Rules & Procedures for Database Entry

Hello Blackbaud community members,

Would anyone be willing to share examples of your organization's database entry guidelines that are used across the board by all Blackbaud users who enter gifts, new constituents, edit constituents, etc?

Thanks,

Andrew Carten/ Development Manager/ Massachusetts Alliance of Portuguese

Comments

  • When I hit “send”, so that the document is attached. ?

  • I am interested in the same for BB Grantmaking

  • Jennifer Kluh
    Jennifer Kluh Community All-Star
    Kudos 5 Fifth Anniversary All-Star Challenge: End of Year Fundraising Toolkit Name Dropper

    This is very useful. That you for sharing this?

  • Thanks Karen!

  • Thank you Karen

  • Rachel Cavalier
    Rachel Cavalier Community All-Star
    Seventh Anniversary Kudos 5 Agents for Good Fall 2025 Product Update Briefing First Reply

    @Karen Phillips Angela worked for a charity called Solid Ground a few years back and kindly shared the policy and procedures documents that they put together for ages after she moved to pastures new, but then I think wherever it was hosted wanted to start charging and she had to remove the files. Anyway, I downloaded the zip file back when she let us know that it wouldn't be online anymore.

    I've uploaded it to WeTransfer since I was never able to get it hosted on the Blackbaud community somehow. That link will be good for a week. Maybe someone can host it online somewhere more permanent?

    #policiesandprocedures #policyandprocedures #Procedures #policies

  • Thank you, Rachel – this is great and so appreciated!

  • @Karen Phillips - I am also looking for a Gift Entry policy and procedure. Thank you for sharing this document.

  • Thanks, Rachel. What a pity that these can't be saved and shared within Blackbaud Community as they were years ago. I'm grateful you found a way to share this with others.

    Perhaps it could be shared with the Facebook RE User Group to be uploaded to their Files section.

  • Karen Phillips:

    Hello Andrew. Saw your post about procedures for database entry. I'm looking for one about gift entry, too. However, I recently found a pretty amazing document in our last DBA's folder (she's been gone a couple of years). It's called The Raiser’s Edge Policies and Procedures. I'm not sure where she found it, but she did some edits to it to reflect our organization. It's a Word document so easy to edit. I found a number of these in her folder, except the one I want the most – gift entry. The outline for gift entry is there but not the full document. A couple of them have a name on them - Angela Bertrand. I researched her and there is some info from 5-6 years ago about her relationship with BB, but I can't find anything current. I've tried attaching the document mentioned above but it doesn't seem to be working. Feel free to reach out if you would like me to email these to you. I am the Director of Donor Services at Amarillo Area Foundation in Amarillo, Texas.

    Hello, I see the attached file! It seems to be working.

  • Hi Rachel - any way to get a new copy of this zip file?

    Thanks,
    Ed

  • Rachel Cavalier
    Rachel Cavalier Community All-Star
    Seventh Anniversary Kudos 5 Agents for Good Fall 2025 Product Update Briefing First Reply

    @Edwin Blackwood

    I've uploaded the file to WeTransfer again - it'll be there for another 7 days.

    If anyone would like to upload to the Facebook group, or host the files elsewhere, please do!

  • Got it, thanks Rachel!

  • Wow! This is super helpful, I was able to grab a whole bunch of examples. Thank you so much!!!!!!

  • This was very helpful! Thanks for posting!

  • Carrie Powell
    Carrie Powell Community All-Star
    Kudos 5 Fifth Anniversary Raiser's Edge NXT Fall 2025 Product Update Briefing Badge First Reply

    Thank you SO much for sharing your files, @Spring Velazquez! There's always so much to learn from how others do things.

  • Oooh, thank you Spring! I am always looking for more examples and references to add to my own little dragon hoard.

  • @Spring Velazquez
    I think I accessed this folder a few months ago and I thought I had saved some files to look at later (now) and can't seem to find them and your link isn't working. I'm looking for some sample manuals to peruse as we start putting ours together. Two organizations merged and are migrating two databases to Raiser's Edge and I'm at that point where I need to start piecing together a Policy & Procedure manual. Can you pretty please reshare?

  • @Dawnielle Foussard we moved everything to Google drive library. You can download anything to edit in your own space: