This edition of my blog will outline some of the challenges and responsibilities faced by organizations that use Raiser’s Edge in multiple and often distant offices.
Recently we have been asked for advice by a couple of our clients that find themselves in a rather unique situation when managing their Raiser’s Edge database: that is, to help them identify and find solutions to the challenges faced by organizations that use the same Raiser’s Edge database in multiple office locations spread across the country.
As we know, the importance of maintaining consistency and continuity throughout the database is absolutely essential, as the quality of the statistical, demographical and financial information generated out of Raiser’s Edge is dependent on how the database is populated and maintained. Thus it is crucial that all data entry personnel follow pre-described policies and protocols whenever data is entered into Raiser’s Edge. Though frequently these protocols are very organizationally specific, the internal consistency, accuracy and continuity within that organization must be maintained.
For most organizations that use Raiser’s Edge, all of the users are in one centralized location, indeed if not in the same office. For these organizations it is a relatively easy and straightforward task to keep all of the Raiser’s Edge users working together in a consistent and cohesive manner. Yet even for these organizations, inconsistent data entry can be a serious issue and it is essential for any organization, regardless of how their staff is situated, to pay attention to how their database is being populated.
That being said, organizations that have users spread out across a wide geographic area face all kinds of additional challenges in keeping their database consistent. Frequently the needs and priorities of regional and local personnel can usurp the needs and priorities of the national organization as a whole.
For example, these organizations often struggle with the most appropriate means of populating the menus in Raiser’s Edge, as they try to take into account both the regional tracking needs and the national needs. Thus, by trying to please all, dropdown menus can become convoluted and unmanageable if each region has its own unique options populated. Furthermore, it is that much more difficult to see the national picture if, for example, prospects or volunteers are segmented according to province. This challenge of deciding what should be “national” vs. what should be “regional” can be very difficult, especially concerning fundraising analytics, such as a national appeal vs. a regional appeal.
Another challenge that these organizations may face is in dealing with a limited number of available user licenses with a handful of users across the country that all need access to Raiser’s Edge throughout the day. It is obviously much easier to see if the person sitting beside you is logged on at the moment than someone a thousand kilometers away. This also raises the issue of the staff being somewhat unfamiliar with each other and an individual may not always feel comfortable relaying a Raiser’s Edge question, issue or problem to someone in a distant office that they have never met.
It is also much more difficult for the national office to feel confident that all Raiser’s Edge users, regardless of location, have consistently received the same level of Raiser’s Edge training and that everyone is populating Raiser’s Edge in a consistent manner. The national managers often fail to convince all users of the national significance of the data, and therefore it is hard to keep all users working together and consistently – “on the same page”.
Even something as banal as time zone issues and the inconvenience of getting Raiser’s Edge users together for meetings, discussions and tutorials can lead to long term problems.
For these organizations, it is important to regularly bring together those Raiser’s Edge users in an on-line, real-time environment for instruction, conversation and the reinforcement of consistent data entry practices. It can also be extremely valuable to engage the services of a Raiser’s Edge consulting team, such as RESolutionsTECH, who can go a long way to ensuring that all users have up to date training and that system wide policies and procedures are well documented and follow up is done to ensure they are adhered to.
Once an organization loses the consistency and continuity in their Raiser’s Edge database, it is very difficult to have confidence in the information generated in queries, reports and the Dashboard feature. It can also be a tremendous amount of work, time and expense to rectify those data inconsistencies that have accumulated over time.
Thus, these organizations have additional responsibilities that they must be prepared to face in order to ensure the accuracy of their data. At the same time, the highest onus resides with each and every Raiser’s Edge user. In any organization that relies on its database for information, there is no single more important person in that organization than the individual doing the data entry. For if the information is not entered into Raiser’s Edge in a consistent, accurate and meaningful manner, then any information generated out of Raiser’s Edge will be worse than meaningless; it will be wrong.
These users need to go above and beyond the average user’s responsibilities and work in sync with the people in the disparate locations to ensure that accuracy and consistency is maintained.
Regional managers need to ensure that they are taking into account the needs of the entire organization, and not just their own specific region or area.
