FundSvcs Community

We use Give Campus for our fundraising, majority of our gifts from come from the GiveCampus platform. We are making changes in gift processing and needed suggestions. Details Below:

Current Process:

1.     We use the GiveCampus platform for fundraising.

2. Gifts are entered in Raiser's Edge based on deposits. A gift batch is committed based on when gifts are deposited in the bank (these gifts may have come over the past 2-3 days). This helps our business office with reconciliation.

Proposed Change:

1.     Enter gifts as they come in rather than waiting for the deposit; commit the batch immediately.

2.     When the deposit arrives, update the gift with the correct GL post date to help the business office reconcile.

Challenge:
With this change, I now have to update all gifts after entry. While I can do a mass update, it's a bit time-consuming since I need to pull gift IDs, match emails, and run vlookups before updating. Basically, a gift has to be ntered once and then updated again after a day or so.

Wanted to get an idea how other organizations are managing this.

Tripti

My knee-jerk reaction (gets me in trouble sometimes) is to remain with you current process.  How much time will be added to the entire process (multiplied by # of gifts) to edit the date for deposit.  What work or process or report is requiring that the gift be entered upon receipt and not deposit?  If the end goal requires the process to change, then that may be a different conversation.

We enter from the deposit report for finance reconciliation as you stated.  I would also think maybe an anomaly for this is a Day of Giving when you need to know up to the minute what has been gifted.

To quote Alan.......my two cents and the regular disclaimers........

T.

We use Give Campus for our fundraising, majority of our gifts from come from the GiveCampus platform. We are making changes in gift processing and needed suggestions. Details Below:

Current Process:

1.     We use the GiveCampus platform for fundraising.

2. Gifts are entered in Raiser's Edge based on deposits. A gift batch is committed based on when gifts are deposited in the bank (these gifts may have come over the past 2-3 days). This helps our business office with reconciliation.

Proposed Change:

1.     Enter gifts as they come in rather than waiting for the deposit; commit the batch immediately.

2.     When the deposit arrives, update the gift with the correct GL post date to help the business office reconcile.

Challenge:
With this change, I now have to update all gifts after entry. While I can do a mass update, it's a bit time-consuming since I need to pull gift IDs, match emails, and run vlookups before updating. Basically, a gift has to be ntered once and then updated again after a day or so.

Wanted to get an idea how other organizations are managing this.

Tripti

My knee-jerk reaction (gets me in trouble sometimes) is to remain with you current process.  How much time will be added to the entire process (multiplied by # of gifts) to edit the date for deposit.  What work or process or report is requiring that the gift be entered upon receipt and not deposit?  If the end goal requires the process to change, then that may be a different conversation.

We enter from the deposit report for finance reconciliation as you stated.  I would also think maybe an anomaly for this is a Day of Giving when you need to know up to the minute what has been gifted.

To quote Alan.......my two cents and the regular disclaimers........

T.

We use Give Campus for our fundraising, majority of our gifts from come from the GiveCampus platform. We are making changes in gift processing and needed suggestions. Details Below:

Current Process:

1.     We use the GiveCampus platform for fundraising.

2. Gifts are entered in Raiser's Edge based on deposits. A gift batch is committed based on when gifts are deposited in the bank (these gifts may have come over the past 2-3 days). This helps our business office with reconciliation.

Proposed Change:

1.     Enter gifts as they come in rather than waiting for the deposit; commit the batch immediately.

2.     When the deposit arrives, update the gift with the correct GL post date to help the business office reconcile.

Challenge:
With this change, I now have to update all gifts after entry. While I can do a mass update, it's a bit time-consuming since I need to pull gift IDs, match emails, and run vlookups before updating. Basically, a gift has to be ntered once and then updated again after a day or so.

Wanted to get an idea how other organizations are managing this.

Tripti

My knee-jerk reaction (gets me in trouble sometimes) is to remain with you current process.  How much time will be added to the entire process (multiplied by # of gifts) to edit the date for deposit.  What work or process or report is requiring that the gift be entered upon receipt and not deposit?  If the end goal requires the process to change, then that may be a different conversation.

We enter from the deposit report for finance reconciliation as you stated.  I would also think maybe an anomaly for this is a Day of Giving when you need to know up to the minute what has been gifted.

To quote Alan.......my two cents and the regular disclaimers........

T.

We use Give Campus for our fundraising, majority of our gifts from come from the GiveCampus platform. We are making changes in gift processing and needed suggestions. Details Below:

Current Process:

1.     We use the GiveCampus platform for fundraising.

2. Gifts are entered in Raiser's Edge based on deposits. A gift batch is committed based on when gifts are deposited in the bank (these gifts may have come over the past 2-3 days). This helps our business office with reconciliation.

