Webinar Details
General Interest Sessions:
Intro to 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.
July 22, 2008 10:30 to 12:00 PM Central Time
July 31, 2008 12:30 to 2:00 PM Central Time
August 14, 2008 2:30 to 4:00 PM Central Time
August 19, 2008 8:30 to 10:00 AM Central Time
Intro to Raiser’s Edge If your organization is considering purchasing Raiser’s Edge, or you’re an individual who hopes to be able to find a position in a Development Office using it, this webinar will provide an overview of the product and answer any questions you may have.
We’ll demonstrate many of the key features of the software including:
Effective data entry; Gift processing; Qualifying groups for mailings, reports and other output functions; Mail Processing, including acknowledgment letters and appeals; and standard reports.
July 8, 2008 10:30 to 12:00 PM Central Time
July 31, 2008 2:30 to 4:00 PM Central Time
August 19, 2008 12:30 to 2:00 PM Central Time
Staffing Software-Related 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!
July 8, 2008 12:30 to 2:00 PM Central Time
July 17, 2008 10:30 to 12:00 PM Central Time
July 22, 2008 2:30 to 4:00 PM Central Time
Internal Procedures Manual Every Development office should have an internal procedures manual 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.
If your office does not include such a document, attend this session to learn what it needs to include and how to keep it up to date.
July 17, 2008 8:30 to 10:00 AM Central Time
August 5, 2008 12:30 to 2:00 PM Central Time
Excel 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.
August 5, 2008 2:30 to 4:00 PM Central Time
August 28, 2008 8:30 to 10:00 AM Central Time
Managing Major Gift Fundraising 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
August 14, 2008 10:30 to 12:00 PM Central Time
Raiser's Edge Sessions:
Events 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.
July 8, 2008 2:30 to 4:00 PM Central Time
July 31, 2008 8:30 to 10:00 AM Central Time
August 19, 2008 10:30 to 12:00 PM Central Time
Prospect/Search 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.
July 22, 2008 12:30 to 2:00 PM Central Time
August 5, 2008 8:30 to 10:00 AM Central Time
Export Raiser's Edge offers no less than five separate areas from which data can be exported. This webinar will demonstrate each and discuss which method should be used when -- and why one should never be used at all!
July 8, 2008 8:30 to 10:00 AM Central Time
July 17, 2008 2:30 to 4:00 PM Central Time
August 5, 2008 10:30 to 12:00 PM Central Time
Query 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.
August 19, 2008 2:30 to 4:00 PM Central Time
August 28, 2008 12:30 to 2:00 PM Central Time
Import Basic This session will introduce you to the Raiser's Edge Import utility. We'll take you through the Import screens; show you how to prepare data for a basic name/address import; and talk about what you always need to know before importing data into RE.
July 31, 2008 10:30 to 12:00 PM Central Time
August 14, 2008 8:30 to 10:00 AM Central Time
Standard Reports Raiser's Edge offers literally hundreds of standard reports, and too many organizations never do more than scratch the surface of what can be gleaned from this valuable component of RE. We'll open your eyes to what you might be missing, and we'll help dispel any concerns you might have had about the accuracy or integrity of RE reports.
July 17, 2008 12:30 to 2:00 PM Central Time
August 28, 2008 2:30 to 4:00 PM Central Time
Volunteer Whether you are considering purchasing this add-on module or you’d like an overview of how to use it effectively, this session will be valuable for you. We’ll cover entering data for volunteer management, running reports, exporting data and more. There will also be plenty of time for questions to be sure your needs are met.
August 28, 2008 10:30 to 12:00 PM Central Time
Import Intermediate 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.
August 14, 2008 12:30 to 2:00 PM Central Time
Mail 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!
July 22, 2008 8:30 to 10:00 AM Central Time
Check back often for availability of other webinars.
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