The most recent content from our members.
Hi, I was wondering how everyone here gives credit to donors for gifts from their donor-advised fund? Currently, I place the check from the donor-advised fund under their record. However, my supervisor has recently learned that many organizations around the country are giving the company who provided the donor-advised fund…
My organization is looking to create a policy document on how AI can be used in fundraising. I am curious if anyone else has a policy they would be willing to share. Thanks!
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!
My team recently started implementing e-signatures on pledge forms and fund agreements instead of mailing out paper ones. After we get the form/agreement signed, I'm still printing out a paper copy for our records, in addition to saving a PDF on the donor's record in Attachments. I'm wondering, though, if printing out and…
I have no idea if Blackbaud will allow this post, but here goes. Anyone else feel this new fee is unethical? I do not understand how a company whose mission is to drive positive change in the world could, with 6 weeks notice, take such an enormous chunk of income directly out of their client's pockets. I've dome some…
Does NXT provide a way to track DAF intentions? Since a donor cannot use a DAF to make a payment towards a pledge, is there another way to track "intentions" (it is not legally a pledge, but they have verbalized their intent to donate x dollars over time and intend to make payments via DAF)? We want to be able to note that…
Our grants team has requested we include funders' EINs on their constituent record in RE to help them distinguish between entities with similar names and to have the information handy for export. Where is everyone storing an EIN? Did you create a custom field / attribute? My immediate thought was alias, but we already…
I am looking to host a RENXT in person user group! Let's talk about how we use RENXT, how we are moving from RE database to NXT and any other issues. Please let me know if you are a RENEXT user in the Hudson Valley, NY and would like to participate in an in person user group in Poughkeepsie in the next month or so. I can…
We have significant concerns about this change as it relates to Canadian privacy laws, best practices, and donor accessibility, which we believe must be addressed before moving forward. Our organization operates under Canadian privacy legislation and industry guidelines that explicitly advise against collecting CVV…
Hi, I am working to create best practices and policies for my organization. We currently have many solicitors who are no longer working for the organization assigned to constituents and we are looking to create a clean way to pull give/get reports for Board members. Two questions: How do you determine who is a solicitor…
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