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The Raiser's Edge Advanced Sessions
| Mail Merging in The Raiser's Edge - What You Need to Know |
| Session Level: Beginner |
| Speaker: Marc van Baar, Educational Consulting Manager, Blackbaud, Inc. |
| Session Description: |
Tired of manipulating multiple acknowledgement letters by hand? Learn to harness the power of both The Raiser's Edge and Microsoft® Word to automate the process of creating donor acknowledgement letters, honor/memorial acknowledgement letters, membership renewals, action follow-up letters, and more. You’ll get tips on how to set up your fields to get the most out or your data, extract data from The Raiser's Edge, and set up Microsoft® Word documents to save time and reduce errors.
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| Creative Query in The Raiser's Edge |
| Session Level: Beginner |
| Speaker: Marc van Baar, Educational Consulting Manager, Blackbaud, Inc. |
| Session Description: |
Is Query a mystery to you or are you ready to move beyond creating simple queries? It's time for you to learn about the true power of Query! After attending this session, you will be well on your way to becoming the Query "king" or "queen" at the office. You will discover the power of unusual operators, such as Blank, Like, and Ask. Also, you will gain an accurate understanding of when to query and when not to query. Using output queries and merging queries will also be discussed in this hands-on session.
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| Save Time and Energy by Using The Raiser's Edge More Efficiently |
| Session Level: Intermediate |
| Speaker: Marc van Baar, Educational Consulting Manager, Blackbaud, Inc. |
| Session Description: |
Attending this session will equip you with many techniques to help increase the effectiveness of your organization's use of The Raiser's Edge. For example, we will discuss ways to automate processes, make data entry faster and view your data in different ways. After attending this session, you will receive a handout with many easy-to-implement suggestions so that when you get back to the office, you can get more accomplished in less time.
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| Ready, Set, Import! |
| Session Level: Intermediate |
| Speaker: Tiffany Elser, Solutions Engineer, Blackbaud, Inc. |
| Session Description: |
Ready, set…import! Have you ever wanted to import an external data file into your Raiser’s Edge system? Think importing is just for the Raiser’s Edge gurus? Perhaps you need to import new donors or update existing records already in the database, and you don’t know where to start. No need to worry! We will take it one step at a time. This session will cover the basics of what an import is, how to create a simple import file, and the actual import process. This session is targeted toward beginner importers.
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| Reporting Essentials in The Raiser's Edge |
| Session Level: Intermediate |
| Speaker: Eve-lyne Lacoture, Educational Consultant,Blackbaud, Inc. |
| Session Description: |
Do you wish you could use reports more efficiently in The Raiser’s Edge? Have you wondered which reports you should use? Learn how to best use The Raiser’s Edge to report on the success of your fundraising efforts and on the gifts you receive or expect. Understand when you should use queries in your reports and how to best use the filtering tools of reports. We’ll look at which reports you should use in specific circumstances and give you tips to use those reports more efficiently.
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| The Art and Science of Stewarding Donors – Using The Raiser’s Edge® to Maintain Strong Relationships |
| Session Level: Intermediate |
| Speaker: Jim Bush, Senior Solutions Engineer, Blackbaud, Inc. |
| Session Description: |
Stewardship is both an art and a science. Take advantage of the many tools in The Raiser’s Edge that can help you maintain strong relationships with your donors — from mailings and moves management to knowing your donors’ preferences and much more. You can leverage the tools to help you become better stewards of your donors. This session will show you the tools to use, such as action tracks, addressees/salutations, mail preferences, reporting options, and more.
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| Get Ready to Party! Setting up an Event in The Raiser's Edge® |
| Session Level: Intermediate |
| Speaker: Sandy Luther, Solutions Engineer, Blackbaud, Inc. |
| Session Description: |
Before you can pop the top on the bottle of champagne to celebrate a successful event, there is a lot of planning you need to do to make it all run smoothly. Using RE:Event® can make planning your events much easier. But exactly how do you go about setting up an event? In this session — back by popular demand — we’ll cover setup areas you might not have thought about before and provide “insider tips” to make your event-planning life even better. By the time we’re finished, you’ll be ready to toast your next successful event! Attendees should have a basic understanding of the RE:Event module prior to attending this session.
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| Maximize the Power of The Raiser's Edge for your Volunteer Program |
| Session Level: Intermediate |
| Speaker: Molly Maple, Senior Solutions Engineer, Blackbaud, Inc. and Rachelle Davidson, Coordinator of Volunteer Services, Vancouver Aquarium |
| Session Description: |
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Does your organization have an army of supporters who volunteer their time and energy to help achieve your mission? Even though volunteers aren't on the payroll, it's important to track their involvement and maintain strong relationships with this group of constituents. In this session, you will learn how to manage volunteer involvement in The Raiser's Edge. Also discover how to run queries, create reports, and share volunteer information with the rest of your organization. You do not have to have the Volunteer module to attend this session.
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