Hi is there a way to get a list of first gifts instead of one at a time? this is the endpoint: https://api.sky.blackbaud.com/constituent/v1/constituents/{constituent_id}/givingsummary/first
Is there anyway to add an annual goal for a solictor? I see that we can add goals for a campaign, a fund, an appeal, and unspecified. But is there a way to see the total annual goal for the solictor which would include giving to any fund or appeal? TIA
Is anyone in this group working with a direct mail marketing company called RKD Alpha Dog and using their Bytespree connector to transfer data? How has your experience been? Are you able to control the settings of the connector and make updates to the rules as needed? They are asking for permission for query and export. I…
Am I thinking about this correctly? We are about to start a comprehensive campaign (pending board approval.) We have a preliminary list of top-50 donors with ask amounts. To get started, should we create the Campaign, and under that the three Funds (two capital projects and one endowment raise?) And then attach the…
Hello everyone! I hope all is well. Seeking advise. Gift officer leaves organization. Solicitor assignments are now switched to “former” with the “date to”. The former gift officer has outstanding proposals. Leadership wants to review and reassign the former gift officer’s solicitor assignments and the proposals the former…
As part of our stewardship, we like to send note cards or some special acknowledgement for first time gifts and on the anniversary of their first gift. Most of the time using the first gift date works perfect for pulling the information. We've noticed that especially with alum, that if they have attended an event, say home…
We were the beneficiary of a donors life insurance policy and we just received the money. Should it be recorded in the donor's record or the life insurance record?
Last month we were still using our previous processing portal for online gifts. I set up a batch, dated it 9/30. I entered the gifts as they came in throughout the month and dated them the date they came in. I just committed it and posted it to the GL but it only posted the transactions dated 9/30. How do I get the rest of…
what does everone use for giving Tuesday? Do you use a platform that talks with Raisers Edge? Just emails and FB posts using a link to the donation page or?
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