The Raiser's Edge®
Policies and Procedures Services
Policies and Procedures Services
for The Raiser's Edge®
we’re here to help
You’ve worked hard to create a database that serves your organization and its
constituents. How can you ensure that everyone at your organization treats that valuable
database accordingly? Having a policies and procedures guide in place is the first step to
ensuring the health of your database and fostering a culture of donor stewardship. But
creating a guide can be an overwhelming task. Blackbaud’s Policies and Procedures
Services can help.
Your policies and procedures guide will strengthen the foundation of your database,
creating reliable data you can be proud of. You will see processes that flow more smoothly
with standard data entry. You can trust that mailings will reach your intended audience
and reports will provide an accurate picture of your organization. In addition, it will
be easier to manage employee turnover without losing valuable knowledge about the
database and your processes.
When you select Blackbaud's Policies and Procedures Services, a Blackbaud consultant
will facilitate individual and group discussions about your organization’s business
processes within The Raiser’s Edge. Discussions will focus on the following topics:
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Constituent
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Gift
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Data Management
Creating and updating constituent records
Creating relationships on constituent records
Managing constituent records of deceased individuals
Merging duplicate records
Maintaining constituent records
Creating constituent queries
Processing and Finance
Entering gifts
Managing pledges
Generating acknowledgements and receipts
Adjusting gifts
Posting gifts to the general ledger
Creating gift queries
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Additional
standard and premium functional areas are available
continued on next page
Having a policies and
procedures guide in
place is the first step
to ensuring the health
of your database and
fostering a culture of
donor stewardship.
The Raiser's Edge®
Policies and Procedures Services
project results
At the end of the engagement, you will receive a customized policies and procedures guide,
including detailed data entry standards, a key word index, and a roles and responsibilities
matrix. The document becomes yours to edit and build on after the engagement, allowing
the document to evolve with your organization.
who should consider blackbaud consulting services?
A policies and procedures guide can benefit any client who understands that consistency is
vital to the successful management of their Raiser’s Edge database. A Blackbaud policies and
procedures guide will provide you with a living document that will serve your organization
for many years to come.
At the end of the
engagement, you will
receive a customized
policies and procedures
guide.
800.443.9441
[email protected]
www.blackbaud.com
Blackbaud, Inc.
2000 Daniel Island Drive
Charleston, SC 29492
© October 2009
Contact us today to learn more about Policies and Procedures Services.