Goal Setting for Each Constituent

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Kari HammettCaster
Kari HammettCaster ✭
Ninth Anniversary First Reply
in Blackbaud Raiser's Edge NXT®: General Discussion
In our individual giving program, we set a fundraising goal for the year (along with expected month of gift) for each constituent. We do not want to connect them with a fund or campaign, but rather just a goal. Where would be the best place we can record this? We need to be able to report on it as well. One option I found was under "assigned solicitor", but I couldn't find where that would come out in reporting. What have other people used as NXT to make this front and center for each person, plus reportable?
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  • Karen Stuhlfeier
    Karen Stuhlfeier ✭
    Tenth Anniversary Facilitator 3 Name Dropper Photogenic

    A proposal -  or an opportunity as they're called in NXT.  You don't need to assign a specific campaign or fund and you can call the purpose of the proposal something like FYI 16-17 Goal Opportunities are front and center in your. NXT Work Center. 




    Kari Hammett-Caster    :

    In our individual giving program, we set a fundraising goal for the year (along with expected month of gift) for each constituent. We do not want to connect them with a fund or campaign, but rather just a goal. Where would be the best place we can record this? We need to be able to report on it as well. One option I found was under "assigned solicitor", but I couldn't find where that would come out in reporting. What have other people used as NXT to make this front and center for each person, plus reportable?

     

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