Informationen zum Autor 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 A non-technical guide to The Raiser's Edge-the most widely-used fundraising database package on the market-for the fundraising professionalThe 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 takeawaysProviding 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. Zusammenfassung A non-technical guide to The Raiser's Edge - one of the most widely-used fundraising database packages. It educates your nonprofit about what The Raiser's Edge can do for you, and helps you effectively work with the staff who are responsible for data entry and output. It also helps you in your day-to-day fundraising work. Inhaltsverzeichnis 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 Tool...

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

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.

Zusammenfassung
A non-technical guide to The Raiser's Edge - one of the most widely-used fundraising database packages. It educates your nonprofit about what The Raiser's Edge can do for you, and helps you effectively work with the staff who are responsible for data entry and output. It also helps you in your day-to-day fundraising work.

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 Documentation Example: Generating Direct Mail File 245…