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

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.