raiser’s edge best practices for k–12 schools - bill connors

RAISER’S EDGE BEST

PRACTICES FOR K–12 SCHOOLS

Bill Connors, CFRE, bCRE-Pro

© 2015 Bill Connors, CFRE

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

Alumni Module

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Alumni Module

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Bio 1 Education button without the module

Alumni Module

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Alumni Module

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Alumni Module

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Alumni Module

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Alumni Module

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• 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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• Constituent Codes = Donor Types

– Secondarily: Why are they in our database?

• Educational institutions use the most

Constituent Codes

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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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• 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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Constituent Code Reporting

• Gift Detail and Summary Report

• Demographic and Statistical Reports

– Statistical Reports

– Comparisons and Summaries

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School Integration

• Whipple Hill “on” integration

• Education Edge

• Other

• New students, new parents, promoting students, graduating students, faculty, staff…

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RE 7.94

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Fundraiser Use/Raiser’s Edge NXT

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Fundraiser Use/Raiser’s Edge NXT

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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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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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