Proposed Change:

1.     Enter gifts as they come in rather than waiting for the deposit; commit the batch immediately.

2.     When the deposit arrives, update the gift with the correct GL post date to help the business office reconcile.

Challenge:
With this change, I now have to update all gifts after entry. While I can do a mass update, it's a bit time-consuming since I need to pull gift IDs, match emails, and run vlookups before updating. Basically, a gift has to be ntered once and then updated again after a day or so.

Wanted to get an idea how other organizations are managing this.

Tripti

My knee-jerk reaction (gets me in trouble sometimes) is to remain with you current process.  How much time will be added to the entire process (multiplied by # of gifts) to edit the date for deposit.  What work or process or report is requiring that the gift be entered upon receipt and not deposit?  If the end goal requires the process to change, then that may be a different conversation.

We enter from the deposit report for finance reconciliation as you stated.  I would also think maybe an anomaly for this is a Day of Giving when you need to know up to the minute what has been gifted.

To quote Alan.......my two cents and the regular disclaimers........

T.

We use Give Campus for our fundraising, majority of our gifts from come from the GiveCampus platform. We are making changes in gift processing and needed suggestions. Details Below:

Current Process:

1.     We use the GiveCampus platform for fundraising.

2. Gifts are entered in Raiser's Edge based on deposits. A gift batch is committed based on when gifts are deposited in the bank (these gifts may have come over the past 2-3 days). This helps our business office with reconciliation.

Proposed Change:

1.     Enter gifts as they come in rather than waiting for the deposit; commit the batch immediately.

2.     When the deposit arrives, update the gift with the correct GL post date to help the business office reconcile.

Challenge:
With this change, I now have to update all gifts after entry. While I can do a mass update, it's a bit time-consuming since I need to pull gift IDs, match emails, and run vlookups before updating. Basically, a gift has to be ntered once and then updated again after a day or so.

Wanted to get an idea how other organizations are managing this.

Tripti

My knee-jerk reaction (gets me in trouble sometimes) is to remain with you current process.  How much time will be added to the entire process (multiplied by # of gifts) to edit the date for deposit.  What work or process or report is requiring that the gift be entered upon receipt and not deposit?  If the end goal requires the process to change, then that may be a different conversation.

We enter from the deposit report for finance reconciliation as you stated.  I would also think maybe an anomaly for this is a Day of Giving when you need to know up to the minute what has been gifted.

To quote Alan.......my two cents and the regular disclaimers........

T.

We use Give Campus for our fundraising, majority of our gifts from come from the GiveCampus platform. We are making changes in gift processing and needed suggestions. Details Below:

Current Process:

1.     We use the GiveCampus platform for fundraising.

2. Gifts are entered in Raiser's Edge based on deposits. A gift batch is committed based on when gifts are deposited in the bank (these gifts may have come over the past 2-3 days). This helps our business office with reconciliation.

Proposed Change:

1.     Enter gifts as they come in rather than waiting for the deposit; commit the batch immediately.

2.     When the deposit arrives, update the gift with the correct GL post date to help the business office reconcile.

Challenge:
With this change, I now have to update all gifts after entry. While I can do a mass update, it's a bit time-consuming since I need to pull gift IDs, match emails, and run vlookups before updating. Basically, a gift has to be ntered once and then updated again after a day or so.

Wanted to get an idea how other organizations are managing this.

Tripti

My knee-jerk reaction (gets me in trouble sometimes) is to remain with you current process.  How much time will be added to the entire process (multiplied by # of gifts) to edit the date for deposit.  What work or process or report is requiring that the gift be entered upon receipt and not deposit?  If the end goal requires the process to change, then that may be a different conversation.

We enter from the deposit report for finance reconciliation as you stated.  I would also think maybe an anomaly for this is a Day of Giving when you need to know up to the minute what has been gifted.

To quote Alan.......my two cents and the regular disclaimers........

T.

We use Give Campus for our fundraising, majority of our gifts from come from the GiveCampus platform. We are making changes in gift processing and needed suggestions. Details Below:

Current Process:

1.     We use the GiveCampus platform for fundraising.

2. Gifts are entered in Raiser's Edge based on deposits. A gift batch is committed based on when gifts are deposited in the bank (these gifts may have come over the past 2-3 days). This helps our business office with reconciliation.

