Fundraising with The Raiser's Edge. A Non-Technical Guide

  • ID: 2217070
  • Book
  • 288 Pages
  • John Wiley and Sons Ltd
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Praise for Fundraising with The Raiser′s Edge®: A Non–Technical Guide

"Fundraising with The Raiser′s Edge is a must–read for every fundraiser. We put so much time, energy, and money into managing our data. Now, with this guidebook, I′m ready to get much more out of The Raiser′s Edge so we maximize our friend–raising and fundraising."
—Mark Stuart, Chief Development and Membership Officer, San Diego Zoo

"This book is a practical and easy to understand guide to The Raiser′s Edge written for fundraisers by a fundraiser. Packed with real–life scenarios, it is a must–read for every user."
—Jim Bush, Executive Director, Charleston Animal Society and Former Enterprise Business Architect, Blackbaud, Inc.

Focus on your mission, not the mundane—let The Raiser′s Edge® help you!

If you′re a fundraiser for an organization that uses The Raiser′s Edge software—whether it′s with a hospital, school, museum or any other nonprofit—Fundraising with The Raiser′s Edge: A Non–Technical Guide explains this powerful tool in a non–technical manner so you and your organization can focus on raising money instead of fussing with data.

The first book to take fundraisers step–by–step through Blackbaud′s The Raiser′s Edge software, this hands–on guide addresses the critical elements you as a fundraiser need to know about making optimal use of it for your purposes and working with your database staff, including:

  • Structuring and organizing your fundraising with the software
  • Finding and understanding biographical, contact, and giving information
  • Working with your staff to generate mailings correctly and on time
  • Managing the major gifts, grants, special events, and membership processes
  • Getting recommended reports, lists, and other data out in useful ways
  • Hiring, managing, and retaining your database administrator

No–nonsense and completely focused on your fundraising needs, this plain–English guide offers specific and clear direction for putting this popular program to work for your organization′s unique needs.

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Acknowledgments.

About the Author.

Introduction.

CHAPTER 1 Organizing Fundraising.

Getting Started with The Raiser′s Edge.

Accessing Campaign, Fund, and Appeal Records.

Defining Campaign, Fund, and Appeal.

Funds.

Appeals.

Campaigns.

Other Considerations.

Summary.

Note.

CHAPTER 2 Prospects, Donors, and Other Constituents.

Who Should Be Recorded in The Raiser′s Edge.

Who Should Be a Constituent.

Constituent Tabs.

Constituent Tabs for Optional Modules.

Tools for Fundraisers.

Summary.

CHAPTER 3 Gifts and Giving.

Gift Types.

Gift Tabs and Concepts.

Functionality by Gift Type.

Adjustments.

Constituent Giving Totals.

Understanding Gift Processing.

Summary.

CHAPTER 4 Direct Marketing and Other Mailings.

Four Steps.

Step 1. Output Format.

Step 2. Recipients.

Step 3. Fields.

Step 4. Field Content.

The Mailing Process.

Staff Training.

Reporting.

Putting This Together.

Summary.

CHAPTER 5 Events and Membership.

Events and Membership in Context.

Events.

Membership.

Summary.

CHAPTER 6 Major Gifts and Grants.

Basic Major Gifts Fundraising Tools.

The Life Cycle of a Major Gifts Donor in The Raiser′s Edge.

Protecting Your Prospects.

Major Gifts Process Reports.

A Word to Corporate and Foundation Fundraisers.

Making It Happen.

Summary.

Note.

CHAPTER 7 Reporting, Lists, and Other Output.

Output Tools.

Dashboards and Reports to Run.

Event, Membership, and Volunteer Reports.

Custom Reports.

Summary.

CHAPTER 8 Database Oversight.

Development or IT?

Database Administrator Roles and Responsibilities.

Hiring.

Retention.

Version 8 of The Raiser′s Edge.

Summary.

Conclusion.

APPENDIX A Converting to and Implementing The Raiser′s Edge.

Purchase Process.

Project Participant Training.

Project Planning.

Conversion and Business Process Development.

Custom Reports and Customizations.

Final Push for Go–Live.

After Go–Live.

APPENDIX B Database Administrator Task List.

Technical Oversight.

User Oversight.

Data Oversight.

Summary.

APPENDIX C Policy and Procedure Documentation Example: Generating Direct Mail File.

Criteria for Include Query.

Criteria for Exclude Query.

Merge Query Results.

Parameters for Export Files.

Uploading Data.

Marking Appeals and Packages on Constituent Records.

Bibliography.

Index.

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Bill Connors
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