One idea is to code all match (the John Smith entries) to a specific source code and then eliminate that source code from all reports, but I think this may be an arduous way about it--there's always a chance that you'd forget and the reports would overstate your numbers. Am wondering about the matching fields, and whether anyone has pursued it from that end. or, whether others have created a separate function entirely (new file etc...). Or whether the solution is not to book grants.....
Ideas? thoughts?
thanks!!
-c
--
Cecily Clemons
Development Director
Predator Conservation Alliance
P.O. Box 6733
Bozeman, MT 59771
406.587.3389
406.587.3178 (fax)
E-Mail: [EMAIL PROTECTED]
Website: www.predatorconservation.org
Saving a place for America's predators
Speak out for grizzly bears in the Northern Rockies! Visit
http://www.predatorconservation.org/get_involved/take_action/activist.html
learn how you can help shape the future of the grizzly bear.
From: "Walter Daniels" <[EMAIL PROTECTED]>
Reply-To: "TechRocks Support" <[EMAIL PROTECTED]>
Date: Tue, 21 May 2002 16:46:14 -0400
To: "TechRocks Support" <[EMAIL PROTECTED]>
Subject: [support] RE: Matching Grants
There is no support in eBase for hard vs soft credits so you are on your own in terms of marking them (in the memo field perhaps). eBase is not an accounting program so what you do there and what you do in your real accounting program is up to you as long as you don't expect to reconcile reports between eBase and your accounting program. Marking them both hard and soft will result in double accounting and possibly inflated reports out of eBase which you will have to hand adjust if distribute reports from eBase.
-----Original Message----------------------- Reminder to each recipient: To change your list account preferences, go to http://email.sparklist.com/scripts/lyris.pl?enter=support and enter the email address you used to subscribe to the ebase support list:: [EMAIL PROTECTED] To unsubscribe send a blank email to [EMAIL PROTECTED] --------------------------------------------------------------------- ebase - Relationship Management for Nonprofits, http://www.ebase.org ---------------------------------------------------------------------
From: Cecily Clemons [mailto:[EMAIL PROTECTED]]
Sent: Tuesday, May 21, 2002 4:04 PM
To: TechRocks Support
Cc: Debbie Raynor
Subject: [support] Matching Grants
Here's a question I've been puzzling over.
We have a foundation who is has granted us a challenge (matching) grant. What we'd like to do is to extend this to our members, as a way to increase giving, offering the opportunity to increase their giving level. So, for example, if John Smith gives $100 to this specific effort, then his giving level will be posted at $200 (a 1-to-1 match)
With other systems I've worked on you can do this easily because the posting of gifts is based on "soft credits and hard credits" So, what you'd do is to book the foundation gift as a hard credit (total challenge grant, say $2K for the sake of argument) and the $100 (match) for John Smith as a soft credit. This way, you can go back in the next year and ask for a renewal of the increased amount ($200), and yet all fiscal reports will report the numbers correctly....John Smith at $100 and Foundation Y at $2,000 (because it only pulls hard credits).
Anyone encounter this and have a solution? And, yes, we are booking and tracking grants in ebase.....
Any suggestions would be greatly appreciated!
-Cecily
--
Cecily Clemons
Development Director
Predator Conservation Alliance
P.O. Box 6733
Bozeman, MT 59771
406.587.3389
406.587.3178 (fax)
E-Mail: [EMAIL PROTECTED]
Website: www.predatorconservation.org
Saving a place for America's predators
Speak out for grizzly bears in the Northern Rockies! Visit
http://www.predatorconservation.org/get_involved/take_action/activist.html
learn how you can help shape the future of the grizzly bear.
------------------ Reminder to each recipient: To change your list account preferences, go to http://email.sparklist.com/scripts/lyris.pl?enter=support and enter the email address you used to subscribe to the ebase support list:: [EMAIL PROTECTED] To unsubscribe send a blank email to [EMAIL PROTECTED] --------------------------------------------------------------------- ebase - Relationship Management for Nonprofits, http://www.ebase.org ---------------------------------------------------------------------
------------------ Reminder to each recipient: To change your list account preferences, go to http://email.sparklist.com/scripts/lyris.pl?enter=support and enter the email address you used to subscribe to the ebase support list:: [email protected] To unsubscribe send a blank email to [EMAIL PROTECTED] --------------------------------------------------------------------- ebase - Relationship Management for Nonprofits, http://www.ebase.org ---------------------------------------------------------------------
