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

  • Mastering Security in Blackbaud Raiser’s Edge NXT (bbcon 2020 presentation slides) 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 slides) 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 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

“Bill has been a professional acquaintance for years. Bill most recently helped my team convert from an older CRM to Blackbaud Raiser’s Edge.  He guided our team through every step of the way and help set up the team for success with RE.  It was not an easy process, but we have now been live in RE for over six months.  We have saved so much time and created efficient processes to raise more money for our foundation. Bill continues to serve as a very important resource for our team as we try to expand our usage of the system and to incorporate the best practices for Raiser’s Edge.”

Executive Director
Hospital Foundation in Colorado