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A non-technical guide to The Raiser's Edge-the most widely-used fundraising database package on the market-for the fundraising professional The first-ever guide to The Raiser's Edge database package for the fundraising professional, Fundraising with The Raiser's Edge: A Non-Technical Guide educates your nonprofit about what The Raiser's Edge can do for you and will help you more effectively work with the staff who are responsible for data entry and output. * Helps your organization get much greater return on The Raiser's Edge, and use it to raise more money more effectively and with less…mehr
A non-technical guide to The Raiser's Edge-the most widely-used fundraising database package on the market-for the fundraising professional The first-ever guide to The Raiser's Edge database package for the fundraising professional, Fundraising with The Raiser's Edge: A Non-Technical Guide educates your nonprofit about what The Raiser's Edge can do for you and will help you more effectively work with the staff who are responsible for data entry and output. * Helps your organization get much greater return on The Raiser's Edge, and use it to raise more money more effectively and with less stress * Contains specific and clear direction on the key areas you should know without technical discussion * Includes numerous checklists to give you practical takeaways Providing you with the non-technical details you need to know to recruit, manage and retain quality database personnel, Fundraising with The Raiser's Edge: A Non-Technical Guide will help you in your day-to-day fundraising work without needing to become a database expert.
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Autorenporträt
BILL CONNORS, CFRE, is an independent consultant and trainer on the Blackbaud fundraising software The Raiser's Edge. Until June 2005, Bill was Principal Consultant for Fundraising Systems for Blackbaud, having helped found the Blackbaud consulting program in 1998. He has been providing consulting and training on The Raiser's Edge in the United States, Canada, the UK, and Europe since 1995. Bill also worked for Junior Achievement as the Director of Development in Arizona and as Director of Field IT for the national headquarters, overseeing the roll-out of The Raiser's Edge in the field offices.
Inhaltsangabe
Acknowledgments xi About the Author xiii Introduction xv Chapter 1 Organizing Fundraising 1 Getting Started with the Raiser's Edge 2 Accessing Campaign, Fund, and Appeal Records 3 Defining Campaign, Fund, and Appeal 5 Funds 10 Appeals 12 Campaigns 14 Other Considerations 16 Summary 20 Note 21 Chapter 2 Prospects, Donors, and Other Constituents 23 Who Should Be Recorded in the Raiser's Edge 24 Who Should Be a Constituent 26 Constituent Tabs 29 Constituent Tabs for Optional Modules 58 Tools for Fundraisers 62 Summary 64 Chapter 3 Gifts and Giving 65 Gift Types 67 Gift Tabs and Concepts 69 Functionality by Gift Type 77 Adjustments 82 Constituent Giving Totals 83 Understanding Gift Processing 85 Summary 92 Chapter 4 Direct Marketing and Other Mailings 95 Four Steps 96 Step 1. Output Format 98 Step 2. Recipients 99 Step 3. Fields 112 Step 4. Field Content 115 The Mailing Process 120 Staff Training 123 Reporting 124 Putting This Together 124 Summary 125 Chapter 5 Events and Membership 127 Events and Membership in Context 127 Events 128 Membership 135 Summary 140 Chapter 6 Major Gifts and Grants 143 Basic Major Gifts Fundraising Tools 146 The Life Cycle of a Major Gifts Donor in the Raiser's Edge 151 Protecting Your Prospects 171 Major Gifts Process Reports 173 A Word to Corporate and Foundation Fundraisers 177 Making It Happen 178 Summary 179 Note 179 Chapter 7 Reporting, Lists, and Other Output 181 Output Tools 181 Dashboards and Reports to Run 189 Event, Membership, and Volunteer Reports 199 Custom Reports 200 Summary 201 Chapter 8 Database Oversight 203 Development or IT? 203 Database Administrator Roles and Responsibilities 204 Hiring 216 Retention 220 Version 8 of the Raiser's Edge 222 Summary 223 Conclusion 225 Appendix A Converting to and Implementing the Raiser's Edge 229 Purchase Process 230 Project Participant Training 230 Project Planning 230 Conversion and Business Process Development 231 Custom Reports and Customizations 233 Final Push for Go-Live 233 After Go-Live 234 Appendix B Database Administrator Task List 235 Technical Oversight 235 User Oversight 237 Data Oversight 240 Summary 243 Appendix C Policy and Procedure Documentation Example: Generating Direct Mail File 245 Criteria for Include Query 246 Criteria for Exclude Query 246 Merge Query Results 247 Parameters for Export Files 247 Uploading Data 249 Marking Appeals and Packages on Constituent Records 249 Bibliography 251 Index 253
Acknowledgments xi About the Author xiii Introduction xv Chapter 1 Organizing Fundraising 1 Getting Started with the Raiser's Edge 2 Accessing Campaign, Fund, and Appeal Records 3 Defining Campaign, Fund, and Appeal 5 Funds 10 Appeals 12 Campaigns 14 Other Considerations 16 Summary 20 Note 21 Chapter 2 Prospects, Donors, and Other Constituents 23 Who Should Be Recorded in the Raiser's Edge 24 Who Should Be a Constituent 26 Constituent Tabs 29 Constituent Tabs for Optional Modules 58 Tools for Fundraisers 62 Summary 64 Chapter 3 Gifts and Giving 65 Gift Types 67 Gift Tabs and Concepts 69 Functionality by Gift Type 77 Adjustments 82 Constituent Giving Totals 83 Understanding Gift Processing 85 Summary 92 Chapter 4 Direct Marketing and Other Mailings 95 Four Steps 96 Step 1. Output Format 98 Step 2. Recipients 99 Step 3. Fields 112 Step 4. Field Content 115 The Mailing Process 120 Staff Training 123 Reporting 124 Putting This Together 124 Summary 125 Chapter 5 Events and Membership 127 Events and Membership in Context 127 Events 128 Membership 135 Summary 140 Chapter 6 Major Gifts and Grants 143 Basic Major Gifts Fundraising Tools 146 The Life Cycle of a Major Gifts Donor in the Raiser's Edge 151 Protecting Your Prospects 171 Major Gifts Process Reports 173 A Word to Corporate and Foundation Fundraisers 177 Making It Happen 178 Summary 179 Note 179 Chapter 7 Reporting, Lists, and Other Output 181 Output Tools 181 Dashboards and Reports to Run 189 Event, Membership, and Volunteer Reports 199 Custom Reports 200 Summary 201 Chapter 8 Database Oversight 203 Development or IT? 203 Database Administrator Roles and Responsibilities 204 Hiring 216 Retention 220 Version 8 of the Raiser's Edge 222 Summary 223 Conclusion 225 Appendix A Converting to and Implementing the Raiser's Edge 229 Purchase Process 230 Project Participant Training 230 Project Planning 230 Conversion and Business Process Development 231 Custom Reports and Customizations 233 Final Push for Go-Live 233 After Go-Live 234 Appendix B Database Administrator Task List 235 Technical Oversight 235 User Oversight 237 Data Oversight 240 Summary 243 Appendix C Policy and Procedure Documentation Example: Generating Direct Mail File 245 Criteria for Include Query 246 Criteria for Exclude Query 246 Merge Query Results 247 Parameters for Export Files 247 Uploading Data 249 Marking Appeals and Packages on Constituent Records 249 Bibliography 251 Index 253
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