When I reconcile at the end of each month, I find isolated pledges and the corresponding payments where the appeal does not match. In our annual campaign, this is critical because it causes reporting and rebates to our parishes to be incorrect. Ou...

We enter gifts as batches and we receive credit card info. Sometimes the EFT works and other times it doesn't. We were just told we have to do 1 batch per 1 EFT. Please allow us to do batch EFT's Thank you

Currently we cannot separate the recurring credit card batches into "annual" and "consolidated receipts". Annual people expect a receipt immediately, not at financial year end but it is impossible to separate OR raise receipts just for them. I've ...

If the Solicitor choice in Gift Defaults could be set up like it is in Action Defaults, then we could select the donor's Staff Partner with Date To blank (we only allow one per donor), then the solicitor could fill in automatically in the Gift Def...

We just had a fundraising event where donors made pledges for the upcoming year. They also received goods and services that need to be deducted from the charitable portion of their pledge. When I add the benefit to the pledge record, the receipt a...

We are receiving matching gifts from matching gift companies through other Fund-raising consortia. We are receiving no prior information regarding the matching gift so as to be able to post a mg pledge and are not permitted by our auditors to post...

For corporate matches of multi year pledges to ensure accurate communications and reporting including cash flow forecasts.

Raiser's Edge will not allow you to enter a match for a gift that is applied to a planned gift. It does allow you to match the Planned Gift, but this seems counter intuitive; I would rather match the realized revenue than a planned gift that may n...

Being able to run a report or query on deleted gifts in RE would be helpful so you can tie this out with the posting journal in FE and project report. We had a person prior to me delete gifts in RE instead of making adjustments. Now deleted gifts ...

Right now when I have an exception batch for the constituents who are on credit cards, I need to get all their information and create an invoice on an individual bases (100 individuals). If invoices can be created from the pending exception batch ...