Tracking Marriage Anniversary Date in RE

Lauren Basta

Hello, I am looking for the best ways to track Marriage Anniversary Date in RE. Can anyone share how they are entering this informaition? Thanks!

Jen Claudy

[Date From] on the Relationship Record.

Angie Kemp

Lauren Basta:

Hello, I am looking for the best ways to track Marriage Anniversary Date in RE. Can anyone share how they are entering this informaition? Thanks!

We use the "Date From" field on the Spouse relationship record, but we also keep it written very plainly "Marriage Anniversary is 11-11-11" as a note on the Notes tab. We started doing this so it was easier at a glance for our gift officers to go in and learn any useful notes collected about the donor over the years in one collective area.

Lauren Basta

Thank you!

Lauren Basta

Angela Kemp:

Lauren Basta:

Hello, I am looking for the best ways to track Marriage Anniversary Date in RE. Can anyone share how they are entering this informaition? Thanks!

We use the "Date From" field on the Spouse relationship record, but we also keep it written very plainly "Marriage Anniversary is 11-11-11" as a note on the Notes tab. We started doing this so it was easier at a glance for our gift officers to go in and learn any useful notes collected about the donor over the years in one collective area.

 

Thank you, Angela!

Lauren Basta

Jen Claudy:

[Date From] on the Relationship Record.

Thank you, Jen!

Heather MacKenzie

Lauren Basta:

Hello, I am looking for the best ways to track Marriage Anniversary Date in RE. Can anyone share how they are entering this informaition? Thanks!

We do the same, the date from on the relationship record.  If you only have the month and day, you can still enter it there with 9999 as the year.

Lauren Basta

Thanks, Heather!

Lauren

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LaurenBasta | Development ServicesManagerlbasta@bishopodowd.orgOffice: (510) 577-9100 ext. 307Bishop O'Dowd High SchoolSupport O'Dowd students with your gifttoday

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Heather MacKenzie

Lauren Basta:

Hello, I am looking for the best ways to track Marriage Anniversary Date in RE. Can anyone share how they are entering this informaition? Thanks!

I also just found a record in my database where the anniversary date was recorded 2 places - where I detailed in my first answer to you, but also as a phone type of "Notes" (formatted as a text field) on the Other tab in the phone & email area of the Bio 1 tab.  I like it there too, so I'm going to see if I can make that our standard practice.  Yes, it's a bit of redundancy, but I have people who look different places in the records for their information, so something like this would be nice to have available in more than one spot.

Lauren Basta

Thanks, Heather. It seems like that is a good way to do it,
too. And that it is able to be reported on both ways (ex: running a
query on anniversaries that fall in December).

Thanks,

Lauren


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LaurenBasta | Development ServicesManagerlbasta@bishopodowd.orgOffice: (510) 577-9100 ext. 307Bishop O'Dowd High SchoolSupport O'Dowd students with your gifttoday

Finding God in All Things