Fundraising Management > Raiser's Edge™

Here are some highlights of The Raiser's Edge:

The Raiser's Edge Dashboard

• View a series of on-screen panels displaying key data for campaigns, appeals, funds, events, proposals, membership drives and more.
• Know in an instant the performance of your important activities with this powerful management tool.
• Gain insight into critical data, work smarter and communicate more effectively.
• Learn more about this powerful, innovative management tool.

Microsoft Integration

• Analyze data, use pivot tables and produce sophisticated reports through complete integration with Microsoft Excel.
• Compose e-mails in Microsoft Outlook and store complete message as an Action in constituents' records in The Raiser's Edge.
• Easily perform mail merges in Microsoft Word with the new Merge Wizard.
• Address letters in Microsoft Word with one click, and track correspondence by saving the actual letter as an attachment to the constituent's record.

Custom View

• Create your own Custom View of constituent records, using the fields, colors and layout your prefer.
• Create unlimited Custom Views so every user has access to the data they use most.
• Use built-in Custom View samples to help you decide on information you'd like to include - then edit samples to create your own with easy drag-and-drop process.

Prospect and Donor Tracking

• Access extensive biographical and demographic information for any individual or organization. [View screen]
• View complete employment history and educational background.
• See all of the relationships and affiliations donors may have.
• Store miscellaneous information in an organized way using the Attributes and Notes features.
• Create links from constituent records to media objects such as Word or Excel documents, scanned photographs and newspaper articles, and even Web sites.

Gift Processing

• Record and retain detailed information for all types of gifts and pledges made to various funds or accounts. Split gifts among funds, and record soft credits when donors share recognition for a gift. A helpful notepad allows you to record miscellaneous information about each gift.
• Quickly enter gifts into customizable spreadsheet-style data entry forms. Print a scannable bar code on appeal cards, pledge reminders, membership renewals and phonathon forms to expedite data entry when they are returned. [View screen]
• The optional Electronic Funds Transfer (EFT) module makes electronic giving a simple option for your donors and your development office. To your donors, you can offer the options of contributing to your organization with a credit card or direct debits from their bank account. You benefit from reduced paperwork and postage costs, plus electronic giving means no lost checks or forgetful donors. Automated credit card authorization is also available via interface with ICVERIFY software.
• Design and manage major campaigns, annual appeals or special events. Or accomplish all three at the same time. From prospect development and tracking the success and cost of any kind of appeal to reporting the results, The Raiser's Edge provides the tools you need. [View screen]

Contacts, Correspondence and Forms

• Use the contact management feature to track the activity involved with soliciting your major prospects from the initial contact through the actual ask. Link scheduled items in The Raiser's Edge to Microsoft Outlook's Calendar. Design cultivation strategies with the new moves management-like Action Tracks. These features help you remember to send birthday greetings to your top donors or to send follow-up letters to everyone attending your latest special event. [View screen]
• Organize and manage your volunteer and staff solicitors - create teams and hierarchies with individual and group goals.
• Create personalized acknowledgment or appeal letters. Print mailing labels, envelopes, pledge reminders, gift receipts, acknowledgments, membership cards and renewal notices. Reduce mailing costs and processing time by using the optional postal discount facility.
• Prepare for your annual phonathon by printing customized phonathon forms that display the data your callers need. After the call, simply detach the pledge card from the phonathon form, place it in a window envelope and the reminder for the donor is on its way.
• E-mail constituents directly from their records, and quickly e-mail groups of constituents.
• E-mail gift and constituent records, reports and more to staff members.

Data Analysis and Reports

• More than 100 standard reports give you timely and meaningful information to support your decision-making. In addition, the combination of the powerful query facility and the versatile report writer, Crystal Reports, allows you to produce reports containing the data from any field within The Raiser's Edge. Your reports can be as sophisticated or as simple as you wish.
• Prepare for the Board of Trustees meeting by producing campaign progress reports, comparative reports, performance analyses for both appeals and solicitors, and up-to-the-minute cash reports and pledge reports.
• Create constituent profiles for your volunteer solicitors. All the information needed to make your solicitors more effective can be provided in an easy-to-read, professional format.
• Publish reports and profiles directly to your Web site or intranet.

Other Features to Make Your Fundraising Efforts More Effective

• Quickly access all areas of the system from one central starting point.
  [View screen]
• The Raiser's Edge is available for Windows and the World Wide Web. Both Windows and Web users work from the same database, ensuring consistent data at all times.
• Export data in many formats for use in other computer systems to send your data to the company producing your alumni directory, to your mailing house or to exchange information with a research firm.
• Use the import facility to automatically enter your new graduates, patients discharged last month, the top 100 companies in your area or a new mailing list.
• Screens use the best of Windows and Web technology so you can quickly accomplish your tasks.
• Find immediate answers to your questions with our extensive online help facility. Step-by-step instructions are included to aid in learning our application. Help is instantly available from anywhere in the system.

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