The most recent content from our members.
Hi All, I was just wondering if anyone else is experiencing any issues with the grid view gift batches in web view? Our Individual Giving Manager is trying to process our automatic gift batches, adding the appeal and campaign, but it wont let her type anything at all. No drop down box. We also don't seem to get anything…
Hey everyone, I am currently looking at best practice when it comes to thanking supporters and would love to learn from how other organisations are doing this in RE NXT. Do any of you use Letter Box by Red Arc, or any other third-party tools, to manage and automate your thanking (letters, emails, batching, triggers, etc)?…
My institution is attempting to drive forward a University level data governance policy and I am sitting on the working committee for that project. I thought I would lean into the wonderful bee hive here to see if anyone else works at a University where they have a published governance policy that might help the committee…
Hi all! I've been with my organization for about a year. I'll admit I'm old school and have always used titles for Addressees. My new place is pretty anti-title and I'm adjusting (who says you can't teach an old dog new tricks?!) but still have some questions. 1. Are other organizations still using titles? 2. What about…
Hi everyone, my company had 31k constituents uploaded from a platform named Neon1. The data that was uploaded seems to have been simply uploaded but not in a clean, correct way. For example, relationships to organizations aren't linked, multiple profiles created for the same organization, or individuals linked to empty…
I would love to have a chat with someone who uses the RE NXT prospect module. I am looking at best practices someone is willing to share. Please email me - claudia@leuchie.org.uk - thank you!
The Giving Statement feature in NXT can be a complete nightmare. I don't know if anyone has used this feature but I advise to use the database capability. It is very easy to accidentally send e-mail giving statements in a second. There is no prompt confirming that you want to email a statement (or a batch of statements)…
When donors give online and opt to cover the additional credit card fees, what fund do you put that to? For example, if a donor gives $100 to a restricted funds and pays the $4 in fees, do you put the entire $104 to the restricted fund, or do you put $100 to the restricted fund and $4 to an operating/unrestricted fund? We…
Hi, I am looking for advice as to how to set-up an easy to pull report that will show gifts given by relationships of board members, essentially satisfying a give/get. Does anyone know how to do that? Thank you!
Our organization uses Raiser's Edge for gift documentation within the development department. Our finance team recently onboarded to Financial Edge, but has not integrated with RE yet. Can any organizations in a similar position share their most efficient bank reconciliation process?
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