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Blog Posts

  • This Meet-up Could Make Your Wishes Come True...
    I often like to say "there has never been an idea about which I don't have an opinion." Basically, this is a fancy way of me saying "I love to give feedback." On everything. All the time. So this week, I'd like to invite you to join me in one of the greatest joys of my life: giving feedback. On Wednesday, October 18, from 5-6 p.m. Eastern Time, we are hosting a ... more
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  • Welcome To Your New (Raiser’s Edge NXT) Home
    Being part of a military family, I’m quite familiar with moving. Every time I get ready to move, there’s a sense of sadness and excitement—leaving a familiar community to join an unfamiliar one. Luckily, there comes excitement with a new city to explore and a new home to grow into. One of my favorite aspects of relocating is organizing all our belongings. I can purge the old, reorganize the items we keep, and welcome the new household goods. The new space allows me to showcase my belongings in a better light. Like moving to a new home, moving to a new software allows you to purge, reorganize, and welcome the new to get the most out of your new space. When moving to Raiser’s Edge NXT, you can organize your database to make sure you fully utilize the new functionality. Moving— and preparing to move —comes with a lot of decision-making, but don’t fret! The topics below can help get you started.   more
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  • Canadian Tax Receipting Tips
    Your fall appeals are ready to go, and Giving Tuesday is right around the corner. Don't forget to check your tax receipt template, and update as necessary. This part of the donation transaction should be the easiest part. A few things:   If your tax receipt contains a thank you letter, please remember to update it periodically (usually 2-3x per year) and ... more
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  • There’s A Chill In The Air—is Your Database Ready For Year-end?
    All things autumn are popping up everywhere. Boxes of decorations are being uncovered in attics and basements across the land. A cold breeze begins to fill the air—at least for some us. And what does this all mean? The end of the year is near, and it’s time to get your Raiser’s Edge database in order! There’s a lot of data analysis to do to wrap-up your ... more
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  • Reporting Tips (RE7 and NXT)
    Reporting is the #1 discussion topic when I visit nonprofit organizations! For most of us, there is a wealth of information in our Raiser's Edge database, but everyone wants to see the information in a slightly different way (different fields, calculations, etc.). You're not alone! Here are some tips from the pros (Blackbaud staff and nonprofits):   ... more
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  • Top Raiser's Edge Tools for Game of Thrones Characters - CONTAINS SPOILERS
    HBO’s hit series Game of Thrones came to an end yesterday. Through seven seasons we saw seven kingdoms and countless character’s change and grow. However many secrets were revealed many of our beloved characters’ future are uncertain and many questions were left unanswered. If you anything like me one thing you’re probably left wondering is “which ... more
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  • Who Are The Main Characters Of Raiser’s Edge?
    Do you have a to-read pile of books? As exciting as it is to open the cover on my next read, it does require extra effort in the beginning. When starting a new book, the first 20 pages are usually a little overwhelming. Everything is new and unfamiliar. As I am working to identify the setting and the mood, and to remember the names of all the new characters, I find myself having to pause and remind myself which character is which in the first few chapters. Once I have committed the names to memory, I can easily enjoy the rest of the book’s adventure. Like a new book, Raiser’s Edge has a few characters to meet and remember. But once you get to know them, it’s smooth sailing. As you begin your Raiser’s Edge adventure, here’s a quick reference list of common characters, or terms, used in Raiser’s Edge.   more
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  • Importing In Raiser's Edge
    Your CRM (Raiser's Edge) is the source of truth in your organization, and a lot of times, this means bringing in external sources of information. Importing into Raiser's Edge doesn't have to be the bain of your existence, because Blackbaud has partners, such as Omatic Software, and JMG Solutions, that assist with importing data. This post provides ... more
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  • How The QEH Foundation Does Prospect Management In Raiser's Edge
    This blog post was originally posted as a response to a question in the Raiser's Edge Community. Incorporating this Action system helps us track prospects through each stage of the donor cycle.  The action always refers to something that is to happen in the future.  Each Action stage stays open (completed check box left empty) until the prospect moves ... more
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  • Learn From My Import Mistakes, Not Yours
    Learn from your mistakes. I wholeheartedly agree with that old adage— for the most part . But when it comes to the life of your database, I think that preventing errors is best for us all. Given that I’m involved in educational training, I have the luxury of playing and experimenting in a safe Raiser’s Edge sandbox, which allows for some trial-and-error ... more
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  • Memorial Acknowledgements In Raiser's Edge
    Many organizations are finding themselves acknowledging memorial (and honour) donations these days. With the tribute module you can take steps to standardize the acknowledgement process. Even though acknowlgement letters have been in Raiser's Edge for a long time, here's a little primer on the basics: Use the tribute record whenever possible: ... more
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  • Demystifying (and Learning To Love) Queries
    Have you ever used a butter knife to unscrew a screw or a shoe to hammer in a nail? It can sort of work sometimes, but a screwdriver or a hammer would be much better and faster. When I started working in Raiser’s Edge, I didn’t have any formal training and learned via the “sink or swim” method. After a few months, I was able to convince my manager to let me take some ... more
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  • Running Peer-to-Peer Programs In Raiser's Edge
    So you run peer-to-peer (P2P) events in your shiny instance of Teamraiser (or maybe some other platform). Now you have to bring the registrant and donor information into Raiser's Edge. It's never a glamourous task, but necessary to have a 360° view of your constituents. Here are some tips. If they seem elementary to you, that's a good sign that your ... more
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  • Fiscal End-of-year Is Near, Where Do I Start?
