Fundraising with The Raiser's Edge: A Non-Technical Guide [NOOK Book]

Overview

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...

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

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Overview

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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Product Details

  • ISBN-13: 9780470602317
  • Publisher: Wiley
  • Publication date: 2/4/2010
  • Sold by: Barnes & Noble
  • Format: eBook
  • Edition number: 1
  • Pages: 288
  • Sales rank: 503,067
  • File size: 4 MB

Meet the Author

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.

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Table of Contents

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.

Notes.

Chapter 2 Prospects, Donors, and Other Constituents.

Who Should Be Recorded in The Raiser's Edge.

Who Should Be a Constituent.

Constituent Tabs.

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.

1. Output Format.

2. Recipients.

3. Fields.

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 Gift Fundraising Tools.

The Lifecycle 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.

Notes.

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?

DBA Roles and Responsibilities.

Hiring.

Retention.

Version 8.

Summary.

Conclusion.

Appendix 1Converting to and Implementing The Raiser’s Edge.

Purchase Process.

Project Participant Training.

Project Planning.

Conversion and Business Process Development.

Conversion.

Pre-conversion Data Cleanup.

Business Process Development.

Custom Reports and Customizations

Final Push for Go-Live.

After Go-Live.

Appendix 2 Database Administrator Task List.

Technical Oversight.

User Oversight.

Data Oversight.

Summary.

Appendix 3 Policy and Procedure Documentation Example

Generating Direct Mail File Process for Generating Special Appeal Direct Mail Files.

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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Customer Reviews

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Sort by: Showing all of 2 Customer Reviews
  • Anonymous

    Posted February 21, 2014

    Extremely Helpful

    I was a RE user some years ago and I purchased this book to brush me up as my organization purchased RE and was building our database. This book was extremely helpful to me as I was building my database to help me define what is the difference between an action item and a note. What is an attribute, what constitutes a campaign and so many other helpful tips and tricks. I Highly Recommend this book to anyone who is new or old to RE for background info and to gain development dept knowledge!

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  • Posted May 4, 2011

    Fundraising with The Raiser's Edge

    I'm interested in reviewing this book

    0 out of 5 people found this review helpful.

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