#Raiser's Edge Gift Types

[getdatabasey]

Raiser's Edge Database Consultants

Raiser's Edge is a comprehensive fundraising and donor management software widely used by nonprofit organizations. To maximize its effectiveness and ensure accurate data management, it is essential to follow best practices. This document provides guidelines for implementing best practices in various areas of Raiser's Edge usage.

Data Entry and Maintenance

2.1. Consistent Data Standards: Establish clear guidelines for data entry, including naming conventions, address formats, and standardized codes. Consistency ensures data integrity and facilitates reporting and analysis.

2.2. Regular Data Audits: Perform routine data audits to identify and correct errors, duplicates, and inconsistencies. Regular audits help maintain data accuracy and enhance the quality of constituent information.

2.3. Accurate Constituent Information: Ensure that constituent records contain complete and up-to-date information. Regularly update contact details, giving history, and engagement information to support personalized communication and targeted fundraising efforts.

Gift Processing: 3.1. Clear Gift Entry Procedures: Establish clear guidelines for gift entry, including gift types, revenue codes, and acknowledgment requirements. Consistent gift entry procedures ensure accurate financial reporting and proper acknowledgment of donors.

3.2. Batch Entry and Reconciliation: Utilize batch entry functionality to process gifts efficiently and accurately. Regularly reconcile gift batches to verify accuracy and resolve discrepancies.

3.3. Acknowledgment Process: Develop a systematic process for acknowledging gifts promptly. Customize acknowledgment templates to personalize communications and express gratitude to donors.

Reporting and Analysis: 4.1. Customized Reporting: Leverage Raiser's Edge reporting capabilities to generate custom reports that align with your organization's specific needs. Create standard reports for regular analysis and develop ad-hoc reports for in-depth insights.

4.2. Data Segmentation: Segment constituents based on various criteria, such as giving history, engagement level, or demographics. Segmenting data allows for targeted communication and personalized fundraising appeals.

4.3. Regular Performance Analysis: Analyze fundraising performance regularly to identify trends, opportunities, and areas for improvement. Utilize reports and analytics to measure campaign effectiveness, donor retention, and fundraising goals.

Integration and Data Import/Export: 5.1. Integration with Other Systems: Integrate Raiser's Edge with other systems, such as accounting software or email marketing platforms, to streamline data flow and eliminate manual data entry.

5.2. Importing and Exporting Data: Follow best practices for importing and exporting data, ensuring data accuracy and mapping fields correctly. Regularly review import/export processes

[casuallydeliciousphilosopher]

Lucifer Fic Prompt!: 42 - I'm only here to establish an alibi :D

#42. “I’m only here to establish an alibi.” @ms-aqua-marvel

This one took me a really long time to come up with an idea for, and I hope that it turned out okay. Mazikeen/Trixie goodness ahead. :)

Mazikeen was lying on her bed, cellphone in hand as she smirked at the slew of salacious texts staring back at her. She was beginning to think that the night might turn out a bit more exciting than she’d originally expected, at least that’s what she thought until a tiny knock came from her bedroom door immediately followed by a bright, juvenile voice, “Maze, can I come in?”. The demon let out a hefty sigh as she pressed the lock button on her phone, the last thing she needed was the tiny Decker taking a peep at it and asking her mom what a threesome or BDSM was.

“Whatever,” Maze shouted as she tossed her phone onto the nightstand beside her before focusing her gaze on the door that was quickly being pulled open. The demon folded her arms over her chest as she watched Trixie step inside before the girl closed the door behind herself. Normally Mazikeen would show a little more enthusiasm around her miniature Decker, but she had to admit that she was a little less than pleased that her minion-in-training was interrupting her conversation with her newest plaything. Beatrice perched on the corner of the bed, silence brewing in the room as she stared at her sneakers as though they were the most interesting things in the world. It didn’t take long for Maze to quickly tire of being interrupted for seemingly nothing, and she broke the broody silence a short moment later, “Did you need to ask for something or…?”.

As the demon trailed off Trixie looked up at her, giving her a measly smile as she simply shrugged in response. “No. I’m only here to establish an alibi,” Trixie finally answered, and Maze snorted at the statement as she refrained from rolling her eyes at the pint-sized agent of chaos.

