Recipients of scholarships and other institutional awards - where entered in Raiser's Edge?

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Justin Traxler
Justin Traxler ✭
Ancient Membership Name Dropper First Reply
in Blackbaud Raiser's Edge NXT®: General Discussion
Where and how are higher ed institutions entering:

1) internal scholarship award recipients (e.g. John Smith and Jane Smith are the recipients of the ABC Alumni Association Scholarship Fund) related to financial aid

2) internal awards that may not involve any financial aid awarding but are given out by different academic departments to students. Some could tie back to specific gift funds on Raiser's Edge.

3) any other institution awards that are regularly recognized and may be given to students OR to other constituents (e.g. an alumni award, a faculty recognition award, etc.)


Are you entering them as fund relationships, org relationships, attributes, or elsewhere?


For item 1 in particular: We currently record scholarship / endowment contacts on the fund record as a relationship, but only those contacts.  I've heard before about scholarships having an org record created to "house" all the complicated relationships, especially recipients.  If you are using org records for this, what are the advantages and can you share how you are entering them?


Thank you.
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  • Christine Cooke 2
    Christine Cooke 2 ✭
    Ancient Membership Facilitator 4 Name Dropper Photogenic

    Justin Traxler:

    Where and how are higher ed institutions entering:

    1) internal scholarship award recipients (e.g. John Smith and Jane Smith are the recipients of the ABC Alumni Association Scholarship Fund) related to financial aid

    2) internal awards that may not involve any financial aid awarding but are given out by different academic departments to students. Some could tie back to specific gift funds on Raiser's Edge.

    3) any other institution awards that are regularly recognized and may be given to students OR to other constituents (e.g. an alumni award, a faculty recognition award, etc.)


    Are you entering them as fund relationships, org relationships, attributes, or elsewhere?


    For item 1 in particular: We currently record scholarship / endowment contacts on the fund record as a relationship, but only those contacts.  I've heard before about scholarships having an org record created to "house" all the complicated relationships, especially recipients.  If you are using org records for this, what are the advantages and can you share how you are entering them?


    Thank you.

    I have always entered them in Primary Education Attributes: Category Awards/Scholarships, Description as a drop-down of the awards and scholarships that are distributed and Comments have the academic year that they received the award/scholarship.
  • Rita Bayer
    Rita Bayer ✭
    Ancient Membership Facilitator 1
    I set up an org for each scholarship and attach the recipients as relationships.Funds and fund contacts can be attached. On the media tab, I attach scanned images of endowment reports, student thank you letters, and the initial scholarship documentation that the donor signs. On the notes tab I add a note for award criteria and fund history. On the attributes tab I add fields that can be exported for endowed fund reports, i.e, date established, create fund report (yes or no). For the constituent code, I identify the type of fund, i.e., Endowed Scholarship, Endowed Library Fund, Cash Scholarship (and I can check the inactive box if it was a one-time only scholarship). On the Org tab I add an Alias that I use to sort a list of scholarships for reports.Thinking into the future, we will also be able to solicit students later in life when they are alumni for donations to scholarships.

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