Constituent records

Sharon Rein
Sharon Rein
Tenth Anniversary Participant Facilitator 1
in Organizational Best Practices General Discussions
Where should I add if a person receives financial aid on a person's record?

Comments

  • Karen Stuhlfeier
    Karen Stuhlfeier
    Tenth Anniversary Kudos 5 Name Dropper Participant
    We consider that to be private information that's not used for fundraising purposes and we don't store it in Raiser's Edge. If an alum wishes to share that information with us later that's up to them.
  • Stacy Evans
    Stacy Evans
    Sixth Anniversary Kudos 2 Name Dropper Participant
    Hi Sharon,


    Different companies have different policies. Some companies store everything in RE. If it doesn't go against your company's policy, it goes in the notes section. It won't show up in reports unless you query it.
  • Christine Cooke
    Christine Cooke
    Tenth Anniversary Kudos 5 Name Dropper Participant
    At schools - this information can be helpful in fundraising efforts -- especially if you are trying to measure parent/family participation. For many years I have seen this info used in that regard. If a family received financial aid, then we know that we should consider a different approach from others. It depends on if your school puts more weight on participation vs. hitting a dollar goal. Of course both are important but at some point a choice is made.


    It is confidential info, and my DoD, at every school I've been at has wanted that info, so it has been their job to get it from our finance department.


    We agreed it needed to stay discreet in RE so that upon viewing, if you were not the "inner circle" you would just see an acronym that wouldn't make any sense. We keep it in Constituent Attributes in the category of Family Info with the Description being one of the acronyms we came up with and then in Comments we put the school year using xxxx-xxxx (4 digit years). Keep it simple with one for full aid, partial aid and paid in full (which can also be informative to your ask approach). No need for percentages or dollar amounts!
  • Elizabeth Perron
    Elizabeth Perron
    Eighth Anniversary Kudos 5 Name Dropper Participant
    Hi


    I have moved this forum post from the Help Forum to the Organizational Best Practices Community to share the great community knowledge on this thread and in hopes of getting more eyes & replies...


    In harmony and inclusion,

    Elizabeth

    Blackbaud Community Team
  • Jennifer Gallo
    Jennifer Gallo
    Ninth Anniversary Name Dropper Participant Facilitator 1
    We store it in Educational Attributes. We use the info to gather our testimony speakers for future fundraising events.
  • AnnMarie Schell
    AnnMarie Schell
    Fifth Anniversary Kudos 2 Participant Facilitator 1
    Whenever we need that info for anything, like reporting on scholarship funds that we've raised, we go to our Financial Aid office. It's a matter of checks and balances, showing that all of our fundraising for those scholarships actually went to recipients. In reality, it's under the Financial Aid office's purview, but we follow all confidentiality requirements in reporting on our scholarship fundraising (or any other funds for that matter), and it's somewhat of a joint effort. We also track some of the scholarship's financials under the fund record itself--instead of the constituent record.
  • Jeannie Goings
    Jeannie Goings
    Fifth Anniversary Kudos 2 Name Dropper Participant
    We had this in our legacy system and since there is no place to store this in RE it converted as an attribute.

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