And the importance of that national consistency must be reinforced to all users. Frequently someone may think to themselves, “Well, here I am in Calgary and really I am only ever interested in looking at data that is relevant to me and to my region. It makes no difference how the office in Halifax manages their Constituents or how they populate their regional information”. The problem with this rather short-sighted view, however, is that this particular user is not taking into account the needs of the national office, and simply because somebody in Calgary may only be interested in seeing Alberta numbers does not mean that those national figures are not important, and for the national numbers to be accurate, it is essential that those users in those distant offices are tracking information in Raiser’s Edge in a consistent manner.
To assist your organization in managing your Raiser’s Edge users, here are 10 “take-aways” to keep in mind:
• Different users entering data consistently across the board is always a challenge, whether those users are located together or spread apart in multiple locations.
• The organization’s Human Resources department should establish a required Raiser’s Edge training program with regularly scheduled tutorials that all users must attend in order to learn more Raiser’s Edge skills and to reinforce “best practices” and data entry policies.
• There should be a central base of knowledge established through which users can contact a resource that is well versed in the organization’s overall set-up and procedures.
• One senior Raiser’s Edge user should be assigned the regular task of evaluating the data entry done over a given time period through the use of queries and reports.
• Saved queries should be used as a reconciliation tool and as a means of ensuring consistency of data pulled. This can be accomplished, for example, through the use of the “Ask” feature, whereby the basic criteria in the query remains unchanged over time, yet specifics in the query can be determined at run time.
• Saved queries should also be used as pre-built merge queries, for example standard query exclusions and suppressions.
• The Batch feature should be used for all gift entry, unless volume dictates entry via import. This ensures that every gift in the batch, as well as across batches, is entered consistently and that all applicable gift entry fields are populated appropriately.
• A system should be set up where there is a monthly reconciliation of all the data entered.
• The Solicitor feature in Raiser’s Edge should be utilized whereby individuals and offices can be assigned as leads on Constituents.
• If the number of user licenses is an issue and users have difficulty logging on to Raiser’s Edge, then an organizational schedule should be outlined based on need and flexibility. Also, automated export and reports can be created and accessed from a centralized location to ease the strain on the user licenses.
At RESolutionsTECH we are Raiser’s Edge experts and our training team is ready to assist everyone in your organization use Raiser’s Edge to its fullest. Whether you are in the same location, or spread out among distant offices, we will work with you to reach that level of consistency and continuity, and then provide the expertise and on-going support to ensure that the consistency is maintained as your organization moves forward.
Wednesday, August 18, 2010
Thursday, May 20, 2010
A Few Random Questions
Hello and welcome to the arrival of spring and much finer weather!
This edition of my blog is a little more “ad hoc” than previous postings, as I will answer a few random questions sent to me from a couple of Blog readers. If ever you have a Raiser’s Edge or technology related question that you would like to see addressed in a future blog, please feel free to contact me directly at plucas@resolutionstech.com
Thanks to Gary in England and Sherry in Winnipeg for submitting the questions:
1) What is the purpose and appropriate use of the Relationship/Reciprocal drop down menus when establishing a relationship between Constituents?
2) How does sharing and copying a preferred address from one Constituent to another work?
3) What is the best way to handle and eliminate duplicate records from displaying in the output of a query?
1) Whenever you are establishing a relationship between Constituents in your Raiser’s Edge – whether that be a Relationship between two Individuals or a Relationship between an Individual and an Organization – it is important to accurately identify and track the type of Relationship that exists between the two Constituents. The Relationship and Reciprocal fields are used to describe this relationship.
In some instances, the Relationship and the Reciprocal fields may be identical. Many organizations choose to identify married couples as “Spouse” rather than “Husband” and “Wife” in the Relationship and Reciprocal fields. In this scenario, both the Relationship field and the Reciprocal field will have “Spouse” selected from the drop down menu on both records.
More commonly, however, these two entries will not be identical and will in fact be opposite to each other. For example, if you are establishing an employee—employer relationship between an Individual Constituent (the employee) and an Organizational Constituent (the employer) on each of those two records the Relationship and Reciprocal fields will be opposite. Thus, on the employer record, the Relationship field is marked as “Employee” and the Reciprocal is marked as “Employer” and on the employee record, the Relationship field is marked as “Employer” and the Reciprocal is marked as “Employee”.
Similarly, when establishing a relationship between, for example, a parent and child in your Raiser’s Edge, on the parent’s relationship record the Relationship field will be marked as “Child” and the Reciprocal field will be marked as “Parent”; on the child’s relationship record, those two field entries will be reversed.
