In This Issue: Adding Matching Gift Companies and Matching Gift Pledges Finding the Right Report From the Forums: Using Raiser's Edge Across Departments New Client Document How the Site Administrator Approves or Adds New User Roles The Raiser's Edge 7.81.1334 Cumulative Patch 8 Available for Download Upcoming Training Classess Web Seminars Your Subscription Other Available Newsletters

Adding Matching Gift Companies:

1. Add an organisation record for the matching gift company (if one doesn't already exist).
   • If the organisation matches all of its employees' gifts, add the matching gift information on the organisation record's Org 1 tab.
   • If the organisation matches some, but not all, employees' gifts, add the matching gift information on the General 2 tab of the organisation relationship record on the individual's constituent record.
2. Mark the Organisation matches gifts checkbox.
3. Factor represents the ratio of the matching gift amount to the amount of the matched gift (e.g., "2.00" indicates the company matches a £100 gift with a £200 matching gift pledge).
4. Enter the financial year start date, as needed.
5. In the fields provided, enter any limits that apply to the company's matching gift policy.



6. Save the changes.
7. Now, the company appears in the search results when you search for matching gift companies.

Adding Matching Gift Pledges:

Note: If the individual and organisation are linked as relationships and the Organisation matches gifts checkbox is marked on the General 2 tab of the organisation relationship record, a matching gift pledge is generated automatically each time you add a gift on the individual's constituent record.

If the records are not linked, follow these steps:

1. Select the gift record's Matching Gifts tab.
2. Click New Matching Gift.
3. Click the binoculars and search for the matching gift company. This search is limited only to organisations for which the Org 1 tab's Organisation matches gifts checkbox is marked.
4. The gift details default based on the information on the organisation's Org 1 tab and the individual's gift — adjust as needed.
5. When you save the matching gift, it appears as an MG Pledge on the organisation's Gifts tab; a reference to the MG Pledge also appears on the individual's Gifts tab.
6. When you receive payment from the organisation, add a gift on the organisation's Gifts tab and apply it toward the outstanding matching pledge balance.

You can find this information in Knowledgebase (BB46624) when searching by How to add a matching gift company and a matching gift pledge.

• Determine what information you need. It may seem obvious, but it's important to start with a clear picture of your desired outcome. Are you reporting on constituent giving? If so, consider the Financial Reports category. Do you need information about pledges? If so, consider the Pledge Reports. For database analysis, consider the Analytical Reports and the Demographic and Statistical Reports categories.
• Review the Sample Reports Guide (PDF 1.45M). This guide divides the standard reports into the same broad categories. For each report, you'll find a brief overview, parameter descriptions, and a preview of what the report looks like. To access the guide from within The Raiser's Edge, select Help, User Guides from the menu bar. Select Reports, Sample Reports Guide.
• Access built-in Help topics if you have any questions. Helpful report hints appear at the bottom of each Reports page in The Raiser's Edge. When looking at Report Categories, you can review a list of Commonly Used Reports. When looking at a specific report, you'll see brief report descriptions and copies of sample reports. Also, press F1 within report parameters to review descriptions of available options on each tab.
• Review The Raiser's Edge FAQs. The Outputting Information section contains links to Knowledgebase solutions about reports. The FAQs also contain information about report options, anonymous gifts, and troubleshooting report problems. These are updated regularly to reflect current information as well as new report features.
• Try reports with a test query first. So you understand how a report processes, run it using a small test query that contains only records with which you're familiar. Consider including a few records with complicated giving histories, so you can see how their gifts are treated. Click Layout to quickly preview a report using a few records from the sample database. Make sure you experiment with the report parameters — you'll learn how different parameters impact the report totals.
• Save your report parameters. Once you've determined which report you need, document and save your report parameters. When you do, if you re-run it later, you'll be comparing apples to apples. You'll save time and your totals will be consistent. To print a control report, select the Format tab, highlight Criteria, and mark the Print Report Criteria checkbox. Keep in mind that each report is designed to look at data differently, to give you different types of information about your database, so comparing totals between different reports may not provide identical results.
• Document it in a policies and procedures manual. After taking the time to determine what reports you need, create an office policy and document it in your policies and procedure manual (BB90981).

