Raiser’s Edge Best Practices for K–12 Schools - Bill Connors
Transcript of Raiser’s Edge Best Practices for K–12 Schools - Bill Connors
![Page 1: Raiser’s Edge Best Practices for K–12 Schools - Bill Connors](https://reader038.fdocuments.in/reader038/viewer/2022102903/55be78ebbb61ebf2738b4605/html5/thumbnails/1.jpg)
![Page 2: Raiser’s Edge Best Practices for K–12 Schools - Bill Connors](https://reader038.fdocuments.in/reader038/viewer/2022102903/55be78ebbb61ebf2738b4605/html5/thumbnails/2.jpg)
RAISER’S EDGE BEST
PRACTICES FOR K–12 SCHOOLS
Bill Connors, CFRE, bCRE-Pro
© 2015 Bill Connors, CFRE
![Page 3: Raiser’s Edge Best Practices for K–12 Schools - Bill Connors](https://reader038.fdocuments.in/reader038/viewer/2022102903/55be78ebbb61ebf2738b4605/html5/thumbnails/3.jpg)
Agenda
#BBK12UC
1. Alumni Module
2. Constituent Codes
3. Constituent Code Reporting
4. School Integration
5. RE 7.94
6. Fundraiser Use/RE NXT
7. Strong DBA
8. Q&A
![Page 4: Raiser’s Edge Best Practices for K–12 Schools - Bill Connors](https://reader038.fdocuments.in/reader038/viewer/2022102903/55be78ebbb61ebf2738b4605/html5/thumbnails/4.jpg)
Alumni Module
#BBK12UC
![Page 5: Raiser’s Edge Best Practices for K–12 Schools - Bill Connors](https://reader038.fdocuments.in/reader038/viewer/2022102903/55be78ebbb61ebf2738b4605/html5/thumbnails/5.jpg)
Alumni Module
#BBK12UC
Bio 1 Education button without the module
![Page 6: Raiser’s Edge Best Practices for K–12 Schools - Bill Connors](https://reader038.fdocuments.in/reader038/viewer/2022102903/55be78ebbb61ebf2738b4605/html5/thumbnails/6.jpg)
Alumni Module
#BBK12UC
![Page 7: Raiser’s Edge Best Practices for K–12 Schools - Bill Connors](https://reader038.fdocuments.in/reader038/viewer/2022102903/55be78ebbb61ebf2738b4605/html5/thumbnails/7.jpg)
Alumni Module
#BBK12UC
![Page 8: Raiser’s Edge Best Practices for K–12 Schools - Bill Connors](https://reader038.fdocuments.in/reader038/viewer/2022102903/55be78ebbb61ebf2738b4605/html5/thumbnails/8.jpg)
Alumni Module
#BBK12UC
![Page 9: Raiser’s Edge Best Practices for K–12 Schools - Bill Connors](https://reader038.fdocuments.in/reader038/viewer/2022102903/55be78ebbb61ebf2738b4605/html5/thumbnails/9.jpg)
Alumni Module
#BBK12UC
![Page 10: Raiser’s Edge Best Practices for K–12 Schools - Bill Connors](https://reader038.fdocuments.in/reader038/viewer/2022102903/55be78ebbb61ebf2738b4605/html5/thumbnails/10.jpg)
Alumni Module
#BBK12UC
![Page 11: Raiser’s Edge Best Practices for K–12 Schools - Bill Connors](https://reader038.fdocuments.in/reader038/viewer/2022102903/55be78ebbb61ebf2738b4605/html5/thumbnails/11.jpg)
• At the core of it, fundraisers ask 3 questions
about the money they raise:
– How was it raised?
– What is it for?
– Who gave it?
• In The Raiser’s Edge, this is tracked as:
– How was it raised? = Appeals
– What is it for? = Funds
– Who gave it? = Constituent Codes
Constituent Codes
#BBK12UC
![Page 12: Raiser’s Edge Best Practices for K–12 Schools - Bill Connors](https://reader038.fdocuments.in/reader038/viewer/2022102903/55be78ebbb61ebf2738b4605/html5/thumbnails/12.jpg)
• Constituent Codes = Donor Types
– Secondarily: Why are they in our database?
