How do you enter your Grants and Events numbers in RE NXT?

Rose Meyer

Our Org only has two Fundraisers and the rest is considered part of the House or Team (Grant Writer / Community Relations / Volunteer Manager, etc.).. How do you identify the Fundraiser without it going to a specific person? Our Grants and Events, etc. are all considered "it takes a village" and our Executive Director doesn't want staff to be considered Fundraisers. Do you just not have a set Fundraiser on those accounts? Do you come up with a generic name for each category? We are trying to establish a Best Practice and we are a medium sized Org (around $2 million). We've been in RE for more than a year now and migrated from eTapestry so we are still trying to get everything sorted and want to make good foundational decisions before we go much further. The last thing my ED wants is having his name or another staff members name on the Dashboard as a Fundraiser. Can you please tell me how you set up your accounts and what has worked best for you if you've had this situation? Thank you so much!

JoAnn Strommen

How do you want the fundraiser identified? Do you need it assigned to someone? Fundraiser was not a required field of entry at either org where I have worked.


If you need it assigned for purposes of reporting/dashboards or something, have you considered a record for "Mr. Team Fundraiser," akin to an "Unknown" record.


If I recall correctly when we did want to attribute each gift for a small campaign we ran for some reports, we just used our "Unknown Solicitor" record in that case.

Heather MacKenzie

The fundraiser field on gifts is not mandatory unless you make it be so. You could just leave it blank. Or do what JoAnn Strommen‍ suggests and have a constituent record to use named something like "Village Fundraiser," "Team Fundraiser" or whatever name you come up with.

Crystal Bruce

Discussion moved to RENXT forums. Thanks!