    Have you ever asked yourself that question? End-of-year activity can be overwhelming, even when you have processes in place to help you move from task to task. Many year-end tasks focus on cleaning up your database. Whether database administration is new to you or old hat , here’s a great way to learn or freshen your perspective on key data administration topics—watch the eLearning course Raiser’s Edge: Basics of Database Administration .   more
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  • Managing Actions & Action Tracks In Raiser's Edge
    I know we all hate entering our actions into Raiser's Edge, but it's a necessary evil. Actions are used to measure the progress of big lofty things like capital campaigns, days in status, and staff/fundraiser effectiveness. I get a lot of Raiser's Edge users looking for some best practices on managing actions in the database. Here are some tips. If they ... more
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  • Prevent Gift Data Disasters – Four Tips For A Policies And Procedures Guide
    Gifts are the foundation of your organization’s database. Gifts provide the means to continue supporting your organization’s mission. How gift information is entered directly impacts your mailing and data analysis efforts. Without a clearly defined gift entry process, your organization could end up with a real data disaster . Good news! You can avert data disasters by implementing a policies and procedures guide for gift data management. Here are four fabulous tips to help you create or update your guide and keep data disasters in check.   more
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  • Stuff You Need To Know About Events
    Welcome to Stuff You Need to Know and April's topic, the Events Module! With the Events module, events get their own type of record, as well as Event-specific exports, queries, reports, and the Mobile Event Management app for the iPad.  We've highlighted some of our favorite Event resources in our  Stuff You Need to Know section   of the Community, and ... more
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  • The Community Voice – Fundraising Planning
    In the Blackbaud Community last month, Blackbaud University asked for your input about fundraising planning. We wanted to know: What fundraising methods do you use? How do you plan your fundraising activities? Do you set fundraising goals? Here are your answers! Fundraising Methods: Major Giving Is a Major Source of Revenue We asked, “What ... more
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  • Merging Records post RELO integration
    Merging Questions post integration?  Let’s go over the how to: Once you have integrated it is important to be aware of how the merge process works.  Any new or existing constituents from Luminate Online (LO) will sync to the RELO plugin to ensure your two databases are equalized. Before you process constituent information in RELO, you can view any ... more
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  • Raiser’s Edge Fundamentals & Professional Certifications For 2017
    Throughout my career I’ve taken part in many interviews—both as an interviewer and interviewee. As an interviewer, candidates would make lofty claims of knowledge. It typically was hard to discern whether candidates  really  knew what they said they knew. I was always on the lookout for some proof of knowledge. The same was true when I interviewed for ... more
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  • Stuff You Need To Know About Security & Logins
    Welcome to March’s Stuff You Need to Know topic, Security & Logins! more
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  • Successful Sustainer Giving Programs: Part 3 – Policies & Procedures
    Sustainer giving offers a lot of benefits for your organization. The greatest benefits are long-term —building a sustainer program takes time and commitment. In this three-part blog series, we’re discussing the key elements for a successful sustainer giving program. Read the previous posts in this series:   Part 1 – Technology Part 2 – Staff   ... more
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  • Fix Your Database Without The Horror Movie Music
    I’ll never forget my first day as a database administrator. During my orientation, I heard horror movie music playing in my head. The database was a nightmare! Listening to my new coworker’s list of concerns, all I could think about was how to fix the database — and how to keep it fixed .   Now, after years of working in nonprofits, and working with thousands ... more
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  • A Better Path To Your Training Success
    To help you better find the training you want or need, we’ve upgraded our Raiser’s Edge , Financial Edge , and NXT curriculum resources! That means there’s a new look and feel to the curriculum datasheets and product pages you access when you’re researching Blackbaud training offerings. Curriculum Datasheets— Revamped! Our curriculum datasheets ... more
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  • Successful Sustainer Giving Programs: Part 2 – Staff
    Sustainer giving offers a lot of benefits for your organization. The greatest benefits are long-term —building a sustainer program takes time and commitment. In this three-part blog series, we’re discussing the key elements for a successful sustainer giving program. In Part 1 , we discussed technology: you need technology that makes running a ... more
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  • Successful Sustainer Giving Programs: Part 1 – Technology
