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