Whenever you are establishing relationships between your Raiser’s Edge Constituents, it is important to track the type of Relationship using the Relationship and Reciprocal fields to easily identify how Constituents in your data base are related to one another. Keep in mind that you can create virtually any type of relationship between Constituents in your database, and while the most common relationship that you draw is likely to be a spousal relationship, any kind of relationship – from Friend to Golf Partner to Business Associate – can be established. Simply remember that in the Relationship drop down menu, select the individual’s relationship to the Constituent, such as “Mother” and in the Reciprocal field, select the Constituent’s relationship to the individual, such as “Son”.
2) Frequently when you have established Relationships between your Constituents, you will note that two Constituents may share the same preferred address, for example in the case of a married couple or a parent and a child that live at the same location. These addresses and corresponding phone types can be marked as “shared”, thus indicating that the same address is tracked on more than one record in your database. By clicking “Constituent” from the menu bar of an open Constituent record, you will note the option to Copy and Share the current Constituent’s address to another Constituent. Thus, address updates and changes made on one record can automatically be applied to the linked record.
3) For anyone who runs queries in Raiser’s Edge, without question one of the most frustrating aspects of the whole query process is having duplicate records displayed on the query output screen. Why does Raiser’s Edge produce multiple listings of the same Constituent when that Constituent is only in the database once? There are essentially two reasons why the same Constituent may appear multiple times in your query results:
A) The Constituent qualifies for the criteria you indicated multiple times. For example, if part of the query criteria is something like “Gift amount greater than $100.00”, and the Constituent has 5 gifts each greater than $100.00, then that Constituent will appear on your query results 5 times if you have chosen a query output of, say First and Last Name.
B) Another scenario that may cause the same Constituent to appear multiple times in the output is the fields chosen in the output screen. For example, if you choose to have phone number in the output, each phone number that a person has will appear on a separate row in your output, thus the same Constituent may appear multiple times.
There are two things you can do in Raiser’s Edge to limit the occurrence of duplicates:
i) Use the “Suppress Duplicate Rows” feature found as a checkbox within the query under the menu item “Tools”, then “Query Options” then “Record Processing”. This will help alleviate the issue, though it often will not completely solve the problem.
ii) The single best method of eliminating duplicates from appearing in your query output is to not have any output whatsoever. If the output tab is left completely blank, clicking on the Results tab will provide you with the number of Constituents that qualify for the criteria you have chosen. This number will NOT contain any duplicates. To verify this, compare this number without any output to the number of returns when output such as First Name and Last Name is indicated and you may notice a difference in the number of returns generated. The difference between these two numbers is the duplicates being displayed when output is chosen. Thus, having no output whatsoever will eliminate these instances of duplication. The query can then be saved with no output and the user can utilize the Raiser’s Edge Export feature found along the main blue menu bar to export the results of the query to, for example, an Excel spreadsheet without having the duplicated records displayed.
Thanks again for reading my Blog and please contact us at sales@resolutionstech.com if we can assist you in managing your Raiser’s Edge database more effectively.
We offer personalized on-line training sessions through which we can explore in much more detail those three questions in today’s blog or any other specific question or challenge that faces you and your staff while working in Raiser’s Edge. It is a powerful, comprehensive database system, but can only be truly effective if the users and data entry people are properly trained and acclimated to the nuances within the system. It is these details within Raiser's Edge that have a tremendous impact on your organization’s ability to track and maintain essential data on your donors, alumni, board members, event attendees, suppliers and any other businesses or individuals that you have a point of contact with.
This edition of my blog is a little more “ad hoc” than previous postings, as I will answer a few random questions sent to me from a couple of Blog readers. If ever you have a Raiser’s Edge or technology related question that you would like to see addressed in a future blog, please feel free to contact me directly at plucas@resolutionstech.com
Thanks to Gary in England and Sherry in Winnipeg for submitting the questions:
1) What is the purpose and appropriate use of the Relationship/Reciprocal drop down menus when establishing a relationship between Constituents?
2) How does sharing and copying a preferred address from one Constituent to another work?
3) What is the best way to handle and eliminate duplicate records from displaying in the output of a query?
1) Whenever you are establishing a relationship between Constituents in your Raiser’s Edge – whether that be a Relationship between two Individuals or a Relationship between an Individual and an Organization – it is important to accurately identify and track the type of Relationship that exists between the two Constituents. The Relationship and Reciprocal fields are used to describe this relationship.