“You even know what that means,” Mazikeen questioned as she leaned in closer to the girl, but even as the demon attempted to act uninterested she had to admit that she was at least a little bit curious about what the girl had gotten herself into this time. Undoubtedly the demon would be getting an earful from her roommate later about how she ‘needs to act like a responsible adult’ in the kid’s presence.

“Kinda,” Beatrice answered with another lazy shrug.

Silence filled the room once again as the two stared each other down for a long moment, and eventually Maze’s curiosity got the better of her as she finally decided to ask, “So…what’s the alibi for?”. A wide grin crossed Trixie’s face at the question, and Maze couldn’t help but feel a burst of pride over what a quick study Decker’s daughter was, she was well on her way to being a certified hell-raiser herself.

“I put itching powder in Marcus’s body wash,” Trixie replied, seemingly proud with her small victory. And although it wasn’t as devious as Maze was hoping, it was a good start; but as proud as her little prodigy’s latest work made it her, it raised more questions than it provided answers.

“How is hanging out with me gonna prove you didn’t do that?” Maze questioned seriously. If anything wouldn’t that raise even more suspicions? Chloe always tried to figure out what kind of trouble the two of them were getting into whenever they spent more than ten minutes with each other.

“Because he brings his stuff here every Saturday night and takes it every Sunday morning,” Beatrice replied, and Maze only cocked her head to the side slightly as she wondered what hidden meaning the child was trying to lay down that she wasn’t picking up on.

“And?”

“And maybe you could say you were with me for that whole time and that you didn’t see me do anything?” Trixie asked hopefully as she fixed the woman with her pleading brown eyes.

“Maybe,” Maze stated simply as she stared at the miniature-maker-of-mayhem for a few long seconds. Even if the kid got caught red-handed her mother wouldn’t really punish her, maybe she’d get a time-out or grounded for a week or something, but Maze knew for a fact that Decker wasn’t the type to lay a finger on her child out of anger. “You know one of us is going to wind up taking the fall no matter what, right?” Mazikeen questioned, and Beatrice’s hopeful expression faded as soon as the words left the demon’s lips.

“Yeah…” Trixie sighed as she returned her gaze to her sneakers once again as she hunched over slightly. Maze recognized the posture, she’d seen it millions of times in hell, whatever was going on with the kid she was missing quite a bit of her usual optimistic spunk. Someone, or something, had made the little one lose hope.

“Why’d you do it?” Maze questioned as she kicked her feet off the side of the bed so that she could sit perched on the edge like her little prodigy was.

Beatrice didn’t answer right away, instead she glowered at her shoes for a few more moments before finally fixing the demon with an almost melancholy gaze as she spoke up quietly, “Because, I want Lucifer back.”. Ah, so that was why the little troublemaker seemed so down, she missed being able to torture her favorite Devil with hug attacks and Disney movies. “Lucifer’s fun, Marcus is boring…and kinda mean,” Trixie muttered quietly, a hint of resentment tainting her voice towards the end of her statement.

Maze nodded silently as she mentally agreed with the girl’s words; Marcus lacked the charm that made Lucifer come off as endearing, of course the kid would think of him as a jerk. “Your mom and Lucifer will work things out. They always do,” Maze replied, doing her best to offer some kind of support, even if she knew that she wasn’t really good with humans and their emotions. Before Beatrice could respond Maze quickly added, “And don’t worry about your alibi, I suppose that I can take the fall for you this time.”.

Trixie’s face lit up at the demon’s offer and she gave the woman a wide smile before launching herself forward and wrapping her arms tightly around her. “Thanks, Maze.” The girl breathed as the demon tensed slightly from the physical contact; it wasn’t that she didn’t like it when Beatrice touched her, but rather that she still wasn’t used to someone touching her with platonic intentions. “You’re the best,” Trixie added as she pulled away, gifting the demon with a gappy smile as she scrambled off the bed and started making her way towards the door.

Maze smiled at the compliment, not that she needed anyone to tell her what she already knew; but damn, sometimes it felt nice to be idolized a little bit. “Damn right I am.” The demon replied, earning another gappy smile from her little Decker just before the child pulled the bedroom door shut.

