The most recent content from our members.
Hi everyone, We’re running into a situation in Raiser’s Edge and I’m curious how other shops handle it. We received a $50,000 gift from Bank of America Charitable Gift Fund (DAF), so the hard credit is on the DAF, not the individual donor. However, the gift fulfills two $25,000 planned gifts associated with the individual…
A couple months ago, I imported birthdates to our constituent records. It appears, that for some, not all, the spouse record (both constituent and non-constituent) received the birthdate added to their record, as well. I've certainly got a cleanup project ahead of me. But the big things: I'm not sure where I went wrong or…
After a recent SQL Server migration (2017+), we started getting the classic CLR assembly trust error when opening constituent records in Raiser's Edge 7: An error occurred in the Microsoft .NET Framework while trying to load assembly id XXXXX. The server may be running out of resources, or the assembly may not be trusted…
My university is transitioning from SAP to Workday in July. Would anyone with experience in the Raiser's Edge/Workday integration be willing to share how they successfully implemented Workday, as well as any hurdles they encountered? Any information is EXTREMELY appreciated!
I’m looking for insight from users of Omatic’s ImportOmatic and their newer Database Assistant tool. Looking for feedback on ease of use, ease of implementation, Omatic’s support, etc. as we are considering purchasing these tools. I have seen similar posts on this forum but most are a few years old so am looking for more…
Prospect Insights is a new product from Blackbaud. I'd like to hear from the community what you think about it. Is it something you'd be willing to invest in, especially for organizations with limited personnel or research capabilities?
I'm trying to find information about how to import fund attributes for existing funds in RE. I have looked at the import tool in db view, but I am not sure if this is the best way. We also have Omatic cloud and Import Omatic. Knowledgebase article 39351 had a link that looked promising but when I went there, the page no…
Is an organization located in the US allowed to require the CVV in writing on a remit envelope?
We have identified few people in our organization(faculty/deans) who can and are able to help fundraisers network more with Alumni's, Companies and in general support the university fundraising efforts. We are thinking coding them as attributes or somehow identify them as allies to the department. I would like to get some…
I had this question today from our gift processor — how to change the Appeal on a gift in NXT. This can be done in database view easily enough, but we're encouraging users to move away from RE7; this is one of the workflows we don't have a plan for because it doesn't seem to be possible. When we go to a gift rcord and use…
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