Fund statements (pulling data from both RE and FE?)

Roxanne Fry

We converted to Blackbaud products about a year ago, and this is the first time we're ready to prepare and mail fund statements to fund advisors. We've asked tech support how to do this, and we've been told that there's no way to pull financial info for a specific period and connect it with those constituents that have a "fund statement" Relationship. During our conversation with tech support, we were told that we were the first community foundation they've heard of that wanted to prepare and mail fund statements to fund advisors. We're thinking that perhaps we're not correctly explaining our goal to tech support, because surely other community foundations send fund statements of some sort? You can see a sample of our fund statement here: http://goo.gl/kXrQz. It's also attached. We welcome any and all feedback re: your current processes and approaches for mailing fund statements to fund advisors! Thanks, Roxanne Fry

Joshua Bekerman bCLO bCRE

Roxanne fry:
We converted to Blackbaud products about a year ago, and this is the first time we're ready to prepare and mail fund statements to fund advisors. We've asked tech support how to do this, and we've been told that there's no way to pull financial info for a specific period and connect it with those constituents that have a "fund statement" Relationship. During our conversation with tech support, we were told that we were the first community foundation they've heard of that wanted to prepare and mail fund statements to fund advisors. We're thinking that perhaps we're not correctly explaining our goal to tech support, because surely other community foundations send fund statements of some sort? You can see a sample of our fund statement here: http://goo.gl/kXrQz. It's also attached. We welcome any and all feedback re: your current processes and approaches for mailing fund statements to fund advisors! Thanks, Roxanne Fry

 Hi Roxanne,

 What information on your fund statement is stored in RE?  It looks like all of the information could be pulled from FE (depending on your specific policies, of course). 

 

 Thanks,

Josh