[thoughtsontechnology]

How to configure Salesforce Customizable Rollups to roll up contact soft credits to Households

My org cut over from Raiser's Edge to Salesforce in January 2018, and one of the pain points we encountered early on was that donation soft credits were recorded at the contact level but not at their household account level. A structural solution to this issue became available with the launch of NPSP Customizable Rollups in June 2018, and I'm now in process of building them out for my org. The process was confusing at first, but once I figured it out it was surprisingly straightforward and easy to do. This blog will lay out the process in concise and easy-to-follow steps.

What's a soft credit?

Before diving into the steps, a quick review of terminology.. Soft credits are when a donor is credited with a donation that they didn't actually write the check for. A common example is when the check comes from a family foundation or donor advised fund. The hard credit for that donation belongs to the entity that sent the check, but the soft credit goes to the donor who directed them to cut that check. Other examples can include matching gift campaigns or crowdfunding efforts. Guidelines for what gets counted as a soft credit vary at different nonprofit organizations, and consequently Salesforce provides some flexibility around how to configure them as referenced in the documentation on Soft Credit and Matching Gift Setup.

Contact soft credits vs. Account soft credits

A key concept that tripped me up at first is the distinction between Account Contact Soft Credits and Account Soft Credits. Finding this description in the NPSP Soft Credits Overview documentation was my aha moment where how to do this really clicked: "If you enable Customizable Rollups, you can create Contact Soft Credit rollup fields at the Account level. ... With Account Contact Soft Credits, it is now possible to see the total giving for all Household members."

In short, Account Contact Soft Credits are exactly what I wanted to configure. Account Soft Credits on the other hand are a very different thing, they're an entirely separate feature which enables directly soft crediting an Account for a donation made by another entity.

On to the tutorial

Based on the aforementioned aha moment, and on information gleaned from each of the articles linked to above, it dawned on me that the process of configuring Salesforce Customizable Rollups to roll up contact soft credits to Households is really quite straightforward:

Create new custom fields on the Account object

Add those fields to the desired page layouts

Configure customizable rollups to populate data to those fields

1. Create new custom fields on the Account object

First step in creating any customizable rollup is to create a field to populate the field to. In this case I'm creating fields on the Account object which mirror existing fields on the Contact object, so I just place two windows side-by-side - both in Setup - Object Manager, one to reference the existing Contact fields and the other to create new corresponding Account fields of the same field type. Then just copy-paste the title over, mirror the other details, save, and repeat for the remaining fields.

2. Add those fields to the desired page layouts

In Setup - Object Manager - Account, open the page layouts that you want to display Soft Credit info on and add them to the page layout. In the example here, I've created a new section on the page titled Soft Credit Totals and dragged the fields into them. If you want this to mirror how it's setup on the Contact page layout, you could also pull that up in another window and mirror the setup.

3. Configure customizable rollups to populate data to those fields

Now to configure the Customizable Rollup, would you believe that I'm about to tell you that's as easy as pulling up the existing Contact rollups in one window and mirroring the configuration in another window for new Account rollups? Because it's actually that easy. In NPSP Settings - Donations - Customizable Rollups, click Configure Customizable Rollups, then New Rollup. Target Object = Account, Target Field = a field you created in Step 1, Rollup Type = Opportunity -> Account (Contact Soft Credit). All other settings should simply mirror the Contact rollup in your other window.

Conclusion

That really doesn't look so hard, does it? I'm here to tell you it wasn't. Now go take two hours to implement it at your org and don't keep your co-workers waiting like I did (sorry Bekka).

[findmyfreelance]

Raiser's Edge transaction import

Raiser's Edge transaction import

Description: We have donation forms which will be capturing gifts in another product. We are looking for a cons…Category: Web, Software & ITRequired skills: etl, import, raisers edgeHourly budget: Duration – 1-4 weeks; Hours/week: 1-10; Rate: Not sureJob type: PublicFreelancer Location: Worldwide APPLY HERE: Raiser's Edge transaction import

[readingfordummies]

Witches of East End - Chapter Eight

Gift Horse

Excuse me, Ingrid? There's someone here for you," Hudson Rafferty whispered, coming into the back office. The junior librarian raised an eyebrow so that Ingrid would understand this wasn't a usual patron with a question about toddler storytime hours or whether their library fines could be waived (the answer was always "no," so why they even continued to ask, Ingrid could never understand).

"Who is it?" Ingrid asked, taking off the glasses she used to read the fine print in the design elevations.

