Administering constituents2

Page 1

Administering Constituents RE/FE/GE


Purpose • Provide an overview of GE, RE & FE • Showcase the data points in which RE & FE integrate with GE • Inform from each system user perspective


GE, RE & FE Databases – Simply Defined GrantedGE Giving Money Away

Raiser’s Edge Raising Money & Contacts

Financial Edge Accounting for the Money


GE, RE, FE Integration Portal e.g. Proffer/Spectrum Web Online

Houses:  Online Applications, RFP’s, Proposals

Profile Information Gift/Contribution History

Central Database

Applications/Proposals Grant Requests Grant/Proposal History

GrantedGE (GE)/Spectrum Fund Statements

Houses data on:  Funds  Applications/Proposals  Grants  Scholarships  Workflow Tasks  Check request (aka invoice)

Financial Management

Fund Balances

Vendor/Payee Addresses

Grant Requestors Fiscal Sponsors Fund Information Donor Information Recipients

CRM e.g. Raiser’s Edge (RE) Houses data on:  Constituents (Grantees, Applicants, Fiscal Sponsors,   

Donors)

Contact Information Basic Fund Information Relationships (Grants, Fund Advisors & Primary)

Check Request (Invoice) Refund (Journal Entry) Adjustments

Financial System e.g. Financial Edge (FE) Houses data on:  Vendors (Payees) payment activity  Fund Balances  Processes checks  Create Invoices

Print Checks

Gift Information Fund Information


RE Perspective Integration from RE

• Bio/Organization Info • Addressee/Salutation • Addresses • Fund Info • Constituent Codes • Relationships • Attributes


RE Perspective Can Write Checks to Org

Integration from RE

Adding Scholarship Committees

Adding Grant Recipients Due Diligence

Requires Fiscal Sponsor


FE Perspective Integration from FE

• Vendor Info • Account Codes • Bank Account Information • Accounts Payable & General Ledger Processing • Fund Attributes • Viewing Invoices from GE • Journal Entries


A Sneak Peak at Configuration Integration from RE

Integration from FE


RE Constituent Record: Organization In RE

In GE


GE Symbols, Zoom Features & Hyperlinks Proposal Record

Grant Record

Scholarship Record


GE Symbols, Zoom Features & Hyperlinks Fund Record

Constituent Record


Turn static files into dynamic content formats.

Create a flipbook
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.