FundSvcs Community

Good morning,

I hope all that were in the path of Hurricane Helene are ok.  It was quite the storm here in Sarasota.

My question is regarding donations that have a benefit portion related to it and how you internally count that in reports.  The way our system is set up I manually have to change the receipt amount on split gifts when running reports and this is causing me to take a lot of time to do this and I am in fear of errors. I don't mind doing this once a year when I have to report to VSE or any other survey that we participate in but on a weekly basis it is getting too much.  Do you think it is ok if for internal purposes we can include benefits and maybe put a footer that the numbers include benefits or do I need to manually adjust my reports on a weekly basis?

Thanks

Dina

Dina Sorrentino, bCRE-Pro , bcRE-NXT
Sr. Director for Advancement Services and Research
Office: 941-359-7593 | Cell: 941-266-1227
dsorrent@ringling.edu | www.ringling.edu

Turning passion into profession

This transmission may contain information that is privileged, confidential and/or exempt from disclosure under applicable law. If you are not the intended recipient, you are hereby notified that any disclosure, copying, distribution, or use of the information contained herein (including any reliance thereon) is STRICTLY PROHIBITED. If you received this transmission in error, please immediately contact the sender and destroy the material in its entirety, whether in electronic or hard copy format. Thank you.

Good morning,

I hope all that were in the path of Hurricane Helene are ok.  It was quite the storm here in Sarasota.

My question is regarding donations that have a benefit portion related to it and how you internally count that in reports.  The way our system is set up I manually have to change the receipt amount on split gifts when running reports and this is causing me to take a lot of time to do this and I am in fear of errors. I don't mind doing this once a year when I have to report to VSE or any other survey that we participate in but on a weekly basis it is getting too much.  Do you think it is ok if for internal purposes we can include benefits and maybe put a footer that the numbers include benefits or do I need to manually adjust my reports on a weekly basis?

Thanks

Dina

Dina Sorrentino, bCRE-Pro , bcRE-NXT
Sr. Director for Advancement Services and Research
Office: 941-359-7593 | Cell: 941-266-1227
dsorrent@ringling.edu | www.ringling.edu

Turning passion into profession

This transmission may contain information that is privileged, confidential and/or exempt from disclosure under applicable law. If you are not the intended recipient, you are hereby notified that any disclosure, copying, distribution, or use of the information contained herein (including any reliance thereon) is STRICTLY PROHIBITED. If you received this transmission in error, please immediately contact the sender and destroy the material in its entirety, whether in electronic or hard copy format. Thank you.

Good morning,

I hope all that were in the path of Hurricane Helene are ok.  It was quite the storm here in Sarasota.

My question is regarding donations that have a benefit portion related to it and how you internally count that in reports.  The way our system is set up I manually have to change the receipt amount on split gifts when running reports and this is causing me to take a lot of time to do this and I am in fear of errors. I don't mind doing this once a year when I have to report to VSE or any other survey that we participate in but on a weekly basis it is getting too much.  Do you think it is ok if for internal purposes we can include benefits and maybe put a footer that the numbers include benefits or do I need to manually adjust my reports on a weekly basis?

Thanks

Dina

Dina Sorrentino, bCRE-Pro , bcRE-NXT
Sr. Director for Advancement Services and Research
Office: 941-359-7593 | Cell: 941-266-1227
dsorrent@ringling.edu | www.ringling.edu

Turning passion into profession

This transmission may contain information that is privileged, confidential and/or exempt from disclosure under applicable law. If you are not the intended recipient, you are hereby notified that any disclosure, copying, distribution, or use of the information contained herein (including any reliance thereon) is STRICTLY PROHIBITED. If you received this transmission in error, please immediately contact the sender and destroy the material in its entirety, whether in electronic or hard copy format. Thank you.

Hi Amy

We use Raiser's Edge. The issue is really when we have a split gift.  For example Donor A gives $10000 and $1000 is for a membership where the donation portion is $900 and then gives $5000 for an event sponsorship where the donation portion is $4500 and the remaining $4000 is for their paddle raise donation at the event which is 100% donation. We book the gift with a gift amount of $10000 breaking out the split among the different funds and then receipt amount is $9400.  When I have to report on the gift I use fund split amount so I know how much was raised for each fund but the receipt amount for all 3 funds is showing the full $9400. 

