Legacy Gift Tracking
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With
Legacies,
in addition to cash gifts, you can now apply
payments with a gift type of Stock/Property,
Gift-in-Kind, or Other to your legacy gifts. To
apply a gift to a legacy gift from the legacy
gift record, select Gift, Add Revenue Realised from
Legacy Gift from the menu bar.
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On the legacy gift record, the
new Realised Revenue tab displays all payments
applied to the legacy gift. At the bottom of the
tab, the
Total Realised field displays the sum
of the revenue amounts associated with the
legacy gift. For more information about
Legacies,
see the
Legacies Guide.
Reports
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With Legacies, you can now
include the Total Realised column in the
Legacy Gifts Report. This column displays the
sum of the revenue amounts received and applied
to each legacy gift. For more information about the
Legacy Gifts Report, see the
Reports
Guide.
eReceipts
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You can now configure The
Raiser’s Edge to send gift receipts by
email without having NetSolutions or
Blackbaud NetCommunity installed. In
Mail, you can use the eReceipts tab to
create a Microsoft Word merge template to
use for the PDF file you send as an email to
your clients. For more information, see the
Mail Guide.
Windows Server 2008
The
Raiser's Edge User Guides
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