Fund Records as a Category in RENXT

Not having fund records along with their attributes handicaps our use of RENXT and the Analysis tools in RENXT. I, along with others have posted in other areas about this and the topic just gets buried and seemingly neglected.

For my organization, this has left papersave functions as an orphaned step child in RENXT as we purchased this exclusively for our fund agreements to facilitate access to off site staff working with donors.

Additionally, we use the fund attributes in Raiser's Edge to group funds into logical units for reporting purposes. Since this is missing from the analysis tool in RENXT I must always resort to workarounds to capture this information.

Any of your customers that have permanent endowments will understand these challenges when using RENXT.

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  • Aug 19 2020
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