In some instances, the Relationship and the Reciprocal fields may be identical. Many organizations choose to identify married couples as “Spouse” rather than “Husband” and “Wife” in the Relationship and Reciprocal fields. In this scenario, both the Relationship field and the Reciprocal field will have “Spouse” selected from the drop down menu on both records.
More commonly, however, these two entries will not be identical and will in fact be opposite to each other. For example, if you are establishing an employee—employer relationship between an Individual Constituent (the employee) and an Organizational Constituent (the employer) on each of those two records the Relationship and Reciprocal fields will be opposite. Thus, on the employer record, the Relationship field is marked as “Employee” and the Reciprocal is marked as “Employer” and on the employee record, the Relationship field is marked as “Employer” and the Reciprocal is marked as “Employee”.
Similarly, when establishing a relationship between, for example, a parent and child in your Raiser’s Edge, on the parent’s relationship record the Relationship field will be marked as “Child” and the Reciprocal field will be marked as “Parent”; on the child’s relationship record, those two field entries will be reversed.
Whenever you are establishing relationships between your Raiser’s Edge Constituents, it is important to track the type of Relationship using the Relationship and Reciprocal fields to easily identify how Constituents in your data base are related to one another. Keep in mind that you can create virtually any type of relationship between Constituents in your database, and while the most common relationship that you draw is likely to be a spousal relationship, any kind of relationship – from Friend to Golf Partner to Business Associate – can be established. Simply remember that in the Relationship drop down menu, select the individual’s relationship to the Constituent, such as “Mother” and in the Reciprocal field, select the Constituent’s relationship to the individual, such as “Son”.
2) Frequently when you have established Relationships between your Constituents, you will note that two Constituents may share the same preferred address, for example in the case of a married couple or a parent and a child that live at the same location. These addresses and corresponding phone types can be marked as “shared”, thus indicating that the same address is tracked on more than one record in your database. By clicking “Constituent” from the menu bar of an open Constituent record, you will note the option to Copy and Share the current Constituent’s address to another Constituent. Thus, address updates and changes made on one record can automatically be applied to the linked record.
3) For anyone who runs queries in Raiser’s Edge, without question one of the most frustrating aspects of the whole query process is having duplicate records displayed on the query output screen. Why does Raiser’s Edge produce multiple listings of the same Constituent when that Constituent is only in the database once? There are essentially two reasons why the same Constituent may appear multiple times in your query results:
A) The Constituent qualifies for the criteria you indicated multiple times. For example, if part of the query criteria is something like “Gift amount greater than $100.00”, and the Constituent has 5 gifts each greater than $100.00, then that Constituent will appear on your query results 5 times if you have chosen a query output of, say First and Last Name.
B) Another scenario that may cause the same Constituent to appear multiple times in the output is the fields chosen in the output screen. For example, if you choose to have phone number in the output, each phone number that a person has will appear on a separate row in your output, thus the same Constituent may appear multiple times.
There are two things you can do in Raiser’s Edge to limit the occurrence of duplicates:
i) Use the “Suppress Duplicate Rows” feature found as a checkbox within the query under the menu item “Tools”, then “Query Options” then “Record Processing”. This will help alleviate the issue, though it often will not completely solve the problem.
ii) The single best method of eliminating duplicates from appearing in your query output is to not have any output whatsoever. If the output tab is left completely blank, clicking on the Results tab will provide you with the number of Constituents that qualify for the criteria you have chosen. This number will NOT contain any duplicates. To verify this, compare this number without any output to the number of returns when output such as First Name and Last Name is indicated and you may notice a difference in the number of returns generated. The difference between these two numbers is the duplicates being displayed when output is chosen. Thus, having no output whatsoever will eliminate these instances of duplication. The query can then be saved with no output and the user can utilize the Raiser’s Edge Export feature found along the main blue menu bar to export the results of the query to, for example, an Excel spreadsheet without having the duplicated records displayed.
Thanks again for reading my Blog and please contact us at sales@resolutionstech.com if we can assist you in managing your Raiser’s Edge database more effectively.
