Sharing - Endowment Status Flow
ENDOWMENTSTATUS_20220524115316.zip
This flow solves the business problem of investing endowed funds in a timely manner when the sum of the pledge payments meet a certain threshold. If funds are not invested, they cannot be awarded since they will not draw a spending allowance. This flow looks at all endowment pledge payments from the prior month. It finds the original pledge and summarizes all of the pledge payments. If the sum of the pledge payments meet the threshold, the flow sends an email notification indicating that these funds are ready to be invested. Not investing endowed funds will never slip through the cracks!
Beginner skill level
Connecters:
Blackbaud Raisers Edge NXT
Blackbaud raisers Edge NXT Gifts
Office 365
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Would you be able to share details of what filters you used to create your NXT gift list?
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