how to become a raiser’s edgetm...
Post on 16-Jul-2020
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How to Become a Raiser’s EdgeTM Superhero PRESENTED BY JOSHUA BEKERMAN
The Next 75 Minutes
• Non-Technical • Hero to Superhero • Tools • Career Path • Professional Development • Networking
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Thanks to the BBCon Sponsors!
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Get in touch jbekerman@collegefund.org joshua@bekerman.com bekerman.com @tentwentytoo https://www.linkedin.com/in/joshuabekerman
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he·ro
• a person who is admired for great or brave acts or fine qualities
• also : a person who is greatly admired
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su·per·he·ro
• having extraordinary or superhuman powers
• also : an exceptionally skillful or successful person
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With Great Power… • Superheroes are born that way • Starts with a freak accident
• Radiation • Lab accident • Spider bite
• No one else around to do it • “Other duties as assigned”
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Flight Path
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Development Assistant
Development Coordinator
Manager, Development Records
Assistant Director, Development Systems
Director, Development Systems
Tools of the Trade (cape not required)
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Raiser’s Edge • Navigation • Data entry • Constituent and gift record
management • User options • Query • Mail • Reports • Dashboards • Action records • Exports • Action tracks
• Optional modules • Events • Memberships • Volunteers • Tributes • Prospect research • Alumni records
• The Giving Score • Configuration • Administration • Crystal Reports
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Tools • Excel
• List management • VLOOKUP
• Access
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Access
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Access
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Access & mGive
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Crystal Reports
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Crystal Reports
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Crystal Reports • Custom Reports
• Action Pipeline Report (Actions) • Annual Giving Report (Gifts) • Appeal Detail Report (Appeals/Gifts) • Bequest Pipeline Report (Planned Gifts) • BBMS Deposit Report (Gifts) • Event Registrations (Participants) • Event Income (Gifts) • Acknowledgement Letter Tracking (Gifts) • Cash Flow Report (Proposals) • Daily Gift Report (Gifts) • Event Seating Report (Participants)
• Queue
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Crystal Reports • Custom Reports
• Bullets • Second level
• Third level
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Crystal Reports • Custom Reports
• Bullets • Second level
• Third level
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SQL • General database knowledge • Read-Only Database Assistance Query Tool
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Raiser’s Edge Table Structure • C:\Program Files\Blackbaud\The Raisers Edge 7\Help\RE7Schema.chm
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Charging…
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Charging… • Training
• RE Learn • Google • YouTube • Forums
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Charging… • Learn something new every day • Take a look at job openings • Keep your resume updated • Keep list of accomplishments • Unemployed?
• “Consultant” • “Horizontal Promotion” • Find a mentor
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Wonder Twin Powers… Activate!
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Activate!
• Be a mentor • Be the “go to” person • Look for opportunities to help • Be known as a expert
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Blackbaud Certification
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Sharing Your Powers
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Blackbaud Community
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community.blackbaud.com
Blackbaud Community
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Blog
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Blackbaud Champions
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Networking
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Surround Yourself with Other Superheroes • Conferences • User Groups
• Great place to network and present • Start your own
• Get to know Blackbaud and other vendors
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Remember where you came from. #TRESuperhero #bbcon
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Tweet this now
Get in touch jbekerman@collegefund.org joshua@bekerman.com bekerman.com @tentwentytoo https://www.linkedin.com/in/joshuabekerman
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