We have been using both the fund record (two fund records if it’s an endowment) and a fund organization constituent record for almost ten years. However, we purchased Academic Works two years ago and are in the middle of an internal fund audit to make sure all information is correct on all records including Academic Works. Once that is finished we will remove the fund organization constituent record.
Christine E. Adams bCRE-Pro
Senior Director of Advancement Services
University of Hartford
Office of Institutional Advancement
200 Bloomfield Avenue
West Hartford, CT 06117
P 860.768.2407
C 860.461.6374
F 860.768.2454
E
cadams@hartford.edu<mailto:
cadams@hartford.edu>
[BlackbaudCertified_RE_Professional]
[University of Hartford]<http://www.hartford.edu/>
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From: Advancement Services Discussion List [mailto:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG] On Behalf Of Reinke,Shannon J. (BIDMC - Development)
Sent: July 30, 2019 5:06 PM
To:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG
Subject: [External]: Re: [FUNDSVCS] [External] Re: [FUNDSVCS] For Raiser's Edge Users - fund record information
**External Email**
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
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________________________________
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:
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330 Brookline Avenue<https://linkprotect.cudasvc.com/url?a=https%3a%2f%2furldefense.proofpoint.com%2fv2%2furl%3fu%3dhttps-3A__www.google.com_maps_search_330-2BBrookline-2BAvenue-3Fentry-3Dgmail-26source-3Dg%26d%3dDwMFaQ%26c%3dWknmpdNpvrlj2B5K1aWVqL1SOiF30547pqSuOmtwXTQ%26r%3dmwMv1aqaxZFF6tvXqv7nEHQEGBkL4b5B7X2VhiPD4GM%26m%3d-06MAVBoJSfZ8AR1kRqj6oyAXDxYA0eEJEvwdM0_804%26s%3d8LaSx960qWxGNNaWUGdgYInP3Of2lKDFv8ponEJ3164%26e%3d&c=E,1,NFDxKU8dJIgY6IGMQluxqfBTB4zv6WeToX8fZGrbEcwvT0s6WQXmyWklaMncPGTHBC3NvgwsJ9poolYo4ZdJpqqLB39B_zdRzojKliqCB8GwaYyoFw,,&typo=1> (OV), Boston, MA 02215
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Dave Woodley, Director
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University of Alaska Foundation
Adjunct Instructor of History
University of Alaska Anchorage