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Old 05-30-2007, 11:12 PM   #3 (permalink)
michellejmg michellejmg is offline
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Join Date: Oct 2006
Location: Toronto
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Blackbaud Products
- Raiser's Edge (RE)
- Financial Edge (FE)
- API/VBA

Monthly Gifts

Hi there, Sorry for the late reply...We are having a problem with the answer file. We create the transmission file to IATS and then we get a error message (which I can't remember right now, but I can dig it out) it forces us to save and close the batch and then when we open it again it gives us a message asking us if we want to retrieve the answer file. When we say "yes" it all pops in (well it takes about half an hour, but it works)We process about 4000 in the batch and it only seems to happen every 2 months, but it is annoying and I am worried one day the answer file will not answer!Also - what does everyone do with their monthly donor correspondence? Like when Credit cards or banks decline? We do the following but I wanted to get a sense of best practices:- send letter when credit card will expire next month- send a letter when credit card has expired (last month)- send letter when bank or credit card declines- if they decline 3 times or more a phone call is made and if there is no response the gift is put on hold- after 3 months of being on hold the gift is terminated- reactivation campaigns are done 2 times a yearWhat does everyone else do to manage this correspondence?Thanks!

Last edited by michellejmg; 05-30-2007 at 11:16 PM. Reason: spacing issues
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