1. THE FINANCIAL EDGE
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2. THE FINANCIAL EDGE VALUE PROPOSITION
The Financial Edge helps nonprofit organizations focus on their
mission by spending less time wrestling with software.
Unlike for-profit systems, The Financial Edge gives you the
ability to easily budget and track
programs, restrictions, grants, donations, and services fees, while
managing costs and improving cash flow.
And its fast, flexible reporting will meet the needs of all your
stakeholders, allowing you to spend more time on the things that matter
most.
For the past 30 years we have helped nonprofit organizations
focus on their mission, and we can do the same for
you.
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3. CHART OF ACCOUNTS IN THE FINANCIAL EDGE
• To allow for fast, flexible reporting, The Financial Edge uses
characteristics such as Projects, Class, and Transaction Codes
• FE uses a modified table-based chart of accounts
• Example
- Without Projects:
• 01-4001-01 Disaster Relief – Fire
• 01-4001-02 Disaster Relief – Flood
• 01-4001-03 Disaster Relief – Hurricane
• 01-4001-04 Disaster Relief – Famine
- With Projects
• 01-4001 Disaster Relief
Project 01 – Fire
Project 02 – Flood
Project 03 – Hurricane
Project 04 – Famine
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4. SIGNS YOU NEED A NEW ACCOUNTING SYSTEM
• Spending too much money on accounting
services
• Users have minimal understanding
• Detailed info desired by Board members
and funding agencies is difficult if not
impossible to get
• Flat chart of accounts can’t be divided by
location, program, fund type, or any other
design factor
• Inability to automate the way totals are
posted to equity accounts
• No automatic allocation of expenses
• Increased manual journal entries
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5. WHAT MAKES THE FINANCIAL EDGE BETTER?
• Automatic closing entries by multiple characteristics is just the
beginning!
• Budgeting by program, grant, and/or department
- Budget across fiscal years
- What about budget changes during the year?
• Distribute to programs, departments, or locations right at the
transaction
• Automate investment income and fee allocations
• Indirect cost allocations with automated grant reimbursements
• Integration to Blackbaud’s suite of CRM products
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6. A SOLUTION TO FIT EVERY BUDGET
• Nonprofits don’t always have access to capital
• A variety of pricing options
- The Financial Edge Starter Subscription
- The Financial Edge Essentials Subscription
- Small Office
- Professional
• Sacrifice nothing
- Implementation
- Maintenance
- Hosting
- Software
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7. STEPS TO BLACKBAUD REFERRAL PARTNERSHIP
• Blackbaud is looking for collaborative Partners, to register:
 First, We begin the process by directing partners to the online referral agreement
 Second, We ask that the partner review and approve the agreement
 Third, The partner is now open to submit client requests by using this online form
• Once a lead is submitted:
 Blackbaud will assign the regionally appropriate sales executive to help evaluate
 The Blackbaud sales executive will work collaboratively
 In the manner requested by the referral partner
 Goal being to provide relevant informational and investment documentation
• The benefits of Referral Partnership:
 Upon sales completion and payment has been received in full
 Blackbaud will remit a check to the partner for 10% of the software value purchased
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8. ADDITIONAL VALUE FOR REFERRAL PARTNERS
• Added benefits for Blackbaud approved referral partners:
• Resources:
 Access to Sales Representatives
 Access to Training, Support, and Marketing Materials
 New to the program! Access to Sandbox accounts by request
 Discounted rates for BBCON and other Blackbaud events
• Selective Service Offerings:
 Blackbaud is open to working jointly with partners to deliver the best mix of services
 What is in the best interest of the customer?
 Services beyond what Blackbaud can offer
 Services preferred by the customer
 Examples: Project Management, Design, Data Services
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9. EVALUATION QUESTIONS FOR FINANCIAL EDGE
• To properly position an investment quote, your sales executive will need to know:
 What are the principal needs of the organization?
 Who is involved in the decision and what is the decision making process?
 What are the timelines and milestones? Ex: when live? when board meeting? budget?
 How many accounting users need to be in the system at one time?
 Do you have any users who would benefit from read-only rights?
 Do you record transactions in both CAD and USD?
• Modular options will be sent in summary format for you to assist in evaluation.
• If additional information is needed, your sales executive can outline the gaps.
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10. CONTACTS FOR REFERRAL PARTNERSHIP AND SALES
• For questions on setting up partnership and program details:
Alex Espinoza: Partner Manager
Alex.Espinoza@blackbaud.com
858-795-8931
• For questions regarding your regional sales executive:
Craig White, Manager of Sales, Blackbaud Canada
Craig.White@blackbaud.com
800-443-9441 x3278
• For questions regarding product positioning and marketing for this product:
Jeffery Sobers, Product Marketing Manager for Financial Edge
Jeffery.Sobers@blackbaud.com
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