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Fundamentals - Advanced

COURSE OVERVIEW 

Creating and maintaining constituent records is vital to accurate database administration. Learn how you can maintain constituent records and use batch to add multiple constituent records at once. Through instructor-led scenarios, course discussions, and practice in the sample database, you will learn:

LEARNING OBJECTIVES

• Create a constituent batch
• Update constituent information
• Create relationship and action records
• Identify how post status affects a gift
• Create and manage gift batches
• Understand how to manage cash, stock/property, pledge gifts and recurring gifts
• Create appeal letters using mail and segmentation
• Describe the difference between donor acknowledgement letters and receipts
• Create a conditional donor acknowledgement letter mail merge
• Manage pledge reminders
• Describe reports in Raiser’s Edge
• Create Gift Detail and Summary Reports
• Create Constituent Profile Reports
• Create Statistical Reports
• Create and edit dashboards
• Build a query using the “ask” operator, summary criteria, build complex query criteria
• Merge two queries to create a new query
• Understand and use export
• Create a Mail Merge using Export
• Create a Pivot Report

TARGET AUDIENCE 

This course is designed for those responsible for maintaining constituent records, creating query, mail and reports. Users with a basic understanding of how to create constituent records in Raiser's Edge will benefit from this course. Please note that it is recommended attendees to this course should have completed the Raiser’s Edge Fundamentals Basic course or had some other introductory training.

UPCOMING COURSE

Sydney | 28-30 March 2017 | Cost: AU$1950

 
 

Serving the nonprofit, charitable giving, and education communities for more than 30 years, Blackbaud (NASDAQ:BLKB) combines technology solutions and expertise to help organizations achieve their missions. Blackbaud works in over 60 countries to support more than 30,000 customers, including nonprofits, K–12 private and higher education institutions, healthcare organizations, foundations, and other charitable giving entities, and corporations.

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