Human Services

 As a development professional in a human services organization, your goals are to reach out and build relationships while meeting your fund raising goals.  With limited resources that may be spread out across the region, with many volunteers to coordinate.
 
Whether you are providing housing, emergency relief, or simply a hot bowl of soup, your daily activities will amount to more each week, month and year – through your coordinated, best possible use of The Raiser’s Edge database.

Keys to success with The Raiser’s Edge donor database

How can we get an accurate count of volunteers? Should they be contacts or should they each get a constituent record in the database? 

How can we track the expenses for each appeal, to calculate our cost to raise a dollar?

RightTrack Solutions helps you with consulting, training and outsource services.

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.  You may need to make them consistent.
  • Selecting the right database solution based on your situation, needs and goals.
  • Migrating databases, whether from Access, Excel or a donor database.
  • Consulting on how a new system will interoperate with existing databases.
  • Knowing when and how to use optional modules, such as the Volunteer module.
  • Deciding on how the organization will set up tables and use features consistently.
  • 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 – As discussed above: Board, Staff, Volunteers, 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 your agency and in the community

  • Stewarding constituents – over the long term.
  • Cultivating constituents, especially keeping in touch with those who donated.
  • Setting up campaigns, funds and appeals.
  • Leading Capital Campaigns, such as a new 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 – a Walkathon.
  • Recognition, such as different levels of donors, or dedication of equipment.
  • Setting up a Recurring Gift Program, so that Staff can give monthly.
  • Supporting Matching Gifts.
  • Entering and acknowledging pledges and gifts in a timely manner.
  • Supporting naming opportunities, such as a new delivery 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 Walkathon going?

How are we doing on receiving goods and services?

  • 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 systems

  • Integrating with The Financial Edge.
  • Integrating with other systems and databases.

The best way to begin is with our Free One-hour Consultation.

Contact: Laura Clary lc@righttracksolutions.com 401-632-2148.