Hello! I am currently in the process of updating our database with the new Faculty and Staff for the University, and I have ran into a slight issue. There are roughly ~200 records that I need to update the employment on and I would like to do an import to make my life easier! The issue is, the University has multiple…
Is there a report that I can set up that includes all gifts received from the prior week, that can be automatically sent to our donor relations officers? I set one up in webview but it doesn't give me an option to have it generated and sent to their emails on weekly basis. Thank you!
I'm wondering how others manage the various ways your constituents want to be contacted. Do you keep track if they only want emails, no phone calls and all the other variations. Do you use RE / NXT? The solicit codes seems to be the correct field, but I'm wondering about your process and tracking. All or nothing doesnt…
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…
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