Collection Tins

Lou Adams

Hi all,

I was wondering if anyone could share how they track income from collection tins in Blackbaud Raiser’s Edge?

At the moment we have our own system, which involves using constituent profiles for each tin. Further to this, we use the relationship module between the company constituent profile and the tin profile to check them in / out.

How does everyone manage theirs?

If anyone has advice, examples, or best practices they could share, I’d really appreciate it.

Thanks in advance,

Lou

Aldera Chisholm

Hi Lou,

The system I've most often used is pretty similar to yours. Either using a record like the one you mention, or a generic Anonymous Gifts record, and recording the gifts there. We would also use a dedicated appeal for the overall drop boxes/tins to track this for reporting, with packages for track specific tins. I'm looking forward to seeing what other ways folks have used as well!

A

Laura Neidhold

Hi Lou,

We use a similar system as Aldera described. All gifts go under an Anonymous Gift record, and then are tracked using "Donation Box" appeal and a package that indicates the location where the funds were donated.

Austen Brown

Echoing the chorus - I've recorded these under an Anonymous record, tracked by the appeal.

Bobby Steurer

https://community.blackbaud.com/discussion/comment/306925#Comment_306925

^^^ This is the way.

Lou Adams

https://community.blackbaud.com/discussion/comment/307142#Comment_307142

Brilliant. Thank you so much everyone for the enlightening conversations. It's great to know that we've all been working along the same lines. I do have a further question for those who mark their donations as anonymous. Do you have a thanking procedure for the businesses which hold the tins? For us, as we are a small local charity, we like to send a thank you letter. We find it much easier to do this through the mailing module of RE, which of course requires a dedicated constituent. It would be great to hear how others navigate this.