"I don't know but he is quite attractive," Hudson said in his usual simple way. He preferred patterned vests, engraved cuff links, and bow ties, and was in his seventh year of getting his doctorate in Romance languages at Harvard. Hudson's family practically owned the eastern shore, and truly he did not need a summer internship shelving books. The other librarians joked that he was the world's oldest (he'd just turned thirty) and best-dressed intern; his suits alone cost more than their entire wardrobes. He was demanding in his work and moved very purposely. One could not imagine Hudson running, for instance, or hurrying for any reason, or perspiring. He was a natural amateur, with a width of knowledge on many subjects concerning the humanities and the arts, as well as a seasoned world traveler. Hudson was the one to ask if you needed to know, say, the price of a Ruscha lithograph, where to find the best tapas in Madrid, and whom to call if your hotel in Cairo suddenly "lost" your prepaid reservation. He had "fixers" and a network of acquaintances around the globe and happened to be one of Ingrid's best friends, as they shared a love for theater, opera, and classical music.

"Do excuse me, allergies are bad this year," Hudson said, wiping his nose and coughing. "Well, don't keep the gentleman waiting. Someone else might snatch him up."

For a moment Ingrid thought Hudson was talking about Matt Noble, and she felt irritated that the detective had come back so soon. Surely he couldn't be done with that thousand-page book yet? But when she walked to the front desk the man waiting for her was not Matt.

Killian Gardiner was leaning against the main desk. His gray T-shirt was pocky with holes and his jeans were slung low on his hips. Even in the heat, he was wearing a black motorcycle jacket. He looked like a movie star, with the gold-trimmed aviator shades and the five o'clock shadow. No, not a movie star. Like an icon. He had the kind of face that should be plastered on posters in every teen girl's bedroom. When he saw her he took off his sunglasses and pecked her on the cheek.

"Hi, Killian," she said, trying to add some warmth in her voice. Something about the younger Gardiner brother put her on edge. It wasn't just that he was insanely good-looking; as a rule, Ingrid was uncertain and hostile toward pretty men - she found them vain and selfish. Blake Aland had pretty much confirmed the fact on their first and only date. She preferred homely guys; not that Matt Noble was homely - far from it - which was probably why she felt annoyed with him, since she liked him despite his looks. Handsome men took female adoration as their due, and Ingrid did not take to people who assumed too much.

Killian Gardiner was vain, and it was clear he knew exactly how good he looked, with that dark hair that fell over his eyes just so, and that lean, ripped body underneath the T-shirt and worn out jeans. She could see the carved V shape of his hip muscles jutting above his waistband. When they had met at the party she had asked him what he did, and he'd been purposefully vague. Later she found out it was because he didn't seem to do much of anything. She heard that Killian was a fly-by-night, that he moved with the seasons, he'd run a scuba-diving boat off the coast of Australia, worked as a galley chef on an Alaskan ship. There were other rumors: that he'd gotten a girl pregnant, that he'd been in jail, that he was a drug addict. Whether they were true or not, Ingrid knew that a man that beautiful was definitely Bad News and she didn't expect to hear anything that proved otherwise.

"I thought you had left town already," she said. Hadn't Killian seemed bored and preoccupied at the party? "How can I help you?"

"Actually I'm helping you," he said, picking up an extra-large tote bag and setting it on the table. In the bag were several rolled-up blueprints. "I overheard you asking Bran for them at the engagement party, and I thought I'd drop them off this morning."

"Oh - that's so nice! I didn't expect to get them so quickly! Bran said he had to get back to me - he wasn't sure where they were or if they even existed. How wonderful!" She took the bag, handling it carefully. The library was setting up an exhibition of drawings from the collection that would showcase the design plans of all the important houses in town. As the oldest and most well-known house in the area, Fair Haven was crucial to their catalog. Many architecturally important homes had blueprints lying around somewhere; the former owners kept them in its original condition for the new owners as part of a tradition of handing down a precious object of art.

Ingrid clasped her hands and grinned at Killian, whom she regarded much more warmly this time. What he did with his time was no business of hers, after all. He was free to waste his life on idleness and laziness. "This is going to be so great!"

