Webinar Details
General Interest Sessions:
Using Excel Pivot Reports
Overview of the power of Pivot Reports
Pivot reports offer Excel users a powerful reporting and analysis tool. With just a few clicks of a mouse, you can summarize information in myriad ways that can be invaluable in determining the level of success of your fundraising activities. This webinar provides an overview of Pivot Reports and demonstrates the power they provide.
Interfacing Software
Reconcilation or interface? We'll help you decide what will work best
Sometimes, it's unavoidable -- the same information needs to exist in more than one software system. If you have issues between your fundraising data and accounting, student, alumni, client, membership or other systems, this webinar will help you find a way for your systems to effectively coexist.
Internal Procedures Manual: Where's Yours?
How to start, what to include, who to involve, when to update
Does your Development office have an internal policies/procedures manual? Without this critical document, it becomes more difficult to ensure that all protocols are followed correctly, all donor information is secure and your office is an effective steward for each of your donors. In addition to internal systems and policies, this document should detail standards for data entry and management.
Introduction to Crystal Reports
A first look at Crystal Reports
Crystal Reports is shipped with many fundraising software applications, including Raiser’s Edge and Results/plus. This webinar will introduce you to Crystal and help you decide if the use of this tool is right for your organization. We’ll also cover alternative ways to get custom reports prepared using your fundraising data.
Introduction to The Raiser's Edge
Basic
An overview of the features and functions of this comprehensive product
If your organization has The Raiser's Edge and you are new to it, or you've been considering purchasing Raiser's Edge and want to take a look at the features and functions without the pressure of a sales person, this overview is a great place to start!
Introduction to The Raiser's Edge Intermediate
Part 2 of an overview of the features and functions of this comprehensive product
This new session focuses on ways in which you can customize Raiser's Edge to better meet your needs and those of your organization. It also offers more depth about the Mail Function in RE and serves as an excellent introduction to the Mail webinar.
Managing Major Gift Fundraising
Meeting the needs of your Major Gift officers
Whatever software product your organization is using, its ability to track the process of cultivating, soliciting and stewarding major donors is critical. This session will address the ways in which your existing software is, can be, or should be, meeting the needs of your Major Gifts Officers.
Staffing Software-Related Positions
What you really need to know about staffing these key positions
Finding the right staff person to effectively manage fundraising data can be a challenge. Whether you are seeking a position in a Development office or needing to fill such a position, this webinar is for you! We’ll cover qualifications that candidates should have to be considered for a data management position; salary expectations; tools you can use to test for the skills you need, and more. Anyone who has ever hired the WRONG person for a position like this cannot afford to miss this session.
Introduction to Human Performance Technology (HPT)
If you have staff members who don’t seem to be measuring up to your expectations, or you’re wondering if the level of performance you are seeing is the best that can be expected, we have an answer for you.
Human Performance Technology (HPT) Consulting will identify performance gaps, analyze possible causes for lack of productivity, design solutions to improve performance, develop and implement the solutions, and evaluate the financial and non-financial benefits.
Online Transactions
Accepting gifts, allowing event registrations, volunteer sign-up and/or time reports -- what's available for what you need?
Social Media
A look at how Twitter, Facebook, and other social media outlets can help you with your mission.
Who Wants a Wiki?
How to develop an interactive platform for staff, donors, friends, etc.
Training Data Entry Staff
Accurate, efficient data entry is a critical need for any organization managing fundraising, memberships, alumni, volunteers, events, grants -- or in other words, your organization's lifeblood.
Entering this kind of information involves so much more than just typing. Once you find the right person for the position, how do you make sure that person understands the importance of their work and how it impacts the success of your organization's mission?
This NEW webinar will take you through the type of training that is needed to ensure success, job aids that should go along with the training, and more.
Raiser's Edge Sessions:
Events Module
An overview of the functionality of this module and a discussion of how/when it is most useful
This session will cover the value of the Events module for different types of events. We’ll walk you through setting up an event, registering attendees, seating people, entering sponsors, linking gifts to events or events to gifts, and much more. If you have been thinking about acquiring or implementing this add-on, or would like to see if your organization is using it as effectively as possible, this webinar will be of value to you.
Export
A look at all five of the ways Raiser's Edge allows data to be exported
Raiser's Edge provides five different ways to export data. We will demonstrate and discuss pros and cons of each -- and we'll tell you why one should never be used at all!
Gift Entry/Acknowledgment
Is your organization managing gift entry and acknowledgment as effectively as possible? This webinar will show attendees how to maximize the efficiency of Raiser's Edge gift entry, validation and acknowledgment. If you feel like too much time is being spent on gift entry, or your acknowledgments are not being sent in a timely manner, this webinar is for you!
Import Basic
An introduction to using the Import Utility and a walk through a basic import
This introductory session walks you through familiarizing yourself with the information you need to successfully import and/or update data. We will also cover importing basic name and address information.
Import Intermediate
For people who have attended the Basic section, the next level of imports
Our introductory Import webinar covers importing basic name/address information. This session will walk you through importing relationships, addressee/salutations, actions and gifts and more into Raiser's Edge.
Mail Function
Managing the Mail section of RE
The Raiser’s Edge Mail area is a treasure trove of functionality. Not only can you quickly prepare labels, envelopes, basic merge letters, acknowledgments, reminders, and other types of correspondence common to Development offices, but there is “hidden functionality” built into most of the mail features that can help make all kinds of mailings easier and quicker to prepare!
Prospect/Search Module
Effective setup and use of the add-on
If your organization is tracking moves management, conducting a capital campaign or a major gift campaign, you'll want to see how the RE:Search module can help advance your efforts. We'll talk about the value of this add-on and help you decide if it can help you.
Query
Demystifying the query function
With hundreds of pieces of information to work with and myriad ways to approach things in Raiser’s Edge, using Query can be a challenge, to put it mildly. This session will help bring clarity to Query, starting with tips on finding the right information, then demonstrating basic queries and also covering complex queries and merges.
Standard Reports
A look at standard reports, including the ones you're probably not using but should be
Raiser's Edge offers literally hundreds of standard reports. It's a challenge to find time to go through them all and learn what they can and can't do for you. We'll walk you through a number of reports from various report categories, including many that you probably don't know are there!
Tribute Module
We'll guide you through the setup and use of the Tribute module
The tribute module allows you to effectively track people in whose honor or memory gifts are made; notify family members and friends of gifts given, and quickly prepare reports or rosters. If you have been thinking about acquiring or implementing this add-on, or would like to see if your organization is using it as effectively as possible, this webinar will be of value to you.
Volunteer Module
An overview of the volunteer module for new users and/or organizations considering acquiring it
If your organization is tracking volunteer data without this add-on module, here's your chance to take a look at whether or not you need it. If it's in place already and you'd like to know more about setting it up and using it effectively, this webinar is also perfect for you.
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