Are you sending out a mailing to your supporters but not sure how to track it in Raiser’s Edge? Join us to learn the best practices for sending out appeals and organizing your data.
This therapy session will use lectures, group discussions, and a case study to get you on the right track!
Just like traditional group therapy we are offering you the opportunity to connect with other non-profit professionals in your community who have the same or similar experiences in using The Raiser's Edge. Through these FREE, facilitated discussions, we hope that you will leave the user group more knowledgeable than when you entered and know that you are not alone.
What To Expect:
Discover techniques on how to maximize your use of The Raiser's Edge.
Encourage other Raiser's Edge users by sharing your success stories.
Share your challenges and explore solutions together.
Expand your network of Raiser's Edge users to help you along the way.
Our summertime OnBoard sessions have been scheduled!
Here is a sampling of some of the topics being covered in our upcoming sessions.... Acknowledgement - Create an acknowledgement letter in Mail You got a donation? Awesome! You better thank those fine folks. We'll teach you how to create a great looking letter which is highly personalized. If you can edit a Word document you can create a Donor Acknowledgment letter. Thursday, June 03, 2010 at 10:00AM
Labels - From Mail and the constituent record Save your arm from writing! Save your printer from chewing up envelopes! Use Raiser's Edge to generate Avery mailing labels for you. Tuesday, June 08, 2010 at 10:00AM
Configuration - Setting up Attributes and Tables Learn how to create, edit and configure attributes so that they work for you and not the other way around. Tuesday, June 08, 2010 at 01:00PM
Receipt - Create a consolidated receipt 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. Thursday, June 17, 2010 at 10:00AM
Administration - Set up security 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. Tuesday, June 22, 2010 at 01:00PM
Receipt - Void/ Re-issue/ Reprint 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. Thursday, June 24, 2010 at 10:00AM
GL Post - Posting transactions to Financial Edge or other accounting system Creating gift records is not the end of the gift entry procedure. Learn how the General Ledge function in Raiser's Edge can help you lock down gift records and create a log of any changes to the gifts after they are entered. Thursday, July 08, 2010 at 10:00AM
Create and Use Default Sets Tired of entering the same exact data over and over and over? Default sets can help you speed things up significantly. Tuesday, July 13, 2010 at 10:00AM
