Tracking Departmental Credit

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Ronnie Johnson
Ronnie Johnson
Ninth Anniversary First Comment Facilitator Level 1
in Blackbaud Raiser's Edge NXT®: General Discussion
Hello,

We are currently using a combination of Appeal Category and gift subtype to track which department may have been responsible for bringing the gift in. Are there other organizations out there that track departmental credit in Raiser's Edge against gifts. What are you using?
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  • Amy Dana
    Amy Dana Community All-Star
    Tenth Anniversary 500 Likes 100 Comments Photogenic

    Ronnie Johnson:

    Hello,

    We are currently using a combination of Appeal Category and gift subtype to track which department may have been responsible for bringing the gift in. Are there other organizations out there that track departmental credit in Raiser's Edge against gifts. What are you using?

    Are you using the Gift Solicitor for anything? You could make the departments a Constituent and give them credit that way, or give individual Solicitors credit and then set up Queries to group each individual by department.

  • Ronnie Johnson
    Ronnie Johnson
    Ninth Anniversary First Comment Facilitator Level 1

    I will check. That helps. Thanks for the
    suggestion.

     

    Thank
    you,

    Ronnie
    Johnson

    Lead Financial Systems
    Analyst

    Corporate Finance

    Phone: (404)-785-5987

    Email: ronnie.johnson@choa.org

     

  • Christine Cooke 2
    Christine Cooke 2
    Ancient Membership 1000 Comments 500 Likes Name Dropper

    Ronnie Johnson:

    Hello,

    We are currently using a combination of Appeal Category and gift subtype to track which department may have been responsible for bringing the gift in. Are there other organizations out there that track departmental credit in Raiser's Edge against gifts. What are you using?

    If you always track departmental credit for cultivating a gifts I would suggest having a record for each department and making that record a Solicitor, then when there is a gift, it can feed that department/soliictor into the gift ... also into Actions and so on.
  • Heather MacKenzie
    Heather MacKenzie
    Tenth Anniversary 1,000 Likes 1000 Comments Photogenic
    We currently do not track departmental credit, but I would do it the solicitor method way that Amy and Christine have spelled out here.  Good stuff, ladies!

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