Blackbaud User Society - Forum Kunena Site Syndication http://blackbus.org/ Thu, 23 May 2013 05:44:52 +0000 Kunena 1.6 http://blackbus.org/~blackb30/components/com_kunena/template/default/images/icons/rss.png Blackbaud User Society - Forum http://blackbus.org/~blackb30/ en-gb Subject: Matching Gifts Question - by: Melissa Siobhan http://blackbus.org/~blackb30/index.php?option=com_kunena&func=view&catid=102&id=41558&Itemid=321#41898 http://blackbus.org/~blackb30/index.php?option=com_kunena&func=view&catid=102&id=41558&Itemid=321#41898
First, no organization should be transmitting MG Pledges to finance as actual pledges since the org has not committed the money - the form you get simply states that the donor has applied - no guarantee the company will pay - therefore it cannot be considered a Pledge in the financial sense. In this way your CFO is right.

Where your CFO is wrong is in that you should not be entering them at all. The primary reason MG pledges are separate from Pledges is that they are treated differently. You absolutely should be using the MG Pledge gift type so you can track the "potential revenue" we'll call it. You just DO NOT post it as a pledge in finance. You never even notify finance of it.

The first your finance department should hear about a MG is when the payment arrives. At that point it should be treated as an outright gift. If you post properly to Finance - all of this can be done in RE WITH using MG pledge gift types.]]>
The Raiser's Edge 7 (RE7) Wed, 22 May 2013 21:09:29 +0000
Subject: Appeals - by: Melissa Siobhan http://blackbus.org/~blackb30/index.php?option=com_kunena&func=view&catid=102&id=41867&Itemid=321#41869 http://blackbus.org/~blackb30/index.php?option=com_kunena&func=view&catid=102&id=41867&Itemid=321#41869
I have seen where others create an "old appeal" appeal type of sorts as a catch all for all gifts entered from appeals that have already been inactivated.

I can say that either approach is ok but what I do not recommend is choosing an altogether different appeal that was sent more recently and attributing it to that one. You have no clue if the constituent even opened that appeal so do not give it credit - you would be invalidating any analysis or testing you are doing with that appeal.]]>
The Raiser's Edge 7 (RE7) Tue, 14 May 2013 20:57:33 +0000
Subject: Payments not added to a batch. - by: Kraeg http://blackbus.org/~blackb30/index.php?option=com_kunena&func=view&catid=102&id=41830&Itemid=321#41830 http://blackbus.org/~blackb30/index.php?option=com_kunena&func=view&catid=102&id=41830&Itemid=321#41830 There are some BB KB articles about it, stating it is possible that this happens, and offering some (but not all, I assume) reasons why.]]> The Raiser's Edge 7 (RE7) Fri, 03 May 2013 00:31:26 +0000 Subject: Batch Numbers and Bank Deposits - by: Kraeg http://blackbus.org/~blackb30/index.php?option=com_kunena&func=view&catid=102&id=41768&Itemid=321#41774 http://blackbus.org/~blackb30/index.php?option=com_kunena&func=view&catid=102&id=41768&Itemid=321#41774
Could you use the deposit number in the batch description? Would that show on the report?]]>
The Raiser's Edge 7 (RE7) Tue, 23 Apr 2013 20:37:01 +0000