We changed the ID on the campaign from F1000-LIV to F2000-LIV. It was easy to change the fund but the project ID will not change. How do I do that?
Backstory: Our donor made a pledge and will be paying via 2 stock transfers. There were stipulations within the pledge that make it more complicated. * We could not sell or transfer any of the shares of stock for 12 months after we received them. * We agree that after the 12-month period, we shall not sell more than the…
Hi there. I am reaching out to ask if someone can please educate me on this topic. I am not the events person at our organization so I don't dabble in the events module. Nor, am I the one who sets up a donation page for an event. Therefore, I am a little (actually a lot) lost on this. Our organization is having a Christmas…
I need to record a charitable annuity but there is a portion of the annuity that is available for our organization to use now. The remainder is a regular annuity. We want to see the current gift in our reporting for this fiscal year. How would you record this?
Hi there. Does anyone know if using the constituent portal adds any additional costs for the organization? Also, does anyone have any links to some learning material about the portal? Thanks!
How should I apply live and silent auction items to constituents at events? Should they be included as a registration fee, or is there another method?
Looking for ideas! Our organization receives a number of grants that support different initiatives but are rolled into the same grant. These grants are recorded accurately as pledges and payments with split fund distribution. We plan to use Opportunities to track our solicitations but we need to be able to track multiple…
Hello, Everyone. Currently we are using the old fashioned way of sending Acknowledgement letters through RE Database view (Mail > export the list > merge in Word > print > mail out. We are trying to explore on sending these out via email and also trying to automate the whole, if not, some of the process. I tried venturing…
I am looking to build a workflow which can send a daily list of gifts to the team. Is that possible ?
Hi Everyone, We are about to activate the NXT-Donor Portal. Was looking to get some feedback and pointers on what worked well and what did not work well ? Thanks
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