We do this and link the fund record and the fund org record using relationship (Fund) and (Internal Fund Org) so you can go back and forth with one click.
Joanne Udell
Orange County Community Foundation
HR & Operations Manager
4041 MacArthur Blvd., Suite 510
Phone: 949.553.4202 ext. 229
Newport Beach, CA 92660
Fax: 949.553.4211
www.oc-cf.org<http://www.oc-cf.org/>
judell@oc-cf.org<mailto:
judell@oc-cf.org>
[cid:
image002.jpg@01D546E0.C3FD1760]
From: Advancement Services Discussion List <
FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Reinke,Shannon J. (BIDMC - Development)
Sent: Tuesday, July 30, 2019 2:06 PM
To:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG
Subject: Re: [FUNDSVCS] [External] Re: [FUNDSVCS] For Raiser's Edge Users - fund record information
We use both relationships and attributes on the Fund record – but again, we find that often this isn’t quite enough for the more complex (and important) records.
I was actually thinking of doing a Constituent record (an Org record specifically), for funds. I was wondering this is was the best route, or if I’m missing something especially creative within the actual Fund record type.
Shannon
From: Advancement Services Discussion List <
FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG>> On Behalf Of David Woodley
Sent: Tuesday, July 30, 2019 4:51 PM
To:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG>
Subject: [External] Re: [FUNDSVCS] For Raiser's Edge Users - fund record information
Some institutions create the funds not just in FUND records but also constituent records, which offer many more tools for notes, etc.
On Tue, Jul 30, 2019 at 12:46 PM Tudor, Shelby L. <
studor@childrensnational.org<mailto:
studor@childrensnational.org>> wrote:
We use fund attributes. There’s not a whole lot of leeway with fund data, otherwise (that we’ve found).
Shelby Tudor
Director, Gift Administration
Children’s Hospital Foundation
Direct: 301-565-8463
From: Advancement Services Discussion List [mailto:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG>] On Behalf Of Reinke,Shannon J. (BIDMC - Development)
Sent: Tuesday, July 30, 2019 4:42 PM
To:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG>
Subject: [EXT] [FUNDSVCS] For Raiser's Edge Users - fund record information
ATTENTION: External Email! Do not click attachments/links unless sender is known.
________________________________
Hi all,
We are a Raiser’s Edge shop, and I find that fund records in RE are a bit limiting for our needs. Other than the Note on the Fund Record, there isn’t a great way to keep historical information – particularly in a way that we can easily leverage for reporting, etc.
Some examples might include: if a fund record was renamed, merged with another fund, listing of the fund’s primary donor(s), related media/document information, etc.
If you have created an innovative way to keep better historical information on funds using RE – would you please share?
Thanks in advance,
Shannon
Shannon J. Reinke
Senior Director of Development Operations
Office of Development
P: 617-667-7356 | C: 857-488-0593
sreinke@bidmc.harvard.edu<mailto:
sreinke@bidmc.harvard.edu>
[cid:
image003.jpg@01D546E0.C3FD1760]<https://urldefense.proofpoint.com/v2/url?u=https-3A__www.bidmc.org_&d=DwMFAg&c=Zoipt4Nmcnjorr_6TBHi1A&r=acz1UNBYObRxLlrfbkDMJurhXO5T_EvdPIsi0pivqrg&m=0O7tr3Ybe_e_K-AB70rimXEgi7KZGLIODfb6ZVHzgLQ&s=Qo_DrDGXA3hYno4hvT1sRFXFTjEiGlXtM-laSfyX9PU&e=>
Beth Israel Deaconess Medical Center
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________________________________
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Dave Woodley, Director
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University of Alaska Foundation
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University of Alaska Anchorage