Author: Rebel Saffold III

About Rebel Saffold III

Rebel Saffold III is CEO of Lebertech Technology Services, blogger, speaker and nonprofit operations consultant. He has a specific passion for utilizing nonprofit technology to exceed the goals of organizations.

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 is designed to use Appeal to track the specifics of an ask (say a direct mail piece, event) to be […]
read more
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 so I wanted to drop a quick walk through video on how to get it accomplished.  You might need to […]
read more
In some cases videos or group training just won’t provide you with the support you need to get up to speed quickly or maybe you have a unique project and would like someone to walk through the process with you and tell you the do’s and don’t. We offer block training hours deliver remotely or […]
read more
The basics for any organization to communicate their mission to possible funders and supporters is to provide an online point of communication.  Wordpress is a great tool to meet this need.  During this course you will gain the skills to successfully manage and update the website at your organization. What we will cover: This course […]
read more
This course provides you with the immediate tools your organization needs to successfully benefit from your investment in Raiser’s Edge. With this annual subscription you provide a consistent professional development resource for your team to improve on existing skills and add new skills required for the success of the organizations and the mission you support. […]
read more
MailChimp is one of the premier email marketing system on the market.  During this course we will cover the primary processes required to work within the system. Giving you the system to communicate with your constituents.  Consistent engagement is a key process in the stewardship of your supporters.
read more
NetCommunity, one of Blackbaud’s web interfaces to a number of their solutions including Raiser’s Edge.  This course will provide you with the tools to get into the system and use functionality such as event registration forms, giving pages, email marketing and more.  If your goal is to get up to speed quickly and begin or […]
read more
This is an amazing opportunity to invest in the professional development of the entire team at your organization.  With dozens of webinars and workshops generated by the Lebertech you have the opportunity to watch and learn on your schedule.  With this annual subscription the entire team can access training and strategy webinars when the need […]
read more
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 some of the confusion and communication challenges when working with other folks on the team. One way to accomplish this […]
read more
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 for you and Business Intelligence is only for large corporations, read this one line: Business Intelligence is slang for Reporting […]
read more
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 the nonprofit industry.  With a majority of the folks on the call using Raiser’s Edge, I figured I would drop […]
read more
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 successfully to exceed fundraising goals. Let us teach you how to effectively use staff volunteers and financial resources. Regardless of […]
read more
In this video, Rebel Saffold III, CEO of Lebertech, talks about Tips & Tricks used for keeping donors engaged and appealing to new ones
read more
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. Well attending BBCON2016 I stumbled into a session where the perfect image was in the Power Point presentation. Hope this […]
read more
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 on reporting and how to use that reporting to accomplish the business goals of your nonprofit.
read more
In this video, Rebel Saffold III, CEO of Lebertech, talks about some of the way you can use Raiser’s Edge to power through the challenges your nonprofit is experiencing.
read more
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 after seeing the product ROADMAP I am excited to say I would tell everyone when asking me this questions: Wait […]
read more
Hey just wanted to drop a quick note and a few photos during our return to BBCON this year. Lot of blog posts in detail on our website on some of the sessions I attended and my perspective and thoughts on why I have to give it up to Blackbaud.
read more
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 didn’t find me dancing to crazy, that was 2011).  For me it was a different approach and look at BBCON […]
read more
Great conference and good to see folks I haven’t seen in a few years. Crashing the Social Media Lounge: That is all!
read more
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 quick blog post on it. Folks the Events Module (BTW, stop calling it the Special Events Module or SEM) is […]
read more
I’ve always been a lover of NetCommunity from the moment I laid hands on it!  However over the last few years it seemed like with the purchase of Convio by Blackbaud they moved on to Luminate and Online Express as their premier products, and so did I.  Even speaking with a few sales reps I […]
read more
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. I can totally respect your choice to use the system in a different way, but when you go outside of […]
read more
In this video Rebel Saffold talks about why you should work together to find solutions.
read more
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 a consistent opportunities to begin the change the organizational culture to not only accept a Moves Management Program, but to […]
read more
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 and experience in Raiser’s Edge. Though a very powerful tool and something that anyone who considers themselves to be a […]
read more
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 Tell Them Their Card Declined And It Was My Fault”
read more
In this video, Rebel Saffold III, CEO of Lebertech, talks about how using the tools provided in The Raiser’s Edge to stay organized will help with executing tasks and processes efficiently and accurately.  
read more
In this video, Rebel Saffold III, CEO of Lebertech, talks about changing your fundraising strategy to a Generate not Earn methodology.  
