Keys to success with The Raiser’s Edge donor database
Working with the complexity of the hospital world
Your hospital may be like a small town or a big city. In either case, you have complex database needs.
- Development offices are in foundations, and can be in operating units.
- Managing large databases of constituents, programs and gifts.
- Combining databases and ‘de-duping’ them to remove redundant records.
- And allowing development user access per the HIPAA Security Rule.
To be effective at development, you need to set up, or clean up, the proper Constituent Codes to identify: the Board, staff, physicians, other employees, organizational and friend relationships, plus the Foundation, committees, volunteers, legal, banks, media, corporations, and solicitors.
This helps you in annual giving, campaigns and appeals, plus in tracking gifts back to constituents and appeals. And, to be effective in the overall stewardship of prospects, donors and their associates, including creating accurate reports and exports. How are we doing on new giving over the past five years? Or, exactly how does that Family or Foundation wish to be listed in the Annual Report?
Understanding the best ways to support your processes and goals
- Addressing immediate needs in your fiscal year, such as upcoming events.
- 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.
- Knowing when and how to use optional modules, such as the Prospect 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.
Managing your constituent database
- Coding constituents – As discussed above: Board, Staff, Doctors, Alumni if affiliated with a university, Friends – individual and organizational.
- Segmenting constituents, based on levels of giving, or other factors that you determine.
Getting the most of of your development programs at the hospital and in the community
- Stewarding constituents – over the long term.
- Cultivating constituents, especially keeping in touch with patients who donated.
- Setting up campaigns, funds and appeals. Every gift should track back to an appeal.
- Leading Capital Campaigns, such as building a new cancer or heart center.
- Growing the Annual Fund to sustain operations.
- Establishing or growing a major gifts program.
- Sending out packages to constituents – for appeals, such as an end-of-year appeal.
- Managing events. The auction. Dedications, honors, memorials.
- Recognition: Bricks or walls, and levels such as Society Members or Ambassadors.
- Setting up a Recurring Gift Program, so that Doctors and Staff can give monthly.
- Supporting Matching Gifts.
- Entering and acknowledging pledges and gifts in a timely manner.
- Supporting naming opportunities, such as a new diagnostic center.
- Offering online giving, through any of various secure web portals.
- Managing gifts of property, such as stocks or real estate.
- Accepting Gifts in Kind.
- Acknowledging donor gifts through recognition.
- Encouraging Planned Giving, such as Life Insurance or Bequests.
Monitoring and reporting development progress
How is the Annual Fund (Unrestricted) comparing to this time last year?
How did the Auction do?
What is our gift entry total for the month?
- Monitoring progress through dashboards – check the status of the Annual Fund – Unrestricted, and the Restricted Fund, and the Capital Campaign, at a glance.
- Exporting data for analysis and sharing – to finance and other departments.
- Reporting such as giving by constituent segment, or for the Annual Report.
Integrating The Raiser’s Edge with other hopsital systems
- Integrating with The Financial Edge.
- Integrating with other systems and databases.
Contact: Laura Clary firstname.lastname@example.org 401-632-2148.