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| Creative Querying in The Raiser's Edge® |
| Speaker: Richard Stefani, Software Trainer - Blackbaud |
| Session Description: |
Now that you know how to create a simple query, it's time for you to learn about the true power of Query! After attending this session, you will be well on your way to becoming the Query king or queen at your office. You will see the power of unusual operators, such as Blank, Like, and Ask. Also, you will gain an accurate understanding of when to query and when not to query. Using output queries and merging queries will also be discussed in this hands-on session.
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| Taking the Mystery Out of Reports in The Raiser's Edge® |
| Speaker: Virginia Holmes, Software Trainer- Blackbaud |
| Session Description: |
There are hundreds of reports in The Raiser's Edge, each with their own purpose. Have you ever tried to run two different reports and then compare them? Sometimes they don't match, and in most cases, they aren't supposed to! Learn how to make the best use of the different reports, determine when they should and should not match, and understand common reasons they may not match when they are supposed to.
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| A Guide to Mail-merging in The Raiser's Edge® |
| Speaker: Jean-Marc Rushton, Software Trainer - Blackbaud |
| Session Description: |
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Are you tired of manipulating multiple acknowledgement letters by hand? Learn to harness the power of both The Raiser's Edge and Microsoft Word® to largely automate the process of creating donor acknowledgement letters, honour/memorial acknowledgement letters, membership renewals, action follow-up letters, and more. You’ll get tips on how to set up fields to get the most out of your data, how to extract data from The Raiser's Edge, and how to set up Microsoft Word® documents to save time and reduce errors.
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| Beginners Guide to Gift Aid in The Raiser's Edge® |
| Speaker: Virginia Holmes, Software Trainer - Blackbaud |
| Session Description: |
Making the most of Gift Aid can be a quick and easy way to increase your income, and The Raiser’s Edge includes functionality to enhance this process. This session providesan overview of the steps involved in working with Gift Aid in The Raiser's Edge, from receiving a Gift Aid declaration to processing and reporting the claim.
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| Running a Volunteer Programme in The Raiser’s Edge® |
| Speaker: Kevin Brady, Account Executive - Blackbaud |
| Session Description: |
This session will demonstrate how you can obtain a complete view of your volunteer activity and understand the complexities associated with appointing volunteers that match your requirement. The speaker will show you tricks to identify volunteers who you would like to award special recognition, and simplify searches for suitable and available volunteers. And many more aspects of the volunteer programme....
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| Building Relations with Major Donors with The Raiser's Edge® and RE:Search |
| Speaker: Elliot Gowans, Sales Manager - Blackbaud |
| Session Description: |
This session will give you tips on tracking and building the relationship with your major gift prospects. From making sure you contact them at the right time, follow up on promised actions, record when you make an ask, through to monitoring your pipeline, and finally the conversion of pledges to donation. In essence, you will learn how to optimise your management of Major Gift Prospects.
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| Breaking the Code: Making Smart Decisions about How You Use Code Tables in The Raiser's Edge® |
| Speaker: Richard Stefani, Software Trainer - Blackbaud |
| Session Description: |
Do you struggle with your Raiser’s Edge tables? Do you wonder if you’re using your fields the way you should to track the right information? Worried that maybe you’re not using fields how they are supposed to be used? Whether you're a new Raiser’s Edge user or your organization’s “guru," this session can help. We’ll look at tables such as constituent codes, aliases, and additional addressees as well as salutations, relationships, gift codes, and more to help you ensure that you get the most out of The Raiser’s Edge.
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| Processing In Memorium donations in The Raiser's Edge® using RE:Tribute |
| Speaker: Louis Carr, Account Executive - Blackbaud |
| Session Description: |
Do you struggle with processing and recording donations received In Memorium? Would you like to be able to write to the next of kin informing them of the amount raised and the people who should their appreciation of their loved one? This session will demonstrate the tools within The Raiser's Edge and the RE; Tribute module that will allow you to successfully complete these activities, and many more...
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