the secret tools in your raiser’s edge database

The Secret Tools in Your Raiser’s Edge Database

Explore Your Database’s Major Gift ProspectsNAOMI HARDING

Agenda

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• Discuss Moves Management • Explore the benefits of the Giving Score• Describe ResearchPoint™• Demonstrate Actions and Action Tracks• Demonstrate RE:Search™• Explain Solicitor relationships

Overview

Moves Management Strategies

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Overview

Moves Management Examples

Identification: Start with the free Giving Score

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Identification

• Enables you to target and identify your best supporters

• Segments your constituents into four groups based on likelihood and capacity to give

• Improves efficiency with greater management over constituent records

• Saves money and time by focusing your efforts

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Available in RE 7.92 or higher

Identification

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• Score your database from the Data Health Center

• View the Giving Score in the Constituent record• Status bar• Prospect tab or

Ratings tab

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Research: Add WealthPoint ® and ResearchPoint™ screenings

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Research

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• Detailed screening of individuals in the US• Uses industry-standard data sources to uncover actual wealth,

career connections, and philanthropic behavior

Research

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• Run a screening from a Giving Score query

• Add the information to the Constituent record• Prospect tab or

Attributes tab

• Media tab

Research

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Research

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WealthPoint Profile Report Overview

Research

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WealthPoint searches are included with Advantage Professional and Advantage Priority maintenance levels:

• Advantage Priority includes 250 searches• Advantage Professional includes 100 searches• Additional WealthPoint searches may be purchased from your

Blackbaud Account Representative

WealthPoint Package Overview

Research: Target Analytics

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Research: Target Analytics

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• For organizations of all sizes• Makes data actionable• Simplifies prospect management and research• Vast amounts of critical accurate prospect data

Research: ResearchPoint Features

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• Import existing data• Mine new prospects• Build research lists • Research wealth capacity • View giving history and trends• Research results with dashboards• Build and share individual profile reports

Research: ResearchPoint Subscriptions

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• Subscription Options: Starter, Essentials, Professional• Essentials and Professional offer advanced features so you can

be more proscriptive about finding the right prospects

Research: Strategy and Timing

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• Prospect research helps you meet your fundraising goals by:

• Identifying the most likely prospects• Qualifying prospects for cultivation• Providing information to guide solicitation

• Strategy helps you know where you are in the fundraising cycle

• Upgrading donors• Kicking off a capital campaign• Building a major giving portfolio

Cultivation: Manage Actions and Action Tracks

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Cultivation

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• Actions record interaction between your organization and Constituents

Cultivation

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• Action Tracks standardize a cultivation process

Solicitation: Manage Proposals with RE:Search™

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Solicitation

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• RE:Search allows you to document:

• General giving information• Gifts to other

Organizations• Financial Information• Proposals• Ratings• Chronology

Solicitation

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• Action and Media Records can link to the Proposal

Stewardship: Manage Solicitors and Appeals

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Stewardship

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• Track Solicitor assignments, relationships, gift participation, and other performance

• Track solicitations andresponses

Summary

• Discuss Moves Management • Explore the benefits of the Giving Score• Describe ResearchPoint™• Demonstrate Actions and Action Tracks• Demonstrate RE:Search™• Explain Solicitor relationships

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How to Submit Data for Giving Score

1 In the Data Health Center, on the Giving Score row, click Submit Your Data.

2 In the Create Giving Score Export File, enter your Name, Phone Number, and Email Address as indicated.

3 Click Submit File Now to send the file to Blackbaud.

4 Click OK.

5 Allow 48 hours for processing. The Giving Score process is automated, and you will receive an automatic email once the file is ready for download in the Data Health Center.

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How to Submit Data for WealthPoint

1 Open a constituent record in The Raiser's Edge.

2 Click the Web Services on the toolbar.

3 Click WealthPoint Search.

4 Results are displayed with options to download specific wealth details to RE or Copy All to RE.

5 Close the search results to view the WealthPoint Profile on the Media tab or review the wealth and philanthropic gift details on the Prospect tab.

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How to Add an Action

1 Click Records on the toolbar.

2 Click Actions.

3 Click New Action.

3 Enter Constituent name.

4 Enter the details of the action.

5 Click Save and Close.

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How to Create an Action Track

1 Select the Tools menu.

2 Click Action Tracks.

3 Click Define Action Tracks.

4 Click New.

5 Enter a Track Name.

6 Click New.

7 Enter the details for the parent action.

8 Click Save and Close.

9 Highlight the parent action, click New.

10 Enter the details for the child action.

11. Click Save and Close. Repeat steps for each child action.

12. Click OK.

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How to Assign an Action Track

1 Select the Tools menu.

2 Click Action Tracks.

3 Click Assign Constituent Action Tracks.

4 In the Which track do you want to assign? menu, select the action track.

5 Mark One constituent or Selected constituents, and enter the constituent or query name.

6 Click Next.

7 Highlight the appropriate action to begin the track.

8 Enter a date into the Date field.

9 Click Next.

10 Answer the yes/no questions.

11. Click Assign Track Now.

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How to Assign a Solicitor Relationship1 Click Records on the toolbar.

2 Click Constituent.

3 Open the constituent who will be solicited.

4 On the Relationships tab, click Assigned Solicitors.

5 Click New Assigned Solicitor.

6 Enter the solicitor name in the Solicitor field.

7 Enter the solicitation details, such as date range, campaign, and notes.

8 Click Save and Close.

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Don’t forget to complete a session survey! Each completed survey enters you into a drawing to win a complimentary registration to bbcon 2015 in Austin, Texas*. 

*Blackbaud reserves the right to change or withdraw this promotion at any time, without advance notice. Promotion has no cash value and may not be exchanged, applied to, or combined with any other offer.

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