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 is designed to use Appeal to track the specifics of an ask (say a direct mail piece, event) to be…

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 so I wanted to drop a quick walk through video on how to get it accomplished.  You might need to…

nonprofit technology raiser’s edge

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 some of the confusion and communication challenges when working with other folks on the team. One way to accomplish this…

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 the nonprofit industry.  With a majority of the folks on the call using Raiser’s Edge, I figured I would drop…

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 successfully to exceed fundraising goals. Let us teach you how to effectively use staff volunteers and financial resources. Regardless of…

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. Well attending BBCON2016 I stumbled into a session where the perfect image was in the Power Point presentation. Hope this…

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 on reporting and how to use that reporting to accomplish the business goals of your nonprofit.

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 after seeing the product ROADMAP I am excited to say I would tell everyone when asking me this questions: Wait…