Best practice for entering gifts to match up to management accounts - UK

Vicki Dutton

Hi there.


I have recently taken up the post of Data Manager at my charity. I have not used RE before but have used similar databases, so i was wondering if anyone had experience with coding gifts and how this can then relate back to the financial accounts?


I want to use coding to be able to report on income from RE, so we can see where our money is coming from i.e. community, individuals, corporate's and why they have given it to us i.e fundraised money, one off donations, sponsorship etc.


Any help would be greatly appreciated.


Thanks


Vicki

Austen Brown

Hi Vicki Cronley‍ - What you would like to do depends heavily on how RE communicates with your org's financial department's database.  For instance if they have FE and it is integrated with RE, then any gift's date, amount, fund, and gift subtype will be communicated.  That would leave you the opportunity to create a gift entry structure in the remaining fields (most likely Campaign, Appeal, and Package) that would yield the results you are looking for.  If you have not already, I would recommend getting a copy of Bill Connors book "Fundraising with The Raiser's Edge: A Non-Technical Guide".  It's a great way to get more familiar with the system, its capabilities, and think through the best way to use the software. 


Feel free to reach out to me if you have any questions. Good luck!