You can find this information in Knowledgebase (BB8368) when searching by How to determine which report to run in The Raiser's Edge.

Do you use Raisers' Edge across departments within your organisation? Wayne Robinson of University of Ulset at Jordanstown, asked for advice on The Raiser's Edge 7 Forum. Join the discussion. Have a question for your peers? Post it on the Forums. You can read the answers online, or if you prefer to receive postings via email, just mark a checkbox in your forum preferences. Want to know more? Review Forum Help.

• Adobe Acrobat (PDF 1.54M)
• Microsoft Word (DOC 796K)

Thanks, Karen! If you have a document to share, email usersedge@blackbaud.com. If you send it by March 30, we'll register you in our quarterly drawing. We'll announce the winner in the April 2 issue of The User's Edge.

Can't wait for your survey to arrive? Email us your feedback any time at support@blackbaud.co.uk.

To perform these tasks, the Site Administrator must first log into our Web site, click My Profile at the top right of any Web page, and click Manage Roles in the left navigation bar.

To approve roles, the Site Administrator simply clicks Approve for each request. To add roles, the Site Administrator follows these simple steps:

1. Select the record to update from the list of users and click Manage Roles.
2. Mark or unmark the appropriate checkboxes.
3. Click Submit Roles.

Find your Site Administrators by clicking My Profile. Your organization's Site Administrators are listed at the bottom of the Default Organization section.

This information is also in Knowledgebase (BB326140) and in our Web Site Security Changes.

Answers on Demand Printer-friendly version (PDF 109K) Visit our Web site at www.blackbaud.co.uk: Select Knowledgebase from the Support menu to find answers to how-to questions and resolutions for error messages. Select FAQs from the Support menu to find answers to the most common questions. Select Forums from the Support menu to discuss best practices with your peers and review Client Documents they've shared. Are you a new user? Review Welcome to Blackbaud.

• Download and install cumulative patch 8, released February 19, 2007.
• Review the Patch Readme to determine if the patch resolves an issue you are experiencing.

• Review the Release Readme for the issues resolved.
• Review the Outstanding Issues List for the issues we're currently evaluating.
• Download and install RE:Anywhere if your database includes this optional module.

• Blackbaud products have not been confirmed compatible with Microsoft Vista (BB263240). Do not install Microsoft Vista until compatibility has been confirmed.
• The Raiser's Edge 7.81 is compatible with SQL Server 2005 Service Pack 1 (BB204458).
• SQL Server 2000 Enterprise or Standard Edition Service Pack 3 or 3a are not compatible with The Raiser's Edge 7.81 (BB96666).

Training Courses

Classroom Training Dates for 2007

Our London and Glasgow training centres are fitted with state-of-the-art computer projection equipment so everyone can view the step-by-step demonstrations of software features. Each individual benefits from their own computer workstations for hands-on training.

At Classroom Training, you are removed from the day-to-day distractions and interruptions common in most office settings. Here, you can focus all of your energy on learning.

Classroom Training provides you the opportunity to exchange ideas with other software users. You will learn alongside your peers who are facing the same challenges you are. Hearing how others are using their Blackbaud products, or planning to use them, is a valuable benefit of the learning process. Just listening to questions being asked by fellow users pays immense dividends.

If you would like some more details on the training courses, please e-mail Solutions@blackbaud.co.uk.

Spaces on the following courses in our London and Glasgow training venues are available now.

For further information on courses for The Raiser's Edge Version 6, please contact your account manager or email solutions@blackbaud.co.uk. Also check http://training.blackbaud.co.uk

What is your online fundraising strategy— 28 February, 2007 at 10:30 a.m.
For Raiser's Edge users looking to harness the fundraising power of the web

To view the list of available seminars, select Web Seminars from the Events section of our Web site. For more information, email solutions@blackbaud.co.uk.

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