Resources

Here are free resources to help you with Raiser’s Edge. No login or questions must be answered first, but please consider joining Bill’s email newsletter list. He promises practical, useful content in every newsletter for both fundraisers and database staff, including notices when new resources are added to this page.

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Raiser’s Edge Security

Bill presented a free webinar series in partnership with Blackbaud in March and April 2021 on Security in Raiser’s Edge.¬†All the recordings, slides, and resources from the series are below and are free to access.

Details of webinar series

Resources mentioned during webinar 1, Creating a Culture of Security, on March 23, 2021:

  • Raiser’s Edge NXT: What’s Called What? DOWNLOAD
  • Adding and Inactivating Users in Raiser’s Edge NXT DOWNLOAD
  • Bill’s slides from the presentation DOWNLOAD
  • Watch the presentation here (Blackbaud site, free registration required)

New resources mentioned during webinar 2, Understanding Security in Blackbaud Raiser’s Edge, on March 30, 2021:

  • Bill’s slides from the presentation DOWNLOAD
  • Watch the presentation here (Blackbaud site, free registration required)

New resources mentioned during webinar 3, Deep Dive into Raiser’s Edge Security Options, on April 6, 2021:

  • Bill’s slides from the presentation DOWNLOAD
  • Watch the presentation here (Blackbaud site, free registration required)

Raiser’s Edge NXT

  • Why Fundraisers Want Raiser’s Edge NXT DOWNLOAD
  • Raiser’s Edge NXT – Moving to and Mastering the Next Generation of RE (bbcon presentation slides) DOWNLOAD
  • Raiser’s Edge NXT Pricing – To Delete or Not Delete Constituents DOWNLOAD
  • NEW! Raiser’s Edge NXT: What’s Called What? DOWNLOAD

Policy and Procedure Documentation

  • Blackbaud Conference presentation available on YouTube
  • Policy and Procedure Documentation (bbcon presentation slides) DOWNLOAD
  • Documentation Example 1 — Process for Generating Direct Mail Files DOWNLOAD
  • Documentation Example 2 — Annual Report Process DOWNLOAD
  • And see Chapter 8 and Appendix C of Bill’s book on Raiser’s Edge

Other Topics

  • Managing the “Manager” Part of Database Manager in the Fundraising Profession Today (bbcon 2019 presentation slides) DOWNLOAD
  • How Would You Enter THIS Gift? (slides from bbcon 2018 presentation about soft credits, DAFs, etc.) DOWNLOAD
  • Getting the Best Success with Mailings from RE (slides from bbcon presentation about Mail) DOWNLOAD
  • Best Practices in the Use of Constituent Codes (Blackbaud K12 Conference 2019 presentation slides) DOWNLOAD
  • “Former” Constituent Codes? (post to fundsvcs) DOWNLOAD
  • Reports from Raiser’s Edge for a New Head of Fundraising DOWNLOAD
  • Preparing Raiser’s Edge for a Capital Campaign – Gift Management DOWNLOAD

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