Resources

Free resources to help you with Raiser’s Edge. No login or questions to answer first, just help yourself!

bbcon 2020 Presentation on Raiser’s Edge NXT Security

  • Watch a recording of the presentation and read the Q&A and chat from its initial showing until November 18 (bbcon registration is required first — it’s free but only available until November 11)
  • Mastering Security in Blackbaud Raiser’s Edge NXT (bbcon 2020 presentation) DOWNLOAD
  • Adding and Inactivating Users in Raiser’s Edge NXT (bbcon 2020 presentation handout) DOWNLOAD

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) DOWNLOAD
  • Raiser’s Edge NXT Pricing – To Delete or Not Delete Constituents DOWNLOAD

Policy and Procedure Documentation

  • Blackbaud Conference presentation available on YouTube
  • Policy and Procedure Documentation (bbcon 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) DOWNLOAD
  • How Would You Enter THIS Gift? (bbcon 2018 presentation about soft credits, DAFs, etc.) DOWNLOAD
  • Getting the Best Success with Mailings from RE (bbcon presentation about Mail) DOWNLOAD
  • Best Practices in the Use of Constituent Codes (Blackbaud K12 Conference 2019 presentation) 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

“We are so fortunate to have you as a resource, and I’m really glad that you were able to be part of our project team. I really think there’s no way we’d have been as successful in completing these conversions and implementing RE NXT had it not been for you.

“Your genuine interest in wanting to understand our organization, along with your guidance, wisdom, expertise, and patience were vital to our project being a success. I most appreciate how you truly became part of our team; helping us get into all the nitty-gritty details that we needed to address in order to strategically set up and effectively utilize our new database for long-term success.

“I think it’s rare to find a consultant who really cares as much as you do about the long-term success of the organizations you are helping. I’m so confident in how our database has been configured and in our staff’s ability to effectively use it.

“I’m certain I would not have this level of confidence, especially in my own abilities as database manager, had our conversion and implementation assistance been limited solely to that of Blackbaud’s trainings and resources. I can’t thank you enough for all you’ve done to help us. Seriously, anyone doing a database conversion needs to have you on their team.

“There’s so much to learn in RE NXT and the numerous tips and insights you were able to give us that we didn’t get from trainings are why I know our database is set up so well. I really don’t know how we could have done it without you.”

Director of the Annual Fund & Donor Analytics
Foundation in the San Francisco Bay Area