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.
Autorentext
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.
Klappentext
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 mundanelet The Raiser's Edge® help you!
If you're a fundraiser for an organization that uses The Raiser's Edge softwarewhether it's with a hospital, school, museum or any other nonprofitFundraising 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.
Zusammenfassung
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.
Inhalt
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 Documenta…