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Yes, much of the time, business leaders have issues develop needing their attention as the morning progresses causing them to cancel out on lunch meetings. If you get them first thing, they are fresh and not distracted by the issues of the day. ...

I was going to suggest what Michelle did.  We use classes in Quickbooks to correspond with the 990:  Management & General, Program Services, and Fundraising.  There are subclasses in Program Services to reflect the different programs and targeted funds ...

Using appeals to segment donors funds is not ideal and is in fact, wrong. You really don't know what appeal people are necessarily responding to - they use another envelope, etc. You can create funds in Raiser's Edge and that's the way to track donations. ...

You do need to keep track of restricted gifts somehow. We found that using "classes" within Quickbooks was easier for our finance team than using income accounts for this. ------------------------------ Michelle Holcomb, CFRE ----------------------- ...

I don't think you can legitimately say that a donor's gift was used for a particular purpose without having put it in a corresponding fund. That's the only way to track how the money was actually spent/directed. Doing it without creating the funds could ...

Breakfast is absolutely the better time to attract business leaders.  That said if you have a very compelling event early evening is feasible. ------------------------------ Peter Hansen Principal (917)510-5522 ------------------------------