donor enters a $25 monthly recurring gift “in honor/memory” of someone how do you handle the Acknowledgements? * Acknowledge the first gift only * Acknowledge every monthly recurring gift * Something else? Would it make a difference if the donation amount was higher? Lower?
Hi all! Does anyone have examples of how they are using Workflow well in regard to donor touchpoints and stewardship? I'd love to know what's working for others as it's not a function I'm familiar with. Thank you in advance!!
Hi! We'd like to implement a workflow for a handful of processes. One workflow we're interested in setting up is a “qualification workflow” for donors who gave their “greatest” gift of $1k+. The intention is to create a process for our gift officers to reach out through a variety of actions for any donor $1k+ to determine…
Would love to hear from anyone who has utilized data appends with AlumniFinder. We are looking at all their services to decide what might be valuable to us. We do run BB's quarterly NCOA updates but last fall found that addresses are not getting updated like we thought when a return rate was HUGE on a first class mailing.…
We are a university using RENXT, up for renewal, and want to explore what modules and 3rd party apps other NPO’s are using, that we don’t currently use, but may want to add. We currently subscribe to the Complete Package and use EFT’s, Event Module, Tribute Module, Volunteer Module, Just Giving, Online Express and some…
Good morning, We have been keeping track of our mailings in the attribute tab of RE. It's starting to look very messy! Is there a way to organize this more efficiently?
Over the years as we've used various third party platforms for fundraising, I've found that integration often involves a rock and a hard place and I was wondering if anyone has any advice or wisdom they could share on the topic. While it is commonplace for platforms to offer prebuilt connectors that save the time of…
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