Fundraising With the Raiser''s Edge - A Non-Technical Guide

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...

List 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 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.

Report

"The book has a simple premise: If you are smart enough to be a professional fund raiser, you re smart enough to learn to properly use the software. Connors work has a 3-fold purpose: to enable the professional to work with database staff to meet objectives with the least possible confusion and stress; to familiarize the professional with the parts of the database that it is necessary to master, in order to best utilize it; and, finally, to enable the organization s staff to set up, maintain, and maximize the database s usefulness. The fact that Connors meets these objectives in a concise and readable manner makes this book a "must-have" for every professional fundraiser." ( SanFranciscoBookReview , June 2010)

Product details

• Authors: Bill Conners, Connors, B Connors, Bill Connors, Connors Bill
• Publisher: Wiley, John and Sons Ltd
• Languages: English
• Product format: Paperback / Softback
• Released: 19.03.2010
• EAN: 9780470560563
• ISBN: 978-0-470-56056-3
• No. of pages: 288
• Subjects: Guides > Law, job, finance; Social sciences, law, business > Business > Management; Business & management, Gemeinnützige Organisation, Wirtschaft u. Management, Gemeinnützige Organisationen / Mittelbeschaffung, Non-Profit Organizations / Fundraising & Grantsmanship