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Whether you are looking at selecting a new fundraising system, ways to optimize and integrate your current systems, or techniques to engage your constituents online - we can help!

We are proud of the fact that our clients come back to us again and again for expert advice and consulting on fundraising systems, business processes, data management, training, and custom report writing.

  • We understand the unique needs of non-profit organizations like yours.
  • We are committed to helping you make better use of your systems to enable successful fundraising activities and accountability to your donors.

Contact Us Today!

Introducing OnBoard

An online training program that really works!
Building confident Raiser's Edge Users, one session at a time.
  • Instructor Led
  • Interactive Online Training
  • Access to at least 10 sessions/month.
  • 30-day FREE TRIAL included in all plans.
  • Plans as low $49/month.

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Health Check

Ensure your database is set up properly and being utilized effectively.

Get your Health Check today and see the results in your fundraising.

OnBoard Sessions

Reviewing CRA Receipting Regulations
Begin: Mar 11, 2010 10:00 AM MT
The Canada Revenue Agency has all these "rules" they'd like us to follow. Fortunately they have a website we will review and see some of the resources we have available for tax receipt rules.

Dashboards - Creating and sharing dashboards
Begin: Mar 16, 2010 10:00 AM MT
Learn to setup, use, and share Dashboards and Panels. This dynamic reporting tool can give wonderful high level snapshots of how your organization is doing. Your Executive Director might even get over their fear of RE.

Administration - Set up security
Begin: Mar 16, 2010 1:00 PM MT
A properly set up Security group is essential to protecting the data in your system from both malicious intent as well as unintended accidents by untrained users. Get an overview of how Security works in Raiser's Edge and how to create users and groups.

Receipt - Create a consolidated receipt
Begin: Mar 18, 2010 10:00 AM MT
For many donors one receipt per donation is just too much paperwork. We'll learn how to create a consolidated receipt template for all their donations. This gives them one receipt at the end of the year.

Reports - Create an LYBUNT report and a Gift Detail Report
Begin: Mar 23, 2010 10:00 AM MT
Learn how to create, save, and run report parameter files for two popular canned reports in Raiser's Edge. The principles taught in theis session will allow you to run any report in Raiser's Edge.

Receipt - Void/ Re-issue/ Reprint
Begin: Mar 25, 2010 10:00 AM MT
Dogs not only eat homework - they also eat tax receipts. Find out how to give your donors replacement receipts and keep a solid audit trail in Raiser's Edge at the same time.

Reports - Create a Pivot Table
Begin: Mar 30, 2010 10:00 AM MT
Pivot reports are powerful data modeling tools that can dramatically change the way you look at your data in Raiser's Edge. Learn how they both answer and prompt questions about your Constituents

User Options - Configuring user options
Begin: Mar 30, 2010 1:00 PM MT
Each user can configure certain aspects of Raiser's Edge to their own liking. We'll have a look at what options are available and how standards around user options can be developed for your organization.

Reports - Create a Gift Entry Validation Report and a Gift Detail Report
Begin: Apr 1, 2010 10:00 AM MT
Learn how to run some gift-specific reports and use them to understand how your fundraising efforts are going.

Export - Export data to Microsoft Excel
Begin: Apr 13, 2010 10:00 AM MT
Sometimes Raiser's Edge is not the best tool to work with your data. Learn how to get your data out into Microsoft Excel

Training

You have made the investment, now make sure your staff can push Raiser's Edge to its limits and get your money's worth.

Pick the training program that works best for you!
More Info

Method Works Consulting

100-120 17 Avenue SW
Calgary, Alberta   T2S 2T2
Canada

 


Phone: 403-278-4892
Toll Free: 1-800-278-4892
Fax: 1-877-351-6494

 

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