Campaigns Funds and Appeals

Darlene Ellis
Darlene Ellis
Fourth Anniversary Kudos 1 Name Dropper Facilitator 1
in Blackbaud Raiser's Edge NXT®: General Discussions

I've worked with RE at a non profit for many years. Recently, I moved to another non profit and trying to clean up their database. They do things a little different. What is the correct way to use the Appeal? Before, I always used the appeal to show why the donation was made. For example, if a letter for Golf was mailed, the assigned appeal would be “20XX Golf”. If a gift was received, it would be entered as appeal “20XX Golf” and the package would be “sponsorship” or “event fee”.

Currently they use appeals for what I would use packages. Just curious what everyone else does?

Comments

  • Barbara Kunkel
    Barbara Kunkel
    Kudos 5 Fourth Anniversary Name Dropper Participant

    Hi @Darlene Ellis, I have worked for two organizations that use Appeals, as you have noted you are familiar with. I don't believe there is a right or wrong way as long as your organization is consistent with using Campaigns, Funds, and Appeals.

  • Crystal Bruce
    Crystal Bruce admin
    Tenth Anniversary Kudos 5 Commented in Discussion First Reply

    Hi Darlene, is this question related to RE or eTapestry? If it is RE, I can move it to the correct community. Thanks!

  • Crystal Bruce
    Crystal Bruce admin
    Tenth Anniversary Kudos 5 Commented in Discussion First Reply

    Discussion moved to RENXT Community. Thanks!

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