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
What is the easiest way to learn how to do gift receipt letters or statements for donors?
Hello All, Happy Monday! My team and I are doing some database cleanup in RE database view with phone and email types and are looking for best ways or practices to go about. Any suggestions?
There is a temporary finance person working on our accounting side of the house in college finance. They are challenging me on the question of where/what to do with returned funds. I am with a community college foundation that solely exists to support our students and college. We are a separate 501©3 entity with separate…
Hey all, Happy Monday! My team works primarily in db view but our fundraisers work primarily in web view. Right now we have some fundraisers who want to be notifed when their prospects donate so an annotation is added to the record. All the annotation pop ups slow us down when we process gifts, so I'm wondering, isn't…
We recently sent out an appeal asking donors to help raise money for three different capital items. We listed the different designations for them to choose from however some of the donor's returned the appeal with none of them marked. If the donor didn't specify which designation they wanted could the non profit direct the…
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