• Educational institutions use the most
Constituent Codes
#BBK12UC
![Page 13: Raiser’s Edge Best Practices for K–12 Schools - Bill Connors](https://reader038.fdocuments.in/reader038/viewer/2022102903/55be78ebbb61ebf2738b4605/html5/thumbnails/13.jpg)
Constituent Codes
• Well-defined
– The purpose of the table
– The values in the table
• Table order based on priority
• Date From and Date To maintained
#BBK12UC
![Page 14: Raiser’s Edge Best Practices for K–12 Schools - Bill Connors](https://reader038.fdocuments.in/reader038/viewer/2022102903/55be78ebbb61ebf2738b4605/html5/thumbnails/14.jpg)
• Use the dates—they do work: the date range of the code needs to overlap the date range of the report– “Current” is defined in Query with the second line of “Cons Code
Date to blank”
• “Former” codes?– See www.billconnors.com/pages/resources/documents.php for my
fundsvcs post on this topic re: board members
Constituent Codes
#BBK12UC
![Page 15: Raiser’s Edge Best Practices for K–12 Schools - Bill Connors](https://reader038.fdocuments.in/reader038/viewer/2022102903/55be78ebbb61ebf2738b4605/html5/thumbnails/15.jpg)
Constituent Code Reporting
• Gift Detail and Summary Report
• Demographic and Statistical Reports
– Statistical Reports
– Comparisons and Summaries
#BBK12UC
![Page 16: Raiser’s Edge Best Practices for K–12 Schools - Bill Connors](https://reader038.fdocuments.in/reader038/viewer/2022102903/55be78ebbb61ebf2738b4605/html5/thumbnails/16.jpg)
School Integration
• Whipple Hill “on” integration
• Education Edge
• Other
• New students, new parents, promoting students, graduating students, faculty, staff…
#BBK12UC
![Page 17: Raiser’s Edge Best Practices for K–12 Schools - Bill Connors](https://reader038.fdocuments.in/reader038/viewer/2022102903/55be78ebbb61ebf2738b4605/html5/thumbnails/17.jpg)
RE 7.94
#BBK12UC
![Page 18: Raiser’s Edge Best Practices for K–12 Schools - Bill Connors](https://reader038.fdocuments.in/reader038/viewer/2022102903/55be78ebbb61ebf2738b4605/html5/thumbnails/18.jpg)
Fundraiser Use/Raiser’s Edge NXT
#BBK12UC
![Page 19: Raiser’s Edge Best Practices for K–12 Schools - Bill Connors](https://reader038.fdocuments.in/reader038/viewer/2022102903/55be78ebbb61ebf2738b4605/html5/thumbnails/19.jpg)
Fundraiser Use/Raiser’s Edge NXT
#BBK12UC
![Page 20: Raiser’s Edge Best Practices for K–12 Schools - Bill Connors](https://reader038.fdocuments.in/reader038/viewer/2022102903/55be78ebbb61ebf2738b4605/html5/thumbnails/20.jpg)
Strong DBA
1. Responsibility
2. Leadership
3. Training
4. Documentation
5. Relationships
6. Product Knowledge
7. Technology
8. Fundraising
9. Advancement Services
#BBK12UC
![Page 21: Raiser’s Edge Best Practices for K–12 Schools - Bill Connors](https://reader038.fdocuments.in/reader038/viewer/2022102903/55be78ebbb61ebf2738b4605/html5/thumbnails/21.jpg)
Q&A/Contact Info
Bill Connors, CFRE, bCRE-Pro
Independent Consultant on
The Raiser’s Edge and
Raiser’s Edge NXT
San Francisco, CA
415.861.5454
www.billconnors.com
#BBK12UC