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The Secret Tools in Your Raiser’s Edge Database 
Explore Your Database’s 
Major Gift Prospects 
NAOMI HARDING
Agenda 
• Discuss Moves Management 
• Explore the benefits of the Giving Score 
• Describe ResearchPoint™ 
• Demonstrate Actions and Action Tracks 
• Demonstrate RE:Search™ 
• Explain Solicitor relationships 
2 #bbcon
Overview 
Moves Management Strategies 
3 #bbcon
Overview 
Moves Management Examples
Identification: Start with the free 
Giving Score 
5 #bbcon
Identification 
• Enables you to target and identify 
your best supporters 
• Segments your constituents into four 
groups based on likelihood and 
capacity to give 
• Improves efficiency with greater 
management over constituent records 
• Saves money and time by focusing 
your efforts 
6 #bbcon 
Available in RE 7.92 or higher
Identification 
• Score your database from the Data Health Center 
• View the Giving Score in the Constituent record 
7 #bbcon 
• Status bar 
• Prospect tab or 
Ratings tab 
1
Research: Add WealthPoint ® and 
ResearchPoint™ screenings 
8 #bbcon
Research 
• Detailed screening of individuals in the US 
• Uses industry-standard data sources to uncover actual wealth, 
career connections, and philanthropic behavior 
9 #bbcon
Research 
• Run a screening from a Giving Score query 
• Add the information to the Constituent record 
10 #bbcon 
• Prospect tab or 
Attributes tab 
• Media tab
Research 
11 #bbcon
Research 
WealthPoint Profile Report Overview 
12 #bbcon
Research 
WealthPoint Package Overview 
WealthPoint searches are included with Advantage Professional and 
Advantage Priority maintenance levels: 
• Advantage Priority includes 250 searches 
• Advantage Professional includes 100 searches 
• Additional WealthPoint searches may be purchased from your 
Blackbaud Account Representative 
13 #bbcon
Research: Target Analytics 
14 #bbcon
Research: Target Analytics 
• For organizations of all sizes 
• Makes data actionable 
• Simplifies prospect management and research 
• Vast amounts of critical accurate prospect data 
15 #bbcon
Research: ResearchPoint Features 
• Import existing data 
• Mine new prospects 
• Build research lists 
• Research wealth capacity 
• View giving history and trends 
• Research results with dashboards 
• Build and share individual profile reports 
16 #bbcon
Research: ResearchPoint Subscriptions 
• Subscription Options: Starter, Essentials, Professional 
• Essentials and Professional offer advanced features so you can 
be more proscriptive about finding the right prospects 
17 #bbcon
Research: Strategy and Timing 
• Prospect research helps you meet your fundraising 
goals by: 
• Identifying the most likely prospects 
• Qualifying prospects for cultivation 
• Providing information to guide solicitation 
• Strategy helps you know where you are in the 
fundraising cycle 
• Upgrading donors 
• Kicking off a capital campaign 
• Building a major giving portfolio 
18 #bbcon
Cultivation: Manage Actions and 
Action Tracks 
19 #bbcon
Cultivation 
20 #bbcon 
• Actions record 
interaction between 
your organization 
and Constituents
Cultivation 
• Action Tracks standardize a 
21 #bbcon 
cultivation process
Solicitation: Manage Proposals with 
RE:Search™ 
22 #bbcon
Solicitation 
23 #bbcon 
• RE:Search allows you to 
document: 
• General giving information 
• Gifts to other 
Organizations 
• Financial Information 
• Proposals 
• Ratings 
• Chronology
Solicitation 
24 #bbcon 
• Action and Media 
Records can link to the 
Proposal
Stewardship: Manage Solicitors and 
Appeals 
25 #bbcon
Stewardship 
• Track Solicitor assignments, relationships, gift participation, and 
26 #bbcon 
other performance 
• Track solicitations and 
responses
Summary 
• Discuss Moves Management 
• Explore the benefits of the Giving Score 
• Describe ResearchPoint™ 
• Demonstrate Actions and Action Tracks 
• Demonstrate RE:Search™ 
• Explain Solicitor relationships 
27 #bbcon
How to Submit Data for Giving Score 
1 In the Data Health Center, on the Giving Score row, click Submit Your 
Data. 
2 In the Create Giving Score Export File, enter your Name, Phone 
Number, and Email Address as indicated. 
3 Click Submit File Now to send the file to Blackbaud. 
4 Click OK. 
5 Allow 48 hours for processing. The Giving Score process is automated, 
and you will receive an automatic email once the file is ready for 
download in the Data Health Center. 
28 #bbcon
How to Submit Data for WealthPoint 
1 Open a constituent record in The Raiser's Edge. 
2 Click the Web Services on the toolbar. 
3 Click WealthPoint Search. 
4 Results are displayed with options to download specific wealth details to 
RE or Copy All to RE. 
