Is anyone use Raiser's Edge to track grant expenses

Jan Brand
Jan Brand
Seventh Anniversary Kudos 1 Participant Facilitator 1
in Raiser's Edge NXT Discussions
We do not have the grants module, nor do we use FE. I am wondering if anyone uses Raiser's Edge to track grant expenses. I tried creating an event for each grant, and entering expenses there. I ran into reporting problems when we received grant payments in multiple installments. I would appreciate any suggestions, even if it is outside of RE.
Tagged:

Comments

  • Faith Murray
    Faith Murray Community All-Star
    Tenth Anniversary Kudos 5 Chat for Blackbaud AI Challenge First Reply
    We have not used RE to track Grants expenses, but we have used it to track Appeal expenses, and that should cross over well. Just create an Appeal for the grant (makes sense in a way, as a grant proposal is a type of donor ask with a very small mailing list). Track your expenses in the Attributes/Expenses tab. Then enter your multi-installment grants as a multi-year pledge credited to the Appeal. What kind of reporting hitches are you bumping up against?

Categories