Keys to success with The Raiser’s Edge donor database
You may have questions or needs, such as:
How are we doing on endowments for teaching chairs?
Are we hitting our goal on the Capital campaign for the new dining hall?
How effective have we been this year with specific appeals?
RightTrack Solutions help you with consulting, training and outsource services.
Understanding the best ways to support your processes and goals
- Addressing immediate needs in your calendar year.
- Discussing how you operate today, and what changes you need to make, i.e. processes.
- Selecting the right database solution based on your situation, needs and goals.
- Migrating databases, as there can be various, including in-house developed solutions.
- Knowing when and how to use optional modules, such as the Event module.
- Deciding on how the organization will set up tables and use features consistently.
- Consulting on how a new system will interoperate with existing databases.
- Writing or updating policies and procedures (included in RightTrack Solutions training program).
- Training, consulting and assistance – both initial and ongoing.
Setting up the constituent database and system tables
- Coding constituents – Board, Staff, Faculty, Alumni, Friends – individual and organizational.
- Segmenting constituents, based on levels of giving, or other factors that you determine.
Getting the most of of your higher education advancement programs
- Stewarding
constituents - over the long term.
- Cultivating
constituents, especially keeping in touch with recent graduates.
- Setting up campaigns,
funds and appeals. Every gift should track back to an appeal.
- Publishing alumni
directories.
- Leading Capital
Campaigns, such as building a new technology center.
- Growing the Annual
Fund to sustain operations.
- Sending out packages
to constituents - for appeals, such as an end-of-year appeal.
- Managing
events. Class reunions. Dedications, honors, memorials and recognitions
for donors.
- Setting up a
Recurring Gift Program, so that Faculty and Staff can give monthly.
- Supporting Matching
Gifts.
- Entering and
acknowledging pledges and gifts.
- Working with donors
on naming opportunities, such as laboratories or athletic facilities.
- Offering online
giving, through any of various secure web portals.
- Managing gifts of
property, such as stocks or real estate.
- Writing and tracking
grants.
- Accepting Gifts in
Kind.
- Acknowledging donor
gifts with timely Thank You's.
- Encouraging Planned
Giving, such as Life Insurance or Bequests.
- Managing endowments to
fund faculty seats.
- Tracking
scholarships.
- Managing 'Sponsoring
a Student' funds.
Monitoring and reporting your progress
- Monitoring progress through dashboards - check the status of the Annual Fund at a glance.
- Exporting data for analysis and sharing - to finance and other departments.
- Reporting such as the Annual Report.
Integrating The Raiser’s Edge with other institutional systems
- Integrating with The Education Edge.
- Integrating with The Financial Edge.
- Integrating with other systems and databases.
The best way to begin is with our Free One-hour Consultation.
Contact: Glenn Burdett glenn@righttracksolutions.com 585-319-0097.