Integrating Action Tracks and Recording Actions
Wednesday, May 17, 2017 at 1:00 p.m. ET
Do you know how to use action tracks to cultivate prospects and donors as part of moves management? In this session, we will discuss the best use of actions in Raiser’s Edge, including how to integrate Action Tracks into your strategy. You will also get the chance to review some Raiser’s Edge NXT principles around actions.
Running Peer-to-Peer Fundraising Programs in Raiser’s Edge
Wednesday, June 21, 2017 at 1:00 p.m. ET
Learn to manage your peer-to-peer program in Raiser’s Edge at the event, participant, constituent, and gift levels. Dive into a discussion on best practices for reporting the total influence a peer-to-peer participant has on your organization.
Next of Kin Acknowledgement
Wednesday, July 19, 2017 at 1:00 p.m. ET
Memorial donations are becoming quite common. Find out how to set up tributes to engage an honouree’s next of kin and acknowledge their gifts using Mail tools. We will also take a look at standard and custom tools in Raiser’s Edge that you can use to manage memorial giving.
Need-to-Know Importing Basics
Wednesday, August 16, 2017 at 1:00 p.m. ET
Learn importing essentials using the standard Raiser’s Edge import tool (not to be confused with ImportOMatic). You will also walk through the differences between ImportOMatic and a standard import in this session.
Reporting Tips for Raiser’s Edge and Raiser’s Edge NXT
Wednesday, September 20, 2017 at 1:00 p.m. ET
This session is all about showing you how to get data out of Raiser’s Edge and Raiser’s Edge NXT so you can do something with it! We will share tips from our Raiser’s Edge gurus who have designed and pulled hundreds of reports for the organizations they’ve worked at.
Canadian Tax Receipting and eReceipting Tips
Wednesday, October 18, 2017 at 1:00 p.m. ET
Cover your bases and stay CRA-compliant! Take a look at receipting tips and timesavers for Raiser’s Edge using Mail tools. We will also review smart strategies using Microsoft Word, so our American friends are invited to join, too.
Business Rules and Security Settings
Wednesday, November 15, 2017 at 1:00 p.m. ET
In this session, we will review the right ways to fine tune Raiser’s Edge to meet your organization’s needs. Walk through administration and configuration best practices related to global settings in Raiser’s Edge.
Database Management and Cleanup
Wednesday, December 20, 2017 at 1:00 p.m. ET
We’re bringing back one of our most popular 2016 sessions to give you access to common tips and timesavers for cleaning up your Raiser’s Edge database in time for the new year. Discover the most efficient ways to get rid of duplicate, incomplete, and outdated data using tools like code tables, global changes, queries, and more.