About the Author.
CHAPTER 1 Organizing Fundraising.
Getting Started with The Raiser's Edge.
Accessing Campaign, Fund, and Appeal Records.
Defining Campaign, Fund, and Appeal.
CHAPTER 2 Prospects, Donors, and Other Constituents.
Who Should Be Recorded in The Raiser's Edge.
Who Should Be a Constituent.
Constituent Tabs for Optional Modules.
Tools for Fundraisers.
CHAPTER 3 Gifts and Giving.
Gift Tabs and Concepts.
Functionality by Gift Type.
Constituent Giving Totals.
Understanding Gift Processing.
CHAPTER 4 Direct Marketing and Other Mailings.
Step 1. Output Format.
Step 2. Recipients.
Step 3. Fields.
Step 4. Field Content.
The Mailing Process.
Putting This Together.
CHAPTER 5 Events and Membership.
Events and Membership in Context.
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.
CHAPTER 7 Reporting, Lists, and Other Output.
Dashboards and Reports to Run.
Event, Membership, and Volunteer Reports.
CHAPTER 8 Database Oversight.
Development or IT?
Database Administrator Roles and Responsibilities.
Version 8 of The Raiser's Edge.
APPENDIX A Converting to and Implementing The Raiser's Edge.
Project Participant Training.
Conversion and Business Process Development.
Custom Reports and Customizations.
Final Push for Go-Live.
APPENDIX B Database Administrator Task List.
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.
Marking Appeals and Packages on Constituent Records.