The Raiser's Edge Fundraising Health Check

Many organisations have had their Raiser's Edge and associated business processes in place for years without external appraisal. The Raiser's Edge Health Check is a useful, cost effective and speedy way to check where you stand relative to industry best pratice.

During the health check, a Blackbaud consultant will lead high level discussion with your organisation to discuss areas including:

  • Staffing
  • Security groups and staff access
  • Addresse/salutation use to personalise name formatting on mailings and reports
  • Gift entry and processing procedures
  • Special events processing
  • Basic techniques for data cleanup using Query and Global Change
  • Current hardware and software configuration
  • Sources and data
  • Reporting needs and other output processes (Mail, Export)
  • Acknowledgement and receipting processes, as well as donor care practices
  • Organisational policies and procedures
  • System configuration settings, including code tables and attributes
  • Campaign, fund and appeal structure
  • Constitutent data entry procedures
  • Procedures for tracking activity associated with various constituent types
  • Data hygiene procedures

We will deliver a comprehensive report detailing:

  • Opportunities for data cleanup, data hygiene, and system configuration improvements
  • Suggestions for best practices from other Asia-Pacific organisations, as well as from those of organisations world-wide
  • Suggestions for improving specific business processes to maximise the functionality of The Raiser’s Edge
  • Advice on how to match those business processes with components of The Raiser’s Edge that you’re not currently using and provide tips on how to use them to get more out of your system
  • Tips to become more effective in today’s competitive environment

“The Raiser’s Edge Health Check is designed to identify critical issues with your fundraising database and selected business processes that are preventing you from maximising the value of your program.” - Stephen Mally, Client Partner, Blackbaud Pacific

For more information on The Raiser's Edge Fundraising Health Check, please call +61 2 8986 6000 or email sales@blackbaud.com.au.

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