FundSvcs Community

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> 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] *On Behalf Of *Reinke,Shannon J. (BIDMC - > Development) > *Sent:* Tuesday, July 30, 2019 4:42 PM > *To:* 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 > > > <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 > 330 Brookline Avenue > <https://www.google.com/maps/search/330+Brookline+Avenue?entry=gmail&source=g> > (OV), Boston, MA 02215 > *bidmc.org > <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=>* > > > > > ------------------------------ > > > This message is intended for the use of the person(s) to whom it may be > addressed. It may contain information that is privileged, confidential, or > otherwise protected from disclosure under applicable law. If you are not > the intended recipient, any dissemination, distribution, copying, or use of > this information is prohibited. If you have received this message in error, > please permanently delete it and immediately notify the sender. Thank you. > -- Dave Woodley, Director Information Services University of Alaska Foundation Adjunct Instructor of History University of Alaska Anchorage

What we used to do is create relationships on the Fund record and house the media on that relationship's record. This makes a lot of sense for , say, scholarships. On the scholarship creator's record we would keep the original agreement and whatever other media it made sense to keep. Otherwise, the Notes section of the Fund record was good for tracking some other things.-Bill -------------------------------------------------------------------------- -------------------------------------------------------------------------- -------------------------------------- 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> <https://www.bidmc.org/> Beth Israel Deaconess Medical Center 330 Brookline Avenue (OV), Boston, MA 02215 bidmc.org <https://www.bidmc.org/> ________________________________ This message is intended for the use of the person(s) to whom it may be addressed. It may contain information that is privileged, confidential, or otherwise protected from disclosure under applicable law. If you are not the intended recipient, any dissemination, distribution, copying, or use of this information is prohibited. If you have received this message in error, please permanently delete it and immediately notify the sender. Thank you.

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@01D546F5.BB3210D0]<https://www.bidmc.org/> Beth Israel Deaconess Medical Center 330 Brookline Avenue (OV), Boston, MA 02215 bidmc.org<https://www.bidmc.org/> ________________________________ This message is intended for the use of the person(s) to whom it may be addressed. It may contain information that is privileged, confidential, or otherwise protected from disclosure under applicable law. If you are not the intended recipient, any dissemination, distribution, copying, or use of this information is prohibited. If you have received this message in error, please permanently delete it and immediately notify the sender. Thank you.

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] On Behalf Of Reinke,Shannon J. (BIDMC - Development) Sent: Tuesday, July 30, 2019 4:42 PM To: 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:image001.jpg@01D546F6.1E7DFCD0]<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 330 Brookline Avenue (OV), Boston, MA 02215 bidmc.org<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=> ________________________________ This message is intended for the use of the person(s) to whom it may be addressed. It may contain information that is privileged, confidential, or otherwise protected from disclosure under applicable law. If you are not the intended recipient, any dissemination, distribution, copying, or use of this information is prohibited. If you have received this message in error, please permanently delete it and immediately notify the sender. Thank you.

We use PaperSave as our electronic document management system to maintain records of any forms, changes, and historical data related to a fund. We also have a number of attributes and fund fields we utilized to categorize the funds for easier reporting. [cid:image001.png@01D18E89.6C83DD60] Michael S. Dotson, Ph.D., bCRE-Pro Senior Director of Advancement Services Office of Advancement AUGUSTA UNIVERSITY 1120 15th Street, FI-1045 Augusta, GA 30912 t: 706-721-0063 f: 706-721-1641 Help make our data even better - send updates to ADVOPS@augusta.edu<mailto:ADVOPS@augusta.edu>. This e-mail and its attachments are confidential, intended only for the named recipient(s) above, and may contain information that is proprietary. If you have received this message in error or are not a named recipient, please notify the sender immediately at the above number and delete the e-mail message from your computer. Thank you. From: Advancement Services Discussion List <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 Subject: [EXTERNAL] [FUNDSVCS] For Raiser's Edge Users - fund record information CAUTION: EXTERNAL SENDER This email originated from an external source. Please exercise caution before opening attachments, clicking links, replying, or providing information to the sender. If you believe it to be fraudulent, contact the AU Cybersecurity Hotline at 1-SAFE (706-721-7233) or stopspam@augusta.edu<mailto:stopspam@augusta.edu> ________________________________ 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:image002.jpg@01D546F9.AFB603C0]<https://www.bidmc.org/> Beth Israel Deaconess Medical Center 330 Brookline Avenue (OV), Boston, MA 02215 bidmc.org<https://www.bidmc.org/> ________________________________ This message is intended for the use of the person(s) to whom it may be addressed. It may contain information that is privileged, confidential, or otherwise protected from disclosure under applicable law. If you are not the intended recipient, any dissemination, distribution, copying, or use of this information is prohibited. If you have received this message in error, please permanently delete it and immediately notify the sender. Thank you.