raiser’s edge best practices for k–12 schools - bill connors
TRANSCRIPT
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
www.billconnors.com
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