Proposed Change:

1.     Enter gifts as they come in rather than waiting for the deposit; commit the batch immediately.

2.     When the deposit arrives, update the gift with the correct GL post date to help the business office reconcile.

Challenge:
With this change, I now have to update all gifts after entry. While I can do a mass update, it's a bit time-consuming since I need to pull gift IDs, match emails, and run vlookups before updating. Basically, a gift has to be ntered once and then updated again after a day or so.

Wanted to get an idea how other organizations are managing this.

Tripti

My knee-jerk reaction (gets me in trouble sometimes) is to remain with you current process.  How much time will be added to the entire process (multiplied by # of gifts) to edit the date for deposit.  What work or process or report is requiring that the gift be entered upon receipt and not deposit?  If the end goal requires the process to change, then that may be a different conversation.

We enter from the deposit report for finance reconciliation as you stated.  I would also think maybe an anomaly for this is a Day of Giving when you need to know up to the minute what has been gifted.

To quote Alan.......my two cents and the regular disclaimers........

T.

We use Give Campus for our fundraising, majority of our gifts from come from the GiveCampus platform. We are making changes in gift processing and needed suggestions. Details Below:

Current Process:

1.     We use the GiveCampus platform for fundraising.

2. Gifts are entered in Raiser's Edge based on deposits. A gift batch is committed based on when gifts are deposited in the bank (these gifts may have come over the past 2-3 days). This helps our business office with reconciliation.

Proposed Change:

1.     Enter gifts as they come in rather than waiting for the deposit; commit the batch immediately.

2.     When the deposit arrives, update the gift with the correct GL post date to help the business office reconcile.

Challenge:
With this change, I now have to update all gifts after entry. While I can do a mass update, it's a bit time-consuming since I need to pull gift IDs, match emails, and run vlookups before updating. Basically, a gift has to be ntered once and then updated again after a day or so.

Wanted to get an idea how other organizations are managing this.

We use Give Campus for our fundraising, majority of our gifts from come from the GiveCampus platform. We are making changes in gift processing and needed suggestions. Details Below:

Current Process:

1.     We use the GiveCampus platform for fundraising.

2. Gifts are entered in Raiser's Edge based on deposits. A gift batch is committed based on when gifts are deposited in the bank (these gifts may have come over the past 2-3 days). This helps our business office with reconciliation.

Proposed Change:

1.     Enter gifts as they come in rather than waiting for the deposit; commit the batch immediately.

2.     When the deposit arrives, update the gift with the correct GL post date to help the business office reconcile.

Challenge:
With this change, I now have to update all gifts after entry. While I can do a mass update, it's a bit time-consuming since I need to pull gift IDs, match emails, and run vlookups before updating. Basically, a gift has to be ntered once and then updated again after a day or so.

Wanted to get an idea how other organizations are managing this.

We use Give Campus for our fundraising, majority of our gifts from come from the GiveCampus platform. We are making changes in gift processing and needed suggestions. Details Below:

Current Process:

1.     We use the GiveCampus platform for fundraising.

2. Gifts are entered in Raiser's Edge based on deposits. A gift batch is committed based on when gifts are deposited in the bank (these gifts may have come over the past 2-3 days). This helps our business office with reconciliation.

Proposed Change:

1.     Enter gifts as they come in rather than waiting for the deposit; commit the batch immediately.

2.     When the deposit arrives, update the gift with the correct GL post date to help the business office reconcile.

Challenge:
With this change, I now have to update all gifts after entry. While I can do a mass update, it's a bit time-consuming since I need to pull gift IDs, match emails, and run vlookups before updating. Basically, a gift has to be ntered once and then updated again after a day or so.

Wanted to get an idea how other organizations are managing this.

We use Give Campus for our fundraising, majority of our gifts from come from the GiveCampus platform. We are making changes in gift processing and needed suggestions. Details Below:

Current Process:

1.     We use the GiveCampus platform for fundraising.

2. Gifts are entered in Raiser's Edge based on deposits. A gift batch is committed based on when gifts are deposited in the bank (these gifts may have come over the past 2-3 days). This helps our business office with reconciliation.

Proposed Change:

1.     Enter gifts as they come in rather than waiting for the deposit; commit the batch immediately.

2.     When the deposit arrives, update the gift with the correct GL post date to help the business office reconcile.

Challenge:
With this change, I now have to update all gifts after entry. While I can do a mass update, it's a bit time-consuming since I need to pull gift IDs, match emails, and run vlookups before updating. Basically, a gift has to be ntered once and then updated again after a day or so.

Wanted to get an idea how other organizations are managing this.