 |
|
|
| |
Preserving institutional knowledge is a challenge every not-for-profit organisation faces. The only way to effectively protect all of the information that you and your canvassers gather over time is to store it in one centralised location.
With The Raiser’s Edge, you can manage all of the day-to-day details and interactions with prospects, donors, volunteers, members, grant makers, vendors, employees and anyone else you may come in contact with, allowing you to build and maintain institutional knowledge.
With The Raiser’s Edge, you can:
- Record every interaction you have with prospects and donors using the contact management feature to track the activity involved while canvassing your prospects
- Perform mail merges in Microsoft Word and save letters as an attachment to the constituent’s record
- Link scheduled activities in The Raiser's Edge to your Microsoft Outlook® Calendar to ensure staff do not miss important prospect meetings and phone calls
- Email constituents directly from their records, and quickly email groups of constituents
- Design cultivation strategies with Action Tracks, remembering all the important moments in your donors lives and all the next steps you need to take
- Create personalised acknowledgement or appeal letters
- Easily print mailing labels, envelopes, pledge reminders, gift receipts, acknowledgements, membership cards and renewal notices
|
|
|
|