We offer personalized on-line training sessions through which we can explore in much more detail those three questions in today’s blog or any other specific question or challenge that faces you and your staff while working in Raiser’s Edge. It is a powerful, comprehensive database system, but can only be truly effective if the users and data entry people are properly trained and acclimated to the nuances within the system. It is these details within Raiser's Edge that have a tremendous impact on your organization’s ability to track and maintain essential data on your donors, alumni, board members, event attendees, suppliers and any other businesses or individuals that you have a point of contact with.
Thursday, April 8, 2010
Managing Relationships In Raiser's Edge
What are Relationships in Raiser’s Edge and how are they managed?
The Relationships Tab on the Constituent record in Raiser’s Edge allows you to link records throughout your database in order to identify and track those Constituents that possess special affiliations and associations. Through this Relationships Tab, there are up to 6 different kinds of Relationships that you can track for a given Constituent:
Individuals
Organizations
Banks & Financial Institutions
Education & Schools
Assigned Solicitors
Funds
What is the purpose of drawing these relationships and how does doing so benefit your organization?
By being able to identify such things as married Constituents or Constituents that are employed by a given organization, you are much better able to fine tune mailing processes and Appeal segmentations.
In this way, your organization is better equipped to organize your fundraising efforts and maximize your returns.
In identifying and establishing these relationships among your Constituents you are building the “Relationship Tree”, through which you can see a real-time break-down of all of the relationships of the Constituent.
The most frequent kind of relationship that is likely to exist for an average Constituent is an Individual Relationship. It should be noted that Individual Relationships are not restricted to merely spouses. You can create virtually any kind of relationship that two human beings may possess, from parent – child to business partners to friends, etc. These Constituents, regardless of the relationship, will be linked via the Relationships Tab and will each appear as a Relationship for the other. Be sure to indicate both the “Relationship” and the “Reciprocal” fields to keep the Relationships in order across both linked records.
Another type of relationship that you are likely to frequently draw between your Constituents is an Organizational Relationship. This may be the place of business in which the Constituent is employed, for example. However, just as you are not limited to only having a spouse as an Individual Relationship, you are likewise not limited to only having an employer as an Organizational Relationship. An Organizational Relationship can be any organization that the Constituent has any kind of affiliation with. Perhaps they serve on the board of directors of the local hospital, or are a member of a club or museum. These, too, are relationships that should be identified and tracked via the Relationships Tab.
You can also draw a relationship between a Constituent and a specific bank or financial institution. This is likely to be done much less frequently than establishing Individual and Organizational Relationships. Often this type of Relationship will only exist in Raiser’s Edge if you require the Constituent’s banking information in order to process their giving transactions. For example, if the Constituent chooses to donate through Electronic Funds Transfer (EFT), certain specific banking information needs to be tracked and maintained.
A fourth type of Relationship that you can draw in Raiser’s Edge is an Educational Relationship. In drawing Relationships between your Constituents and their places of education, you are able to track such things as year of graduation, grade point average, major/minor, etc. This feature is used most often by Colleges and Universities that utilize Raiser’s Edge to maintain all of their Alumni information.
Assigned Solicitors is another type of Relationship that can exist between your Constituents. Assigned Solicitors are those Constituents who have a specific role, or function within your organization to raise monies from other Constituents. These solicitors are frequently made up of senior members of your organization, members of your Board of Directors, etc. Once a given Constituent has been assigned a solicitor, that solicitor relationship will be displayed on the Relationships Tab.
The sixth and final type of Relationship that you can draw within Raiser’s Edge is a Fund Relationship. It should be noted that a Constituent can have a relationship with more than just one Fund. Essentially, these are Funds with which the Constituent has a special affiliation. An example may be if a Constituent sets up a Fund in the memory of a deceased family member. In this instance, you would draw the Relationship between the Constituent and that specific Fund in order to quickly and easily identify both through whom the Fund was started and which Funds a Constituent feels are especially important to them. This too will assist you in segmenting your Appeals, as you can direct given Appeals to specific Constituents based on where the monies from those Appeals will be directed, ie. the Fund.
The Relationships Tab is one of the most important features on the Constituent record in Raiser’s Edge, and the importance of drawing these relationships amongst your Constituents should not be understated. It is key that these relationships be identified and tracked in order to maintain integrity and accuracy across your database. Relationships are also fundamental to reaching your fundraising goals. For example, if you have an Organizational Constituent that is willing to match the donations of their employees – a Matching Gift Company – then the employee/employer Relationship MUST be established via the Relationships Tab in order to create a matching gift pledge on the Organization’s Constituent record.
