Gift Processing Tips & Tricks for The Raiser’s EdgePRESENTED BY HEATHER SNOOK

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Overview• Intro to Raiser’s Edge: Gifts

• Single Gift Entry

• Batch Entry

• Settings, User Options, and Business Rules

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Intro to Raiser’s Edge: Gifts

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Gifts Tab

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Customize Gift View• Customize columns visible

• Select sort order

• Color code

• “Show” & “Filters”

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Explore your user options!

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Appeal, Campaign, and Fund: IDs v. Descriptions

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Appeal, Campaign, and Fund: IDs v. Descriptions

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Single Gift Entry: Default Sets

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Gift Default Sets

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Gift Default Sets

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Batch Entry: Intro, Tools, and Tricks

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Intro to Gift Batch Entry

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Batch Setup & Templates

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Batch Setup & Templates

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Batch Setup & Templates

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Batch Setup & Templates

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Constituent Window

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Receipts and Acknowledgements

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Gift Properties

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Giving History

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Batch Pop-Ups

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Favorite Batch Pop-Ups• Apply Payment to an Outstanding Pledge

• Link to Proposal

• Pledge Installment Schedule

• Solicitor Gift Credit

• Apply to Event Registration Fees

• Apply to Membership Fees

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Don’t know what that button does? Set up a test record and click it!

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Settings, User Options, and Business Rules

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Custom Pop-Ups: Adding Gift Business Rules

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Required Fields Configuration

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Appeal, Campaign, and Fund Defaults

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Keyboard Shortcut Favorites

• See all Batch keyboard shortcuts at http://www.targetsite.com/files/support/guides/re7/batch_shortcuts.pdf

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Where to Go Next

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bbcon Breakout Sessions• The RE:Geek Module 3.0 Upgrade

• Take Your Raiser's Edge Standard Reports and Mailings to the Next Level

• Taking the Dreary out of The Raiser's Edge Query

• Best Practices in Raiser's Edge Data Integrity Management

• Gremlins in your Raiser's Edge Data 2014 Edition

• What It Takes to be a Great Fundraising DBA

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Gift Processing Resources• Find a user group in your area!

(https://www.blackbaud.com/nonprofit-events/find-a-user-group)

• Blackbaud Knowledgebase (https://www.blackbaud.com/support/support.aspx)

• Blackbaud User Society (http://www.blackbus.org)

• Fundsvcs listserv (http://www.fundsvcs.org)

• Association of Advancement Services Professionals (http://www.advserv.org)

• IRS Publication 526 (http://www.irs.gov/pub/irs-pdf/p526.pdf)

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What’s your favorite tip for gift processing? #REgifttips #bbcon

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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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