Does that make sense?

Good morning,

I hope all that were in the path of Hurricane Helene are ok.  It was quite the storm here in Sarasota.

My question is regarding donations that have a benefit portion related to it and how you internally count that in reports.  The way our system is set up I manually have to change the receipt amount on split gifts when running reports and this is causing me to take a lot of time to do this and I am in fear of errors. I don't mind doing this once a year when I have to report to VSE or any other survey that we participate in but on a weekly basis it is getting too much.  Do you think it is ok if for internal purposes we can include benefits and maybe put a footer that the numbers include benefits or do I need to manually adjust my reports on a weekly basis?

Thanks

Dina

Dina Sorrentino, bCRE-Pro , bcRE-NXT
Sr. Director for Advancement Services and Research
Office: 941-359-7593 | Cell: 941-266-1227
dsorrent@ringling.edu | www.ringling.edu

Turning passion into profession

This transmission may contain information that is privileged, confidential and/or exempt from disclosure under applicable law. If you are not the intended recipient, you are hereby notified that any disclosure, copying, distribution, or use of the information contained herein (including any reliance thereon) is STRICTLY PROHIBITED. If you received this transmission in error, please immediately contact the sender and destroy the material in its entirety, whether in electronic or hard copy format. Thank you.

Hi Amy

We use Raiser's Edge. The issue is really when we have a split gift.  For example Donor A gives $10000 and $1000 is for a membership where the donation portion is $900 and then gives $5000 for an event sponsorship where the donation portion is $4500 and the remaining $4000 is for their paddle raise donation at the event which is 100% donation. We book the gift with a gift amount of $10000 breaking out the split among the different funds and then receipt amount is $9400.  When I have to report on the gift I use fund split amount so I know how much was raised for each fund but the receipt amount for all 3 funds is showing the full $9400. 

Does that make sense?

Good morning,

I hope all that were in the path of Hurricane Helene are ok.  It was quite the storm here in Sarasota.

My question is regarding donations that have a benefit portion related to it and how you internally count that in reports.  The way our system is set up I manually have to change the receipt amount on split gifts when running reports and this is causing me to take a lot of time to do this and I am in fear of errors. I don't mind doing this once a year when I have to report to VSE or any other survey that we participate in but on a weekly basis it is getting too much.  Do you think it is ok if for internal purposes we can include benefits and maybe put a footer that the numbers include benefits or do I need to manually adjust my reports on a weekly basis?

Thanks

Dina

Dina Sorrentino, bCRE-Pro , bcRE-NXT
Sr. Director for Advancement Services and Research
Office: 941-359-7593 | Cell: 941-266-1227
dsorrent@ringling.edu | www.ringling.edu

Turning passion into profession

This transmission may contain information that is privileged, confidential and/or exempt from disclosure under applicable law. If you are not the intended recipient, you are hereby notified that any disclosure, copying, distribution, or use of the information contained herein (including any reliance thereon) is STRICTLY PROHIBITED. If you received this transmission in error, please immediately contact the sender and destroy the material in its entirety, whether in electronic or hard copy format. Thank you.

Hi Amy

We use Raiser's Edge. The issue is really when we have a split gift.  For example Donor A gives $10000 and $1000 is for a membership where the donation portion is $900 and then gives $5000 for an event sponsorship where the donation portion is $4500 and the remaining $4000 is for their paddle raise donation at the event which is 100% donation. We book the gift with a gift amount of $10000 breaking out the split among the different funds and then receipt amount is $9400.  When I have to report on the gift I use fund split amount so I know how much was raised for each fund but the receipt amount for all 3 funds is showing the full $9400. 

Does that make sense?

Good morning,

I hope all that were in the path of Hurricane Helene are ok.  It was quite the storm here in Sarasota.

