A to Z for the Small Fundraising Shopafptoronto.org/wp-content/uploads/2016/11/G-02-Wendy...A to Z...
Transcript of A to Z for the Small Fundraising Shopafptoronto.org/wp-content/uploads/2016/11/G-02-Wendy...A to Z...
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A to Z for the Small Fundraising Shop Wendy Smith, Sargent Solutions
Tara Morley, Sargent Solutions
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Actions Definition
Notes Definition
Actions with Appeals
Actions with Events
Proactive versus Reactive
Action Types – Consider Metrics
Follow-up Actions
Actions Versus Notes
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Deposit Slip
Constituent fields
F2
Global Changes
Default Row
Hide fields
Group like gifts together
Batching Tips and Tricks
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Constituent Codes
Solicit Codes
Code Tables
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Donor Category Report
Annual Statement Report
Consecutive Years Report
Donor Reports
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Org Records
Relationship Links
Maintaining your deceased record
Estates
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F3
F4
F5
F7
CTRL + L
CTRL + W
Function Keys and other shortcuts
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When changing gifts utilize the Adjustments feature in RE
GL Distributions
Split Gifts
Linking to Proposals/Registrations/Tributes
Gifts
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Head of Household Definition
How to Change It
Best Practice
Warnings
Head of Household
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Where to put them
Date Verification
Importance of Dates
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Managing your drop-down boxes
Just the Necessities
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Your Favourite Fields
Our Favourite Fields Gift Increases
Gift Summary
Multiple fields of the same type
Export Formats
Killer Exports
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Donor Acknowledgement Letters – Conditional
Custom Letters - Invoices
Letters
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NEVER USE IT ANYWHERE
EVER
Miscellaneous
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When should a spouse have their own record
Organization Contacts
Family and Friends
Non-Constituent Records
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Changing Addresses the easy way
Reasons to Keep the Old Address
Old Addresses
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Step 1 – Create a Query
Step 2 – Ensure you have fields in the Output Tab that you want to use in your pivot report
Step 3 – Go to Reports – Pivot Reports
Step 4 – Link Query to Pivot Report
Step 5– Generate
Step 6 – Once Generated you can add fields and columns to get the results you want
Pivot Tables
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Vetting Lists
Includes and Excludes
At a Glance info
Adding Columns
Query Lists
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Relationships Definition
Dates
Positions
Contact Types
Fund Relationships
Required Fields
Viewing
Relationships
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Standards
Think Spouse
Don’t be Afraid
Additional Addressee/Salutation Types
Salutations and Addressees
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With the Module Show Names
Without the Module Attribute – Constituent Name
Tributes
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General/Home
Records
Defaults
Anonymous
File Locations
Colour
User Options
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Goals can be entered for each record type
As gifts are entered, RE tracks progress towards goals
Budget planning, financial reporting, cash flow projections
Solicitor Goals
Appeal Goals
Event Goals
Valuing Your Goals
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Renaming Is it being used?
What is there now?
Can this field be pulled into a query easily? How does it Export?
How will the new name fit size wise?
Hiding Address
LOT
CART
Bio 2
Birthplace
Religion
Ethnicity
Working with Fields
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Campaigns
Funds
Appeals
Naming Conventions
Categories
Limits/Restrictions
Inactivate
X-Ray Your Data Structure
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Year over year comparisons can be done by any of the following categories:
By donor
By appeal
By fund
By campaign
Year over Year Comparison
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Gift Detail and Summary Report
Zippiest Way to Slice and Dice Data
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Thank You!
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Questions & Answers
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