"Glad to help," Killian said. "I can't wait to hear what you think. It's a really interesting old house, there's a lot of history there. If you need anything else, don't hesitate to call." He glanced at the wooden postbox Ingrid kept by the main desk for "Library Donations." "What's this?"

She explained the situation: the city's shortage, the library's uncertain fate at the hands of the city council.

Killian frowned. "You're not going to raise money by keeping a box by the door. You know what you should do, Ingrid, is get them to pay for something only you can provide."

"I'm not really sure I know what you're talking about," Ingrid said, slightly confused. "But thanks for the plans." He really was so charming, she thought, getting the benefit of his smile. So thoughtful, too - to drop off the plans without being asked, and asking about the library as if he truly cared about its future.

"My pleasure," he said, waving a hand. "See you at the hoedown on Saturday?" A hospital charity was throwing a "barn-raiser" that weekend, complete with haystacks and square-dancing, the usual North Hampton summer theme party.

Ingrid shook her head. Freya threw herself into the social scene, but Ingrid liked to stay home to knit, read books, and listen to old songs on her record player. If she ventured outside the home it was usually with Hudson, two hens off to see a Truffaut revival. "I'm not going but I think Freya is."

At the mention of Freya's name Killian perked up. "Is she, now?"

Ingrid nodded. "So you're staying then? For the summer?"

"I think so." Killian nodded. "See what kind of action I can get going around here." He winked. "Don't worry, I'll be good."

"Guess we'll be seeing you around, then." Ingrid nodded.

Killian gave a cheerful good-bye and roared off on his motorcycle, making a huge noise that rattled the windowpanes.

When she returned to the back room, Hudson was waiting for her with his arms crossed. "Well?"

"Well what?"

"Did the handsome young man invite you out? Or did the two of you just exchange phone numbers" - Hudson made air quotes with his fingers - "for a future 'booty call'?" His lips twitched with a smirk. Sometimes Hudson was thirty going on eighty with the way he faux-adopted the language of "the youth," as he called it.

"No!" Ingrid wrinkled her nose. "Course not! He was just dropping off blueprints of Fair Haven. You know, for the show," she said, holding up the bag. "And anyway, he's much too young."

"Oh." Hudson looked disappointed. "Quel dommage. You looked so excited for a moment I believed you had a date." He went back to the card catalog. He had the difficult task of typing in all the archaic information into the computer. After resisting for many years, the library system was finally going digital. He began to type slowly with one delicate finger.

Ingrid shook her head. She checked on the drawing under the steam tent. Once she was done with it she would begin steaming the Gardiner blueprints. The exhibit was scheduled for the end of August, as part of the library gala that usually closed the summer season. The fundraiser would be the library's last hurrah, and all the profits would help offset the costs of moving, if it came down to that.

Caitlin Parker, who had a desk next to Hudson's, pretended not to hear their conversation. Unlike the others, Caitlin did not have a particular attraction for books or design and had fallen into the job almost by accident. She was pleasant and friendly enough, and never gossiped about anybody. Pretty and sweet, like a kindergarten teacher. Ingrid wanted to like Caitlin, there was nothing not to like, but she found her dull. Honestly, the girl was almost too nice; she always let patrons take out the rare books that were not allowed out of the reserve room and she never, ever collected late fees. It drove Ingrid crazy.

The three librarians worked in silence for a while, until Hudson piped up. "So, have you seen her yet?"

"Who?" Ingrid asked.

"Stevie Nicks."

"What do you mean?"

Right at that moment, Tabitha walked in. Her hair was long and loose. She was wearing a long T-shirt, a skirt that swept the floor, and some kind of tunic-like cardigan. The entire effect was not unlike a seventies hippie chick at the beach.

Hudson began humming "Landslide" under his breath.

"What's so funny?" Caitlin asked, looking up from her computer as Hudson giggled and Ingrid smiled broadly. "I don't get it."

"I feel weird," Tabitha admitted, looking self-conscious as she took her seat by the doorway.

"No, you look great. Really," Ingrid told her. She didn't need a pentagram to see that there were no more traces of the silvery menace anywhere around Tabitha; her friend projected health and happiness. Unloosening the knots had done the trick. Already she could see the magic working its way through Tabitha's body, weaving an invisible glow around her, opening her chakras, letting in the air, freeing the spirit, preparing her body and soul to create new life and bring it to the world. She would conceive by midweek.