My question is regarding donations that have a benefit portion related to it and how you internally count that in reports.  The way our system is set up I manually have to change the receipt amount on split gifts when running reports and this is causing me to take a lot of time to do this and I am in fear of errors. I don't mind doing this once a year when I have to report to VSE or any other survey that we participate in but on a weekly basis it is getting too much.  Do you think it is ok if for internal purposes we can include benefits and maybe put a footer that the numbers include benefits or do I need to manually adjust my reports on a weekly basis?

Thanks

Dina

Dina Sorrentino, bCRE-Pro , bcRE-NXT
Sr. Director for Advancement Services and Research
Office: 941-359-7593 | Cell: 941-266-1227
dsorrent@ringling.edu | www.ringling.edu

Turning passion into profession

This transmission may contain information that is privileged, confidential and/or exempt from disclosure under applicable law. If you are not the intended recipient, you are hereby notified that any disclosure, copying, distribution, or use of the information contained herein (including any reliance thereon) is STRICTLY PROHIBITED. If you received this transmission in error, please immediately contact the sender and destroy the material in its entirety, whether in electronic or hard copy format. Thank you.

Hi Amy

We use Raiser's Edge. The issue is really when we have a split gift.  For example Donor A gives $10000 and $1000 is for a membership where the donation portion is $900 and then gives $5000 for an event sponsorship where the donation portion is $4500 and the remaining $4000 is for their paddle raise donation at the event which is 100% donation. We book the gift with a gift amount of $10000 breaking out the split among the different funds and then receipt amount is $9400.  When I have to report on the gift I use fund split amount so I know how much was raised for each fund but the receipt amount for all 3 funds is showing the full $9400. 

Does that make sense?

Good morning,

I hope all that were in the path of Hurricane Helene are ok.  It was quite the storm here in Sarasota.

My question is regarding donations that have a benefit portion related to it and how you internally count that in reports.  The way our system is set up I manually have to change the receipt amount on split gifts when running reports and this is causing me to take a lot of time to do this and I am in fear of errors. I don't mind doing this once a year when I have to report to VSE or any other survey that we participate in but on a weekly basis it is getting too much.  Do you think it is ok if for internal purposes we can include benefits and maybe put a footer that the numbers include benefits or do I need to manually adjust my reports on a weekly basis?

Thanks

Dina

Dina Sorrentino, bCRE-Pro , bcRE-NXT
Sr. Director for Advancement Services and Research
Office: 941-359-7593 | Cell: 941-266-1227
dsorrent@ringling.edu | www.ringling.edu

Turning passion into profession

This transmission may contain information that is privileged, confidential and/or exempt from disclosure under applicable law. If you are not the intended recipient, you are hereby notified that any disclosure, copying, distribution, or use of the information contained herein (including any reliance thereon) is STRICTLY PROHIBITED. If you received this transmission in error, please immediately contact the sender and destroy the material in its entirety, whether in electronic or hard copy format. Thank you.

Hi Amy

We use Raiser's Edge. The issue is really when we have a split gift.  For example Donor A gives $10000 and $1000 is for a membership where the donation portion is $900 and then gives $5000 for an event sponsorship where the donation portion is $4500 and the remaining $4000 is for their paddle raise donation at the event which is 100% donation. We book the gift with a gift amount of $10000 breaking out the split among the different funds and then receipt amount is $9400.  When I have to report on the gift I use fund split amount so I know how much was raised for each fund but the receipt amount for all 3 funds is showing the full $9400. 

Does that make sense?

Good morning,

I hope all that were in the path of Hurricane Helene are ok.  It was quite the storm here in Sarasota.

My question is regarding donations that have a benefit portion related to it and how you internally count that in reports.  The way our system is set up I manually have to change the receipt amount on split gifts when running reports and this is causing me to take a lot of time to do this and I am in fear of errors. I don't mind doing this once a year when I have to report to VSE or any other survey that we participate in but on a weekly basis it is getting too much.  Do you think it is ok if for internal purposes we can include benefits and maybe put a footer that the numbers include benefits or do I need to manually adjust my reports on a weekly basis?

