Lebertech Blog

Effective Use Of Appeals and Funds between Raiser's Edge and Financial Edge

Hey folks, this is an email I recently sent and felt it might help some others on managing Appeals and Funds in Raiser's Edge and Financial Edge.   Hey XXXXXXX, Thanks for the question.  RE…


Attaching Media To A Gift Record In Raiser's Edge

The need to scan documents for gift records directly onto a gift record in Raiser's Edge has been a question I have been asked on a few occasions, and it can be a little sticky…


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Raiser's Edge Best Practices: Event Record Request Form

Event management, setup and maintenance is a challenge all in itself.  The responsibility of managing RSVP's, venues, contracts and important attendees is enough to drive anyone mad. I know we have been able to eliminate…


What Is Business Intelligence And Is It For Us?

Now I'm sure some or most of you have heard the term Business Intelligence, however the term and technology is relatively new to the nonprofit industry.  Now before you think this blog post is not…


Integration Between Raiser's Edge and WealthEngine

We recently had a great and informative webinar with the great folks at WealthEngine and Mike Lukich.  During that webinar (that you can view here) there was a lot of conversation around integration with databases used in…


Webinar: Nonprofit Reporting – Best Practices for decision making

In this webinar, Rebel will walk through 10 best practice example reporting that can be generated through any database system. Some of the highest performing nonprofits use reporting on a regular basis to make decisions…


Finally, The Basics How Raiser's Edge and Financial Edge Intergrate

I've worked with the two tools enough that I throw Project ID, T-Code, Fund and Appeal around without thinking others would like to know just what terminology to use when working with the two tools.…


Colorado Nonprofit Association Fall Conference: The Power Of Raiser's Edge Reporting

In this video, Rebel Saffold III, CEO of Lebertech, talks about the power of the standard reporting built into the Raiser's Edge. Even if you don't use Raiser's Edge you can grab some valubale suggestion…


Rebel, what do you think about RENXT?

Fresh off BBCON (I'm on the plan back to Denver now), I have to address this RENXT subject that I keep getting asked. Before BBCON2016, I was always a NO (really a HELL NO) but…


The Best Skill BBCON 2016 Taught You That You Didn't Know

Well, this was an interesting week at BBCON 2016.  There will be a number of blog post from me on my experiences at BBCON (don't worry I grew up a bit this year and you…


Raiser's Edge Events Module Requires To Much Data Entry: Your're Doing It Wrong

I just love when I hear this question in our consulting or trainings we provide! I just recently heard this in our St. Louis, MO training this week and it drove me to write a…


Are You A Problem Solver?

In this video Rebel Saffold asks you, "Are you are problem solver?".


Raiser's Edge Fundamentals: Appeals & Packages

Ok, let me begin this with being my usual self and keep it real.  What I am speaking on in this post is not my opinion it's how Raiser's Edge was truly designed to work.…


Working Together To Find Solutions

In this video Rebel Saffold talks about why you should work together to find solutions.


The One Field In The Raiser’s Edge That Will Change Moves Management In Your Organization FOREVER

Organizations that make executing a moves management program face a number of challenges. Everything from staff resistance, technology challenges, identifying prospects finding talented development officers (Major Gift Officers, there is a major difference). We’ve noticed…


What To Consider When Importing In Raiser’s Edge

Well first of all I will begin this blog post with a straight blanket statement. Using the RE Import tool is not anything I would suggest anyone considers using without a considerable amount of work…


Top 10 Common Reasons Your Recurring Batches In The Raiser's Edge Have Errors

Ever have BBMS errors when processing EFT transaction in The Raiser's Edge? Ever Ask Yourself: "Why Is This Not Running Successfully? It Ran Fine Last Month" Ever Feel: "I Would Hate To Call Them And…


Want To Know What You Need To Setup An Event In RE and NetCommunity?

Hello there, if your like me and create, manage and maintain a number of small and large events in RE and NetCommunity then I'm sure you're always chasing event coordinators around to collect all of…


Notepad: Where Data Goes To Die In The Raiser's Edge

Now that we have an amazing tool like The Raiser's Edge that can not only store data intelligently but then also provide us with that data in an intelligent report.  Pretty awesome right? The challenge…


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Example Naming Facilities and Properties Policy

This Example Naming Facilities and Properties Policy can be used to create a policy for Naming Facilities and Properties. It can be downloaded by clicking on the image below.


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Example Gift Acceptance Guidelines

This Example Gift Acceptance Guidelines can be used to create a gift acceptance guidelines. It can be downloaded by clicking on the image below.


nonprofit technology raiser’s edge
Example Gift Acceptance Policy

This Example Gift Acceptance Policy can be used to create a Gift Acceptance Policy. It can be downloaded by clicking on the image below.


A Quick Tip: Head Of Household Queries in The Raiser's Edge

After consulting with dozens of Nonprofits and having many discussions about "Head Of Household" queries in The Raiser's Edge the question is always the same: How do I build a "Head Of Household" query? The biggest…


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Example Endowment Minimum Chart

This Example Endowment Minimum Chart is an example of an endowment minimum chart. It can be downloaded by clicking on the image below.


