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Old 11-27-2007, 01:00 PM   #1 (permalink)
kchaines@gmail.com kchaines@gmail.com is offline
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Blackbaud Products
- Raiser's Edge (RE)
- Financial Edge (FE)

Event Revenue Tracking: RE to FE

I have a client that is looking to implement the FE and RE integration. They want to be able to track event revenue such as sponsorships, ticket sales, raffle sales, auction purchases, etc.

My thought was to use different Gift Subtypes in RE, and map them to different projects on the Fund Distribution of Funds.

However, with many of my other clients who used Blackbaud for their FE implementation, BB appears to recommend seperate Funds in RE for those projects.

This is not ideal, in my view, because my client already has an organizational definition for what a Fund in RE is: What the donor gave to.

So, their fund structure would look something like this:

-----------------------------------------------------------
Art Museum Endowment
Art Museum Exhibit A
Art Museum Exhibit B
Art Museum Unrestricted

Using what I have seen with other clients who have established the RE>FE integration they would have additional Funds of

-----------------------------------------------------------
2007 Wine Gala
2007 Golf Tournament


I'm not a big fan of this, in principle since this pretty much throws the Fund definition out the window.

My preference would be to have a Gift Subtype of "2007 Wine Gala: Sponsorship" and map it to the correct project in RE, keeping the Fund "Art Museum Endowment" (what the wine gala was supporting).

Can someone please offer any feedback on this concept?

With Thanks,

Kyle
Kyle Haines Consulting
Kyle Haines Consulting
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