Although the donation of services is not tax-deductible, it still benefits your organization. Extensive details can be recorded there, including dates, pricing, budgeting, sponsors, registrants, guests, seating, checklists, and notes. For appeals they also include cost per gift and response percentages. Packages are typically used in three ways: 1. The purpose of this field is donor type as defined earlier, so these options add nothing.
Most of the concepts in this book are at such a level that the aspects of fundraising unique to these and other areas of the world should not have an impact. If you raise or receive money for a fiscal year before or after that fiscal year such as event gifts and pledge payments that need to continue to be linked to the previous fiscal year , you should consider this approach. This is not the date you want to be reminded to get ready for the action, but the actual date the interaction will occur with the constituent. I assure you I respect and appreciate the contributions you are making to our profession a case in point: I still believe most fundraisers in the United States have much to learn about the value of implementing monthly giving programs; see my Blackbaud whitepaper on this point. Track a summary of hours volunteered broken out by a variety of factors such as fiscal years.
To help you track and report on your progress toward your fundraising objectives. He can be reached at and www. By this stage of data entry, the campaign, fund, and appeal options should be so well thought out and defined that it is obvious to anyone in your department how to code gifts at the point of data entry. Not every function we have discussed is included, but every tab is. Of campaigns, funds, and appeals, campaigns are the broadest type of record.
There are seven types of gifts: 1. As every fundraiser knows, it is about relationships. The second chapter also helps you learn how to do that. Furthermore, our needs change over time as we become more sophisticated users, our organizations grow, and our fundraising strategies get more creative and advanced. Enter them only if they are required, such as a meeting or phone appointment scheduled for a specific time. I especially have to thank the staff of the Greater Bay Area Make-A-Wish Foundation including Lynne Durie, Rachael Brent, and executive director Patricia Wilson—an amazing fundraiser and visionary leader for supporting the importance of the fundraising database. The Org 1 tab is shown in Figure 2.
Until June 2005, Bill was Principal Consultant for Fundraising Systems for Blackbaud, having helped found the Blackbaud consulting program in 1998. The names may overlap with ones already in the system. Version 8 of The Raiser's Edge. Some organizations in your database may have more than one person who receives its mail. You do not have to type in the full name for a match.
Another Perspective Let me give you my perspective on defining campaigns, funds, and appeals. The E-mail message field is required. They still are not today because accounting software is not designed to track fundraising metrics. You have never gone into a bookstore, walked to the computer section, and pulled off the shelves one of the dozens of books about Microsoft Word, Excel, or Windows. Accounting needs to know how much money each program has received, so they can approve and deny expense requests by program staff. How the money was raised direct mail, tribute, events. Talk with your database administrator to find out if you should use this tab.
Open the constituent with whom you did or will have the interaction. At the Greater Bay Area Make-A-Wish Foundation, we use attributes to record the specific information we need for wish children. Explore the other options that are available by right-clicking on a tab as well. Other is typically used in two ways: 1. Constituent Tabs for Optional Modules.
For some of the prospects and donors, that file is going to be so full of information that the staff will have organized it into manila folders within the hanging file. He continues to speak at Blackbaud and fundraising conferences. Other organizations do this as well. Funds are only slightly more difficult to set up than campaigns, and the accounting information can be copied from one fund to another. For example, a direct mail appeal might be divided between versions offering a premium and those not providing that option to test which has the best net results. This would be applicable in large organizations that have a relatively large number of active funds, such as hospital foundations and schools. Most organizations do include the spouse or partner.
You get one of the following three options for all gifts to be included in a report: 1. Then simply double-click on the campaign, fund, or appeal you would like to see to open it. The Primary addressee and Primary salutation fields that appear at the top of the tab are the name versions that will be used most of the time. More ideas for the Home page are discussed in Chapters 6 and 7. We are doing a direct mail piece asking our supporters to send in a gift and allowing them to designate the disaster they would like their relief gift directed to. The search screen is not case sensitive. On a daily basis I am reminded of the level of sophistication this product allows us fundraisers to achieve.
There is a lot there. The primary purpose of these records is twofold: 1. It is up to you as to how the three levels interrelate. This allows you to color-code items in the list so the list communicates more information when you look at it on the main screen. However, none of this means your funds have to be defined as what the money is for or its program purpose. They include Mark Anello, Lou Attanasi, John Auwaerter, Dawn Bailey, Jim Ballou, Tracy Barry, Sally Beckett-Jeffery, Loraine Brown, Kevin Brunson, Suzanne Bryer, Jim Bush, Joy Clay, Cathleen Collins, Bill Conner yes, I worked for someone with almost exactly the same name , Rich Conte, Michael Culler, Maurin Dajani, Reggie Daniel, Derek Drockelman, Frank Evans, Carolyn Ferrell, Mark Fetner, Anne Finch, Paul Finch, Leslie Franchs, Richard Geiger, Peter Gross, Kyle Haines, Keith Heller, Lawrence Henze, Debra Holcomb, Amy Jajuga, Kathryn Johnson, Adria Kamau, Lisa Lane Kasperzak, Martin Kaufman, John Kelly, Kevin Knight, Kevin Kreamer, Marty Lee, David Loring, Stu Manewith, Liz Marenakos, Amy Matthews, Jason Metcalfe, Cindy McElhinney, Trit Mulligan, Nicci Noble, Beth Parsons, Heather Paul, Leslie Payne, Karen Powell, Deepa Ranjith, Esther Ratterree, Andy Sabine, Cindy Scarbrough, Glenda Scott, Kimberley Sherwood, Renee Simi, Wayne Smith, Suzann Squire, Scott Staub, Jeff Stowe, John Stubbs, Shaun Sullivan, Steve Swain, Gina Tan, Jon Temple, Mark Terrero, Jeff Terry, Marc Van Baar, Tom Walker, Dorie Wallace, Robert Weiner, Brad West, Brandon Woods, David Zeidman, and Jerry Zink. Correct this belief among your data entry staff to avoid duplicates and difficulty retrieving data.