Constituent Relationship Management (CRM)
 Complementary Fundraising Methods
 Efficiencies and Process Improvement
 Optional Solutions

• Constituent Relationship Management (CRM)
  Coordinate activities and enhance communications with the people most important to you by preserving an institutional memory of every constituent’s relationship with your organisation.
• Comprehensive Relationships on Funds
  Maintain full visibility into the source of funds and always have fast access to the managers of donor-advised funds and scholarships.
• Moves Management and Major Gift Cultivation
  Easily profile and cultivate constituent relationships using tools such as action tracks to ensure important tasks get done on time.
• Prospect Research Management
  Ensure high quality donor service when you manage prospective major and legacy gift donors from identification and profiling to the cultivation and ask — all from one system.
• Volunteer Management
  Coordinate your volunteers, track their hours and ensure they are being used effectively by scheduling them for assignments based on their availability and interests. Record specific information on skills, experience and certifications in addition to the timing for each volunteers’ next service award.
• Membership Management
  Keep track of your members and their activities. Quickly produce membership cards, lists, directories and statistical analysis reports. Reduce lapsed and dropped members by sending out renewal notices, and use barcode scanning to provide member services at kiosks and event check-ins.
• Honour/Memorial Tracking
  Record all gifts made in honour or memory of individuals and properly acknowledge the donor and his or her contribution to the specified honouree and designated family members.
• Alumni Tracking
  Effectively reach and manage your school’s alumni. Produce up-to-date class lists, comprehensive directories and a full host of alumni reports including detailed analysis of alumni giving levels and more. 

Complementary Fundraising Methods:

• Legacy Marketing
  Accurately maintain, track and access legacy giving information to offer expanded services and special attention to this growing segment.
• Event Management
  Organise and manage your fundraising events with a comprehensive tool to track invitees, seating arrangements, travel, lodging and more. Record prices and fees so you can quickly calculate how much revenue your event produces.

Tools for Efficiency and Process Improvement:

• Scalable Giving Hierarchy
  Set up and manage your campaigns to match the way your organisation raises money with a flexible, yet easy-to-use method for tracking any combination of campaigns, funds and appeals.
• Automated Task Scheduling and Recurring Queues
  Save time and get organised by automating repetitive tasks in The Raiser’s Edge Enterprise. Set up a group of reports, queries, imports, exports and mailings to be executed automatically to keep your whole team informed.
• Single Sign-on / Windows® Authentication
  Maintain security but cut the hassle of having to administer multiple passwords when you grant access to The Raiser’s Edge Enterprise through each user’s network log-in and password.
• Web-based access to The Raiser’s Edge Enterprise
  Conduct the majority of your fundraising and relationship activities from anywhere you have Web access. Expand the power of The Raiser’s Edge Enterprise with this cost-effective solution for executives, remote offices, volunteer leadership and traveling staff members who need fast access to constituent information.
• Performance Dashboards
  View summary charts and launch a detailed analysis of your campaigns, appeals, pipeline and financials with one-click access to your fully customisable dashboard.
• Query and Segmentation of Donor Records
  Build queries and campaign segments using a simple drag-and-drop method requiring no programming knowledge.
• Postal Discounts for Mailing Efficiency
  Save money by improving the quality of your constituent addresses — even if you use a mail house. Presorting enables your organisation to receive the lowest possible discounts by printing the required postal reports, bar-coded mailing labels and sack and bag labels.

Optional Solutions Include:

• Developer’s Tool Kit for custom application development
  Customise The Raiser’s Edge Enterprise to accommodate your organisation’s policies and procedures by writing business rules or designing custom screens using VBA (Visual Basic for Applications). Use The Raiser’s Edge API (Application Programming Interface) to create a “front-end” to The Raiser’s Edge Enterprise, or design custom interfaces to other software, such as ticketing, patient tracking, subscription and case management applications.
• RE:NetSolutions for online fundraising and communication
  RE:NetSolutions is comprised of RE:NetDonors. Additional options include:
  
  
  • RE:NetMail for mass email communication
  • RE:NetEvents for online event coordination
  • RE:NetDirectories for online people search and donor recognition
  • RE:NetVolunteers for online volunteer management
  • RE:NetMembers for online membership services
  
  With RE:NetSolutions, you can implement an online giving programme without worrying about programming your Web site or adding staff. In addition, the solution seamlessly integrates with The Raiser’s Edge Enterprise, allowing you to leverage important information on constituents in your email campaigns and eliminating errors caused by duplicate data entry
• Address Validation for Mailing Accuracy
  Automatically standardise spelling, abbreviations and punctuation, and add postcodes to your addresses — enabling you to reduce lost, misdirected and returned mail.