Thanks

Dina

Dina Sorrentino, bCRE-Pro , bcRE-NXT
Sr. Director for Advancement Services and Research
Office: 941-359-7593 | Cell: 941-266-1227
dsorrent@ringling.edu | www.ringling.edu

Turning passion into profession

This transmission may contain information that is privileged, confidential and/or exempt from disclosure under applicable law. If you are not the intended recipient, you are hereby notified that any disclosure, copying, distribution, or use of the information contained herein (including any reliance thereon) is STRICTLY PROHIBITED. If you received this transmission in error, please immediately contact the sender and destroy the material in its entirety, whether in electronic or hard copy format. Thank you.

Hi Amy

We use Raiser's Edge. The issue is really when we have a split gift.  For example Donor A gives $10000 and $1000 is for a membership where the donation portion is $900 and then gives $5000 for an event sponsorship where the donation portion is $4500 and the remaining $4000 is for their paddle raise donation at the event which is 100% donation. We book the gift with a gift amount of $10000 breaking out the split among the different funds and then receipt amount is $9400.  When I have to report on the gift I use fund split amount so I know how much was raised for each fund but the receipt amount for all 3 funds is showing the full $9400. 

Does that make sense?

Good morning,

I hope all that were in the path of Hurricane Helene are ok.  It was quite the storm here in Sarasota.

My question is regarding donations that have a benefit portion related to it and how you internally count that in reports.  The way our system is set up I manually have to change the receipt amount on split gifts when running reports and this is causing me to take a lot of time to do this and I am in fear of errors. I don't mind doing this once a year when I have to report to VSE or any other survey that we participate in but on a weekly basis it is getting too much.  Do you think it is ok if for internal purposes we can include benefits and maybe put a footer that the numbers include benefits or do I need to manually adjust my reports on a weekly basis?

Thanks

Dina

Dina Sorrentino, bCRE-Pro , bcRE-NXT
Sr. Director for Advancement Services and Research
Office: 941-359-7593 | Cell: 941-266-1227
dsorrent@ringling.edu | www.ringling.edu

Turning passion into profession

This transmission may contain information that is privileged, confidential and/or exempt from disclosure under applicable law. If you are not the intended recipient, you are hereby notified that any disclosure, copying, distribution, or use of the information contained herein (including any reliance thereon) is STRICTLY PROHIBITED. If you received this transmission in error, please immediately contact the sender and destroy the material in its entirety, whether in electronic or hard copy format. Thank you.

Hi Amy

We use Raiser's Edge. The issue is really when we have a split gift.  For example Donor A gives $10000 and $1000 is for a membership where the donation portion is $900 and then gives $5000 for an event sponsorship where the donation portion is $4500 and the remaining $4000 is for their paddle raise donation at the event which is 100% donation. We book the gift with a gift amount of $10000 breaking out the split among the different funds and then receipt amount is $9400.  When I have to report on the gift I use fund split amount so I know how much was raised for each fund but the receipt amount for all 3 funds is showing the full $9400. 

Does that make sense?

Good morning,

I hope all that were in the path of Hurricane Helene are ok.  It was quite the storm here in Sarasota.

My question is regarding donations that have a benefit portion related to it and how you internally count that in reports.  The way our system is set up I manually have to change the receipt amount on split gifts when running reports and this is causing me to take a lot of time to do this and I am in fear of errors. I don't mind doing this once a year when I have to report to VSE or any other survey that we participate in but on a weekly basis it is getting too much.  Do you think it is ok if for internal purposes we can include benefits and maybe put a footer that the numbers include benefits or do I need to manually adjust my reports on a weekly basis?

Thanks

Dina

Dina Sorrentino, bCRE-Pro , bcRE-NXT
Sr. Director for Advancement Services and Research
Office: 941-359-7593 | Cell: 941-266-1227
dsorrent@ringling.edu | www.ringling.edu

Turning passion into profession

This transmission may contain information that is privileged, confidential and/or exempt from disclosure under applicable law. If you are not the intended recipient, you are hereby notified that any disclosure, copying, distribution, or use of the information contained herein (including any reliance thereon) is STRICTLY PROHIBITED. If you received this transmission in error, please immediately contact the sender and destroy the material in its entirety, whether in electronic or hard copy format. Thank you.