read more
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 the information you need to set it up correctly. I just wrote a quick email to a client to begin […]
read more
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 becomes when making the decision to store and code that data intelligently so you can benefit from it by creating […]
read more
If you’re a NetCommunity user and supervisor then here are three quick setting you may want to double check that you’ve addressed correctly. NetCommunity Supervisor Accounts: When is the last time you took a moment to double check the number of Supervisor accounts you have in NetCommunity?  With new users being added and changes in […]
read more
Microsoft is finally catching up by introducing its new browser Microsoft Edge as a replacement to Internet Explorer in Windows 10. Microsoft has built this new browser from the ground up with its own rendering engine. Although Internet Explorer was not very popular, Edge has proved to be quite different from its predecessor. It’s elegant, […]
read more
In this video, Rebel Saffold III, CEO of Lebertech, talks about the opportunities nonprofits have to get money in the door faster by using technology.  
read more
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.
read more
In this video, Rebel Saffold III, CEO of Lebertech, talks about the “bugs” that come with software and technology.    
read more
The replacement for IE It seems that the launch of Windows 10 changed a lot of things in the world of technology. This is where Microsoft Edge comes in. It’s the replacement of Internet Explorer. Chrome, on the other hand, is an established Internet giant that has been used for a long time now. Microsoft […]
read more
This Example Gift Acceptance Guidelines can be used to create a gift acceptance guidelines. It can be downloaded by clicking on the image below.
read more
Handle Inviting Org Contacts Events the Raisers Edge: Now I understand there are definitely two ways of managing event invites when it comes to an Organization. I know there are those of you who build the relationship to the organization and check that little box for “Contact” Well, I started this blog post a few months […]
read more
This Example Gift Acceptance Policy can be used to create a Gift Acceptance Policy. It can be downloaded by clicking on the image below.
read more
In this Rebel’s Rant Rebel Saffold III discusses how the challenges technology professionals have in the #nonprofit industry. Specifically he discusses queries, and how we provide whats requested not what requests have in their pretty little heads.
read more
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 mistake most make is thinking the “Head Of Household” coding is actually on the constituents record. It’s not. Period. If you actually […]
read more
This Example Endowment Minimum Chart is an example of an endowment minimum chart. It can be downloaded by clicking on the image below.
read more
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 Raiser’s Edge for the last 10 years and all households are on one record (for example, you would open one […]
read more
If you’re a consistent user of your Raiser’s Edge database then data integrity often becomes an issue.  What do we mean by data integrity? The health and quality of your data.  Developing a philosophy where you commit to maintaining data in specific fields in your Raiser’s Edge database will provide you with the resources to […]
read more
Our Database Audit Solution is for organizations in the research phase of making your database a priority and who would like to determine the opportunities and challenges in the database. Phase 1: Discovery and Requirements Collection Session During this session we meet with all stakeholders in the organization and determine the existing challenges with your database. […]
read more
Our Raiser’s Edge Consulting services are tailored to the organization that we work with.  We use a strategic process in developing a unique solution to meet the needs of each organization. Phase 1: Discovery and Requirements Collection Session During this session with meet with all stakeholders in the organization and determine the existing challenges with your Raiser’s […]
read more
Your WordPress site can be hacked. It can also vulnerable to incorrect updates, user error and server crashes. That is why you need a strong back-up solution and UpdraftPlus is one of the best. It is: Secured with supporting encryption at multiple levels thus protecting your backups from being hacked. A trusted backup solution because […]
read more
Evernote has been the most dominating note taking software for the last 5 years but the introduction of Microsoft OneNote has created tough competition for the prevailing champ! Both applications are equally efficient but each one has its unique pros and cons. So, let’s compare the two and see which one is better. Which One […]
read more
This Example Gift Agreement can be used to create a gift agreement. It can be downloaded by clicking on the image below.
read more
Sometimes it’s just easier to capture and show a picture than wasting words on explaining your ideas. Whether you are a teacher, an advertiser, a designer or anyone who needs pictures and videos, you should think about getting a screen capture app. And if that app’s performance is great and it’s also easy to use, […]
read more
Marketing can be achieved a lot of different platforms. This is a positive step but it has also made marketing more like a race where everyone wants to win by reaching out to a wider audience. It also means that you have little control over the results. You have reached out to the sparkling world […]
read more
This Example Gift Policy Manual can be used to create a gift policy manual. It can be downloaded by clicking on the image below.
read more
Do you love spending hours listening to music? Besides listening to songs from your playlist, do you love streaming it online? Then it’s time to learn about two major players in the world of digital music industry. Music Catalog Both the services are immensely popular but there is a great difference in the size of […]
read more
If we take a look at the world of social media, we are not limited to Facebook anymore. Most of us have multiple accounts on different platforms. Some of us do it just for fun and some of us use it for marketing and business purposes as well. Sometimes managing multiple accounts can be difficult […]
read more
This Example Information Request Card can be used to create an information request card. It can be downloaded by clicking on the image below.