A Quick Tip: Putting Two Names On One Record In The Raiser's Edge

Working with different nonprofits around the country has given me a realistic view on how household records are created and managed in The Raiser's Edge. What I've seen ranges from organizations who have used The…


nonprofit technology raiser’s edge
Example Gift Agreement

This Example Gift Agreement can be used to create a gift agreement. It can be downloaded by clicking on the image below.


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Example Gift Policy Manual

This Example Gift Policy Manual can be used to create a gift policy manual. It can be downloaded by clicking on the image below.


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Example Information Request Card

This Example Information Request Card can be used to create an information request card. It can be downloaded by clicking on the image below.


nonprofit technology raiser’s edge
Example Gift Acceptance Policy

This Example Gift Acceptance Policy can be used to create a gift acceptance policy. It can be downloaded by clicking on the image below.


nonprofit technology raiser’s edge
Example Fund Management Policies and Procedures

This Example Fund Management Policies and Procedures can be used to create Policies and Procedures for Fund Management . It can be downloaded by clicking on the image below.


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Example Endowment Form Agreement

This Example Endowment Form Agreement can be used to create ab Endowment Form Agreement. It can be downloaded by clicking on the image below.


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Example Endowment Fund Activity Report

This Example Endowment Fund Activity Report can be used to create an endowment fund report. It can be downloaded by clicking on the image below.


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Example Standard Operating Procedures for Gift Giving

This Example Standard Operating Procedures for Gift Giving can be used to create standard operating procedures for gift giving. It can be downloaded by clicking on the image below.


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Example Proposals Submitted Report

This Example Proposals Submitted Report can be used to create proposals submitted report. It can be downloaded by clicking on the image below.


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Example Stewardship Plan

This Example Stewardship Plan can be used to create a stewardship plan. It can be downloaded by clicking on the image below.


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Example Naming Universities and Colleges Policy

This Example Naming Universities and Colleges Policy can be used to create a policy for Naming Universities and Colleges.  It can be downloaded by clicking on the image below.


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Example Naming Opportunites Guidelines

This Example Naming Opportunites Guidelines can be used to create guidelines for naming opportunities. It can be downloaded by clicking on the image below.


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Example Planned Giving and Donation Programs Resource List

This Example Planned Giving and Donation Programs Resource List can be used to create a Planned Giving and Donation Programs Resource List. It can be downloaded by clicking on the image below.


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Example Planned Giving Policy

This Example Planned Giving Policy can be used to create a planned giving pollcy cover things such as Gifts by Will and Bequest; Gifts of remainder interest – including Charitable Remainder Unitrust, Charitable Remainder Annuity Trust, Charitable Gift…


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Example Data Request Form

This Example Data Request Form can be used to for data requests. It can be downloaded by clicking on the image below.


nonprofit technology raiser’s edge
Example Deposit Slip

This Example Deposit Slip can be used to record deposits. It can be downloaded by clicking on the image below.


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Example Fund Policies and Procedures

This Example Fund Policies and Procedures can be used to create Policies and Procedures. It can be downloaded by clicking on the image below.


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Example Annual Scholarship Fund Letter

This Example Annual Scholarship Fund Letter can be used to create a letter to advise about the annual scholarship fund. It can be downloaded by clicking on the image below.


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Example Stewardship Plan

This Example Stewardship Plan can be used to create a Stewardship Plan. It can be downloaded by clicking on the image below.


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Example Gift In Kind Policy

This Example Gift In Kind Policy can be used to create a gift-in-kind policy. It can be downloaded by clicking on the image below.


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Example Records Management Policy

This Example Records Management Policy can be used to create a records management policy. It can be downloaded by clicking on the image below.


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Example Periodic No Contact Confirmation Postcard

This Example Periodic No Contact Confirmation Postcard can be used to create a postcard to send to prospects that have not been recently contacted. It can be downloaded by clicking on the image below.  


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Example Prospect Management Manual

This Example Prospect Management Manual can be used to create a Prospect Management Manual. It can be downloaded by clicking on the image below.


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Example Non Designated Donations Policy

This Example Non Designated Donations Policy can be used to create a donations policy for non designated gifts. It can be downloaded by clicking on the image below.


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Example Pledge Reminder

This Example Pledge Reminder can be used to create a Pledge Reminder. It can be downloaded by clicking on the image below.


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Example Reunion Volunteer Gift Letter

This Example Reunion Volunteer Gift Letter can be used to write a volunteer letter. It can be downloaded by clicking on the image below.


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Example Rollover Acknowledgement Letter

This Example Rollover Acknowledgement Letter can be used to create a Rollover Acknowledgement Letter. It can be downloaded by clicking on the image below.


nonprofit technology raiser’s edge
Example Gift Agreement

This Example Gift Agreement can be used to create gift agreement. It can be downloaded by clicking on the image below.


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