So remember to identify and track those relationships that exist throughout your database and build the Relationship Tree! You will be building your infrastructure for improved fundraising.
The Relationships Tab on the Constituent record in Raiser’s Edge allows you to link records throughout your database in order to identify and track those Constituents that possess special affiliations and associations. Through this Relationships Tab, there are up to 6 different kinds of Relationships that you can track for a given Constituent:
Individuals
Organizations
Banks & Financial Institutions
Education & Schools
Assigned Solicitors
Funds
What is the purpose of drawing these relationships and how does doing so benefit your organization?
By being able to identify such things as married Constituents or Constituents that are employed by a given organization, you are much better able to fine tune mailing processes and Appeal segmentations.
In this way, your organization is better equipped to organize your fundraising efforts and maximize your returns.
In identifying and establishing these relationships among your Constituents you are building the “Relationship Tree”, through which you can see a real-time break-down of all of the relationships of the Constituent.
The most frequent kind of relationship that is likely to exist for an average Constituent is an Individual Relationship. It should be noted that Individual Relationships are not restricted to merely spouses. You can create virtually any kind of relationship that two human beings may possess, from parent – child to business partners to friends, etc. These Constituents, regardless of the relationship, will be linked via the Relationships Tab and will each appear as a Relationship for the other. Be sure to indicate both the “Relationship” and the “Reciprocal” fields to keep the Relationships in order across both linked records.
Another type of relationship that you are likely to frequently draw between your Constituents is an Organizational Relationship. This may be the place of business in which the Constituent is employed, for example. However, just as you are not limited to only having a spouse as an Individual Relationship, you are likewise not limited to only having an employer as an Organizational Relationship. An Organizational Relationship can be any organization that the Constituent has any kind of affiliation with. Perhaps they serve on the board of directors of the local hospital, or are a member of a club or museum. These, too, are relationships that should be identified and tracked via the Relationships Tab.
You can also draw a relationship between a Constituent and a specific bank or financial institution. This is likely to be done much less frequently than establishing Individual and Organizational Relationships. Often this type of Relationship will only exist in Raiser’s Edge if you require the Constituent’s banking information in order to process their giving transactions. For example, if the Constituent chooses to donate through Electronic Funds Transfer (EFT), certain specific banking information needs to be tracked and maintained.
A fourth type of Relationship that you can draw in Raiser’s Edge is an Educational Relationship. In drawing Relationships between your Constituents and their places of education, you are able to track such things as year of graduation, grade point average, major/minor, etc. This feature is used most often by Colleges and Universities that utilize Raiser’s Edge to maintain all of their Alumni information.
Assigned Solicitors is another type of Relationship that can exist between your Constituents. Assigned Solicitors are those Constituents who have a specific role, or function within your organization to raise monies from other Constituents. These solicitors are frequently made up of senior members of your organization, members of your Board of Directors, etc. Once a given Constituent has been assigned a solicitor, that solicitor relationship will be displayed on the Relationships Tab.
The sixth and final type of Relationship that you can draw within Raiser’s Edge is a Fund Relationship. It should be noted that a Constituent can have a relationship with more than just one Fund. Essentially, these are Funds with which the Constituent has a special affiliation. An example may be if a Constituent sets up a Fund in the memory of a deceased family member. In this instance, you would draw the Relationship between the Constituent and that specific Fund in order to quickly and easily identify both through whom the Fund was started and which Funds a Constituent feels are especially important to them. This too will assist you in segmenting your Appeals, as you can direct given Appeals to specific Constituents based on where the monies from those Appeals will be directed, ie. the Fund.
The Relationships Tab is one of the most important features on the Constituent record in Raiser’s Edge, and the importance of drawing these relationships amongst your Constituents should not be understated. It is key that these relationships be identified and tracked in order to maintain integrity and accuracy across your database. Relationships are also fundamental to reaching your fundraising goals. For example, if you have an Organizational Constituent that is willing to match the donations of their employees – a Matching Gift Company – then the employee/employer Relationship MUST be established via the Relationships Tab in order to create a matching gift pledge on the Organization’s Constituent record.
So remember to identify and track those relationships that exist throughout your database and build the Relationship Tree! You will be building your infrastructure for improved fundraising.
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