5 Close the search results to view the WealthPoint Profile on the Media tab 
or review the wealth and philanthropic gift details on the Prospect tab. 
29 #bbcon
How to Add an Action 
1 Click Records on the toolbar. 
2 Click Actions. 
3 Click New Action. 
3 Enter Constituent name. 
4 Enter the details of the action. 
5 Click Save and Close. 
30 #bbcon
How to Create an Action Track 
1 Select the Tools menu. 
2 Click Action Tracks. 
3 Click Define Action Tracks. 
4 Click New. 
5 Enter a Track Name. 
6 Click New. 
7 Enter the details for the parent action. 
8 Click Save and Close. 
9 Highlight the parent action, click New. 
10 Enter the details for the child action. 
11. Click Save and Close. Repeat steps for each child action. 
12. Click OK. 
31 #bbcon
How to Assign an Action Track 
1 Select the Tools menu. 
2 Click Action Tracks. 
3 Click Assign Constituent Action Tracks. 
4 In the Which track do you want to assign? menu, select the action 
track. 
5 Mark One constituent or Selected constituents, and enter the 
constituent or query name. 
6 Click Next. 
7 Highlight the appropriate action to begin the track. 
8 Enter a date into the Date field. 
9 Click Next. 
10 Answer the yes/no questions. 
11. Click Assign Track Now. 
32 #bbcon
How to Assign a Solicitor Relationship 
1 Click Records on the toolbar. 
2 Click Constituent. 
3 Open the constituent who will be solicited. 
4 On the Relationships tab, click Assigned Solicitors. 
5 Click New Assigned Solicitor. 
6 Enter the solicitor name in the Solicitor field. 
7 Enter the solicitation details, such as date range, campaign, and notes. 
8 Click Save and Close. 
33 #bbcon
Are you pumped up and ready to go? 
Don’t forget to complete 
a session survey! 
Each completed survey enters you into a drawing to win a 
complimentary registration to bbcon 2015 in Austin, Texas*. 
*Blackbaud reserves the right to change or withdraw this promotion at any time, without advance notice. Promotion has no cash value and may not be 
exchanged, applied to, or combined with any other offer. 
34 #bbcon
Training and Certification 
Make your Daily Tasks Easier 
Execute Faster 
Increase Your Effectiveness 
Visit the Expo’s Training Booth

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The Secret Tools in Your Raiser’s Edge Database

  • 1. The Secret Tools in Your Raiser’s Edge Database Explore Your Database’s Major Gift Prospects NAOMI HARDING
  • 2. Agenda • Discuss Moves Management • Explore the benefits of the Giving Score • Describe ResearchPoint™ • Demonstrate Actions and Action Tracks • Demonstrate RE:Search™ • Explain Solicitor relationships 2 #bbcon
  • 3. Overview Moves Management Strategies 3 #bbcon
  • 5. Identification: Start with the free Giving Score 5 #bbcon
  • 6. Identification • Enables you to target and identify your best supporters • Segments your constituents into four groups based on likelihood and capacity to give • Improves efficiency with greater management over constituent records • Saves money and time by focusing your efforts 6 #bbcon Available in RE 7.92 or higher
  • 7. Identification • Score your database from the Data Health Center • View the Giving Score in the Constituent record 7 #bbcon • Status bar • Prospect tab or Ratings tab 1
  • 8. Research: Add WealthPoint ® and ResearchPoint™ screenings 8 #bbcon
  • 9. Research • Detailed screening of individuals in the US • Uses industry-standard data sources to uncover actual wealth, career connections, and philanthropic behavior 9 #bbcon
  • 10. Research • Run a screening from a Giving Score query • Add the information to the Constituent record 10 #bbcon • Prospect tab or Attributes tab • Media tab
  • 12. Research WealthPoint Profile Report Overview 12 #bbcon
  • 13. Research WealthPoint Package Overview WealthPoint searches are included with Advantage Professional and Advantage Priority maintenance levels: • Advantage Priority includes 250 searches • Advantage Professional includes 100 searches • Additional WealthPoint searches may be purchased from your Blackbaud Account Representative 13 #bbcon
  • 15. Research: Target Analytics • For organizations of all sizes • Makes data actionable • Simplifies prospect management and research • Vast amounts of critical accurate prospect data 15 #bbcon
  • 16. Research: ResearchPoint Features • Import existing data • Mine new prospects • Build research lists • Research wealth capacity • View giving history and trends • Research results with dashboards • Build and share individual profile reports 16 #bbcon
  • 17. Research: ResearchPoint Subscriptions • Subscription Options: Starter, Essentials, Professional • Essentials and Professional offer advanced features so you can be more proscriptive about finding the right prospects 17 #bbcon
