Raiser’s Edge® and Blackbaud
ResearchPoint™ Integration

Before you sync model scores and wealth data from Blackbaud ResearchPoint to Raiser’s Edge, we encourage you to join us for an overview of the enhancements to the Raiser’s Edge-ResearchPoint integration released in Q2 2023.

You will leave with a recommended action plan for how to manage the changes to your constituent records and to report on the newly formatted Ratings and/or Financial Information (if you have the RE:Search or Prospect Management module). This webinar is intended for organizations that have synchronized or intend to synchronize data between Blackbaud ResearchPoint and Raiser’s Edge or Raiser’s Edge NXT.

Takeaways:

• Translate previously synced ratings and financial information to the new field configuration and naming conventions in Raiser’s Edge
• Understand the impact on reporting on ratings and wealth data in Query, Export, Lists and Work Center in Raiser’s Edge and Blackbaud Raiser’s Edge NXT
• Develop an action plan to synchronize your models and/or wealth data from Blackbaud ResearchPoint and recommended data clean up in Raiser’s Edge

Presenter:
Shelley Hindmon Weifenbach, Strategic Consultant, Senior Specialist Analytics and Business Consulting at Blackbaud

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Presented by:

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