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 (form is below right). He promises practical, useful content in every newsletter for both fundraisers and database staff, including notices when new resources are added to this page.

Newsletter Back Issues

The newsletter is published on an irregular, as-needed basis.  Subscribe on the form below.

May 2021 re: final follow-up from the Security webinar series and update on the move from blackbaudhosting.com to Blackbaud ID/blackbaud.com

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. The recordings and other resources from the series are below and are free to access, although the recordings require registration with Blackbaud.

Details of webinar series
Resources from webinar 1, Creating a Culture of Security, on March 23, 2021, with Ashley Wyand from Blackbaud’s cybersecurity team:

  • 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
  • (The recording of the presentation is no longer available)

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

  • Bill’s slides from the presentation DOWNLOAD
  • The recording of the presentation can be watched here

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

  • Bill’s slides from the presentation DOWNLOAD
  • The recording of the presentation can be watched here
  • Bill’s answers to two questions that arose during the webinar for which there was not time to answer then

The series FAQ can be found here.  Thanks to Taylor Francis and others at Blackbaud for doing the hard work of taking 700 questions that arose during the series and producing this document.

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

“Thanks for the encouragement. When I looked at everything that realistically needed to be done regarding cleanup and written procedures, it was daunting. However, through your training and continuing help, we are definitely seeing some light at the end of the tunnel and I don’t feel like the train is chasing me through it – at least not every day!!! …

“Yesterday, utilizing the notes you prepared on recurring gifts, we worked on some issues… Your notes allowed us to think through the entire process regarding these folks and, wow, was it effective!

“Your training is the gift that keeps on giving!!!

“You, your talent, knowledge, and thoroughness are much appreciated!!!”

Deputy Director of Development
Boys School, Northern California

Subscribe to Bill’s newsletter