  • 18. Research: Strategy and Timing • Prospect research helps you meet your fundraising goals by: • Identifying the most likely prospects • Qualifying prospects for cultivation • Providing information to guide solicitation • Strategy helps you know where you are in the fundraising cycle • Upgrading donors • Kicking off a capital campaign • Building a major giving portfolio 18 #bbcon
  • 19. Cultivation: Manage Actions and Action Tracks 19 #bbcon
  • 20. Cultivation 20 #bbcon • Actions record interaction between your organization and Constituents
  • 21. Cultivation • Action Tracks standardize a 21 #bbcon cultivation process
  • 22. Solicitation: Manage Proposals with RE:Search™ 22 #bbcon
  • 23. Solicitation 23 #bbcon • RE:Search allows you to document: • General giving information • Gifts to other Organizations • Financial Information • Proposals • Ratings • Chronology
  • 24. Solicitation 24 #bbcon • Action and Media Records can link to the Proposal
  • 25. Stewardship: Manage Solicitors and Appeals 25 #bbcon
  • 26. Stewardship • Track Solicitor assignments, relationships, gift participation, and 26 #bbcon other performance • Track solicitations and responses
  • 27. Summary • Discuss Moves Management • Explore the benefits of the Giving Score • Describe ResearchPoint™ • Demonstrate Actions and Action Tracks • Demonstrate RE:Search™ • Explain Solicitor relationships 27 #bbcon
  • 28. How to Submit Data for Giving Score 1 In the Data Health Center, on the Giving Score row, click Submit Your Data. 2 In the Create Giving Score Export File, enter your Name, Phone Number, and Email Address as indicated. 3 Click Submit File Now to send the file to Blackbaud. 4 Click OK. 5 Allow 48 hours for processing. The Giving Score process is automated, and you will receive an automatic email once the file is ready for download in the Data Health Center. 28 #bbcon
  • 29. How to Submit Data for WealthPoint 1 Open a constituent record in The Raiser's Edge. 2 Click the Web Services on the toolbar. 3 Click WealthPoint Search. 4 Results are displayed with options to download specific wealth details to RE or Copy All to RE. 5 Close the search results to view the WealthPoint Profile on the Media tab or review the wealth and philanthropic gift details on the Prospect tab. 29 #bbcon
  • 30. How to Add an Action 1 Click Records on the toolbar. 2 Click Actions. 3 Click New Action. 3 Enter Constituent name. 4 Enter the details of the action. 5 Click Save and Close. 30 #bbcon
  • 31. How to Create an Action Track 1 Select the Tools menu. 2 Click Action Tracks. 3 Click Define Action Tracks. 4 Click New. 5 Enter a Track Name. 6 Click New. 7 Enter the details for the parent action. 8 Click Save and Close. 9 Highlight the parent action, click New. 10 Enter the details for the child action. 11. Click Save and Close. Repeat steps for each child action. 12. Click OK. 31 #bbcon
  • 32. How to Assign an Action Track 1 Select the Tools menu. 2 Click Action Tracks. 3 Click Assign Constituent Action Tracks. 4 In the Which track do you want to assign? menu, select the action track. 5 Mark One constituent or Selected constituents, and enter the constituent or query name. 6 Click Next. 7 Highlight the appropriate action to begin the track. 8 Enter a date into the Date field. 9 Click Next. 10 Answer the yes/no questions. 11. Click Assign Track Now. 32 #bbcon
  • 33. How to Assign a Solicitor Relationship 1 Click Records on the toolbar. 2 Click Constituent. 3 Open the constituent who will be solicited. 4 On the Relationships tab, click Assigned Solicitors. 5 Click New Assigned Solicitor. 6 Enter the solicitor name in the Solicitor field. 7 Enter the solicitation details, such as date range, campaign, and notes. 8 Click Save and Close. 33 #bbcon
  • 34. Are you pumped up and ready to go? Don’t forget to complete a session survey! Each completed survey enters you into a drawing to win a complimentary registration to bbcon 2015 in Austin, Texas*. *Blackbaud reserves the right to change or withdraw this promotion at any time, without advance notice. Promotion has no cash value and may not be exchanged, applied to, or combined with any other offer. 34 #bbcon
  • 35. Training and Certification Make your Daily Tasks Easier Execute Faster Increase Your Effectiveness Visit the Expo’s Training Booth

Editor's Notes

  1. Mention exactly what attendees can win — BECAUSE THE GIVEAWAYS ARE SO AWESOME!!! Fabulous Gifts and Prizes! Free training A library of different industry books Scholarship, GoPro Cameras “Speak to Blackbaud experts with hands-on experience, browse training, build a training plan, register for certification, check email at our iPad kiosks, get refreshed at the candy bar, or record a video message in the photo booth!”