Blackbaud K-12 User Conference Breakout Session Raiser’s Edge Best Practices for K–12 Schools - Bill Connors

2. RAISER’S EDGE BEST
PRACTICES FOR K–12 SCHOOLS
Bill Connors, CFRE, bCRE-Pro
© 2015 Bill Connors, CFRE

3. Agenda
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1. Alumni Module
2. Constituent Codes
3. Constituent Code Reporting
4. School Integration
5. RE 7.94
6. Fundraiser Use/RE NXT
7. Strong DBA
8. Q&A

4. Alumni Module
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5. Alumni Module
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Bio 1 Education button without the module

6. Alumni Module
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7. Alumni Module
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8. Alumni Module
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9. Alumni Module
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10. Alumni Module
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11. • At the core of it, fundraisers ask 3 questions
about the money they raise:
– How was it raised?
– What is it for?
– Who gave it?
• In The Raiser’s Edge, this is tracked as:
– How was it raised? = Appeals
– What is it for? = Funds
– Who gave it? = Constituent Codes
Constituent Codes
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12. • Constituent Codes = Donor Types
– Secondarily: Why are they in our database?
• Educational institutions use the most
Constituent Codes
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13. Constituent Codes
• Well-defined
– The purpose of the table
– The values in the table
• Table order based on priority
• Date From and Date To maintained
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14. • Use the dates—they do work: the date range of the code
needs to overlap the date range of the report
– “Current” is defined in Query with the second line of “Cons Code
Date to blank”
• “Former” codes?
– See www.billconnors.com/pages/resources/documents.php for my
fundsvcs post on this topic re: board members
Constituent Codes
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15. Constituent Code Reporting
• Gift Detail and Summary Report
• Demographic and Statistical Reports
– Statistical Reports
– Comparisons and Summaries
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16. School Integration
• Whipple Hill “on”
integration
• Education Edge
• Other
• New students, new
parents, promoting
students, graduating
students, faculty,
staff…
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17. RE 7.94
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18. Fundraiser Use/Raiser’s Edge NXT
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19. Fundraiser Use/Raiser’s Edge NXT
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20. Strong DBA
1. Responsibility
2. Leadership
3. Training
4. Documentation
5. Relationships
6. Product Knowledge
7. Technology
8. Fundraising
9. Advancement Services
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21. Q&A/Contact Info
Bill Connors, CFRE, bCRE-Pro
Independent Consultant on
The Raiser’s Edge and
Raiser’s Edge NXT
San Francisco, CA
415.861.5454
bill@billconnors.com
www.billconnors.com
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