Sharing - Endowment Status Flow
ENDOWMENTSTATUS_20220524115316.zip
This flow solves the business problem of investing endowed funds in a timely manner when the sum of the pledge payments meet a certain threshold. If funds are not invested, they cannot be awarded since they will not draw a spending allowance. This flow looks at all endowment pledge payments from the prior month. It finds the original pledge and summarizes all of the pledge payments. If the sum of the pledge payments meet the threshold, the flow sends an email notification indicating that these funds are ready to be invested. Not investing endowed funds will never slip through the cracks!
Beginner skill level
Connecters:
Blackbaud Raisers Edge NXT
Blackbaud raisers Edge NXT Gifts
Office 365
Comments
-
Would you be able to share details of what filters you used to create your NXT gift list?
0
Categories
- All Categories
- 6 Blackbaud Community Help
- High Education Program Advisory Group (HE PAG)
- BBCRM PAG Discussions
- Luminate CRM DC Users Group
- DC Luminate CRM Users Group
- Luminate PAG
- 186 bbcon®
- 1.4K Blackbaud Altru®
- 389 Blackbaud Award Management™ and Blackbaud Stewardship Management™
- 1K Blackbaud CRM™ and Blackbaud Internet Solutions™
- 14 donorCentrics®
- 355 Blackbaud eTapestry®
- 2.4K Blackbaud Financial Edge NXT®
- 616 Blackbaud Grantmaking™
- 542 Blackbaud Education Management Solutions for Higher Education
- 33 Blackbaud Impact Edge™
- 3.1K Blackbaud Education Management Solutions for K-12 Schools
- 909 Blackbaud Luminate Online® and Blackbaud TeamRaiser®
- 207 JustGiving® from Blackbaud®
- 6.2K Blackbaud Raiser's Edge NXT®
- 3.5K SKY Developer
- 236 ResearchPoint™
- 116 Blackbaud Tuition Management™
- 375 YourCause® from Blackbaud®
- 160 Organizational Best Practices
- 232 The Tap (Just for Fun)
- 31 Blackbaud Community Challenges
- Blackbaud Consultant’s Community
- 19 PowerUp Challenges
- 3 Raiser's Edge NXT PowerUp Challenge: Gift Management
- 4 Raiser's Edge NXT PowerUp Challenge: Events
- 3 Raiser's Edge NXT PowerUp Challenge: Home Page
- 4 Raiser's Edge NXT PowerUp Challenge: Standard Reports
- 4 Raiser's Edge NXT PowerUp Challenge #1 (Query)
- 71 Blackbaud Community All-Stars Discussions
- 47 Blackbaud CRM Higher Ed Product Advisory Group (HE PAG)
- 743 Community News
- 2.8K Jobs Board
- Community Help Blogs
- 52 Blackbaud SKY® Reporting Announcements
- Blackbaud Consultant’s Community
- 19 Blackbaud CRM Product Advisory Group (BBCRM PAG)
- Blackbaud Francophone Group
- Blackbaud Community™ Discussions
- Blackbaud Francophone Group