read more
Dropbox and Google Drive were the start of cloud-based storage. Read on for our assessment of them. Which One’s Easier to Use? When it comes to Dropbox vs. Google Drive in terms of ease of usage, here’s The ease of use in Dropbox boils down to the syncing procedure. Dropbox uses a dedicated syncing folder […]
read more
Ever heard of GIMP? It’s the free alternative photo editing software for photographers and small business owners who don’t want to purchase Photoshop. In fact it is free, open source photo editor and graphic design software. GNU Image Manipulation Program (GIMP) is a good tool for those who don’t need a heavy duty image editor. From […]
read more
Whether you are running a business or working as a professional, you need different software and applications to run things smoothly. If you have a Mac, you might need programs, functions and apps that are only available on Microsoft.  You may need to test software or your company uses applications that are available only for […]
read more
This Example Gift Acceptance Policy can be used to create a gift acceptance policy. It can be downloaded by clicking on the image below.
read more
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.
read more
This Example Endowment Form Agreement can be used to create ab Endowment Form Agreement. It can be downloaded by clicking on the image below.
read more
This Example Annual Fund Plan can be used to create an Annual Fund Plan.  It can be downloaded by clicking on the image below.
read more
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.
read more
This P1771 is the Charitable Contributions Substantiation and Disclosure Requirements issued by the IRAS for Tax Exempt and Government Entities and Exempt Organizations. It can be downloaded by clicking on the image below.
read more
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.
read more
This Example Stewardship Plan can be used to create a stewardship plan. It can be downloaded by clicking on the image below.
read more
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.
read more
This Example Naming Opportunites Guidelines can be used to create guidelines for naming opportunities. It can be downloaded by clicking on the image below.
read more
In this video we show you how to use widgets on your WordPress blog.
read more
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.
read more
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 Annuities; and the gift of one’s personal residence or farm with retained life estate; Other gifts – including life insurance policies, charitable […]
read more
This Example Data Request Form can be used to for data requests. It can be downloaded by clicking on the image below.
read more
In this post we show you how to add tags to your WordPress posts.
read more
Today we discuss why Why SnagIt is the best screen capture application.  Sometimes it’s just easier to capture and show a picture than wasting words on explaining your ideas. Whether you are a teacher, an advertiser, a designer or anyone who needs pictures and videos, you should think about getting a screen capture app. And […]
read more
In this tutorial we show you how to add categories in WordPress.
read more
Looking for a CRM for your small business? You have come to the right place. In this post we look at the top 3 CRMS systems for small business. The market can quite frankly dazzle and confuse anyone of us, not because it doesn’t offer the things you want but because it offers so much […]
read more
This Example Deposit Slip can be used to record deposits. It can be downloaded by clicking on the image below.
read more
This Example Fund Policies and Procedures can be used to create Policies and Procedures. It can be downloaded by clicking on the image below.
read more
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.
read more
This Example Stewardship Plan can be used to create a Stewardship Plan. It can be downloaded by clicking on the image below.
read more
, Most of the security problems and hacks get back to one major problem – passwords. Most of us have many different accounts, not just individually but at the company level as well. It’s difficult to remember all the passwords, so it’s important to save all passwords in one place or to have some sort […]
read more
We’re very excited to announce a project we have been working on for the last 4 months, the Lebertech Nonprofit Document Library is OPEN! With all of us so busy but still being required to create new and refresh copies of appeals, stewardship etc, we at Lebertech wanted to create a resource that allows you to browse hundreds of proven […]
read more
Project management is one of the most important parts of any business organization. It makes it easier to assign tasks and track the progress of your employees, even your own progress. While bigger companies are labeled as “cool” because they get to play with the cooler toys, why not you? Big companies can afford the […]
read more
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.
read more
This Example Records Management Policy can be used to create a records management policy. It can be downloaded by clicking on the image below.
read more
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.  
read more
In this video, Rebel Saffold III, CEO of Lebertech, talks about how to get the most out of your time.
read more
When you own a small business, it’s really important to keep a record of every sale, transaction, taxes, salaries and all sorts of expenses. Do you find things are getting lost? Do you find yourself tearing your hair out because you have lost receipts? Can’t keep track of business documents? Expensify is a great solution! It is […]
read more
Recently I had an opportunity to speak at a nonprofit management degree course at Metro State University.  I received this great thank you card from the participants. Isn’t it great? I’d like to say to the group that I’m very thankful for the opportunity they gave me to speak. I relish any opportunity to be able to […]
read more
In this video, Rebel Saffold III, CEO of Lebertech, talks about the book How Making Money Is Killing Your Business by Chuck Blakeman. Rebel had to opportunity to meet with Chuck and discuss his book. In particular, Rebel talks about the “tyranny of the urgent”.  
read more
Here we present the Top 5 Ways Small Business Can Use Evernote. When you’re panicking about managing your ever-increasing contact list and don’t know how to prioritize, when your browsing history is not reflecting that amazing website with all relevant stuff or you messed up previous business reports, in all these situations a productive management tool […]
read more
This Example Prospect Management Manual can be used to create a Prospect Management Manual. It can be downloaded by clicking on the image below.
read more
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.
read more