    Sustainer giving programs provide your donors an easy, automatic way to donate—and offer your organization a source of expected, reliable income . Also known as recurring giving or monthly giving , sustainer giving programs require thoughtful decision-making and attention to detail, but the benefits are immense! In this three-part blog series, we’ll discuss the key elements for a successful sustainer giving program: technology , staff , and policies and procedures . We begin with ...   more
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  • Stuff You Need To Know About Reports
    Hello, RE Community! Welcome to February’s Stuff You Need to Know topic, Reports! The reports built into Raiser’s Edge can help evaluate your fundraising by reporting on specific campaigns, appeals, time periods, donor categories, and more! If the data is in Raiser’s Edge, there’s a good chance Raiser’s Edge has a report for it.   For Stuff You Need to ... more
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  • Legends Of The Hidden Reporting Tools
       Did you know there are more than 100 canned reports in Raiser’s Edge? Familiarizing yourself with canned reports can save you time, effort, and brainpower. With a few simple clicks, you can determine total expected income for next month’s pledge payments or provide a complete overview of a constituent’s giving history.    more
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  • Leading Volunteers to Success
    There is no question of the benefits that volunteers can bring to an organization. In 2015 the nonprofit organization Independent Sector valued volunteer time at $23.56 per hour [i] . Beyond the fiscal benefit, volunteers can help you to grow existing programs, create a more efficient workflow, and help increase your base of support. A truly ... more
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  • Stuff You Need To Know About Receipts And Annual Statements
    A new year in the Raiser's Edge Community means a whole new collection of Stuff You Need to Know! For January's resources , we're presenting Receipting and Annual Statements! Head on over to Stuff You Need to Know to take a look at our handy resources, including articles, blog posts, videos, and more to help you make the most of Raiser's Edge. Be sure to ... more
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  • A New Year of Stuff You Need to Know
    Thank you to everyone who participated in our Stuff You Need to Know 2017 poll! We want to provide the most useful resources we can to help you make the most of Raiser's Edge, so we appreciate your input. Now, without further ado, here are our topics for each month of Stuff You Need to Know this year: ...(drum roll, please)... January: Receipts and Annual ... more
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  • Make Your Event Sparkle – It’s All In The (Data) Details!
    Every time I attend an event, the event planner in me wants to observe all of the details that went into making that event sparkle. At times I have thought, “How clever, I love these personalized place cards, I am definitely taking this home.” Other times I think, “I am kind of confused, where am I going, this could be a little more organized.” Except, I was never an event planner . In fact, I didn’t even really plan my own wedding, I opted for a destination instead! But, naturally, as humans we (even us everyday event attendees ) observe our surroundings and notice what we choose to notice. Organizing a successful event is all in the details! And that is where, when organizing events, your expertise comes in to play— using your data to create your details.   more
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  • All About Sustainer Giving
    Back in October, we asked our Blackbaud Community about their sustainer giving programs. Here’s what you should know: 40% OF SUSTAINER GIVING PROGRAMS ARE GROWING It is becoming more difficult to acquire and retain single-gift donors. Generations X and Y behave differently than baby boomers and mature generations. Innovation and new fundraising ... more
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  • Stuff You Need to Know About Mail
    The Mail module in Raiser's Edge is a great tool for end-of-year mailings to your constituents. You can print thank you letters, prepare appeals, and send receipts to your constituents, all using information directly from their records.  Stuff You Need to Know this month is focused on the Mail module. We've picked some of our favorite Mail resources ... more
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  • Do Your Bit – With Gift Aid
    We all want to make the world a better place, and helping charities can do just that! But that means we all need to do our bit to get the most out of each donation. Here’s a bit list we can all aspire to! Gift Aid’s Bit Gift Aid provides donors and charities the opportunity to increase the value of donations, through tax claim submissions a Gift Aid’s bit done! ... more
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  • The Start Of A Great Relationship
    A great relationship doesn’t happen instantly. Great relationships take a lot of work. Make sure you are doing your part in developing and maintaining great relationships with your constituents. Start with a Great First Impression You wouldn’t walk up to a stranger on the street and ask him to be a great supportive friend—you have to work hard to get to ... more
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  • Giving Thanks All Year Long
    In the U.S. and Canada, Thanksgiving has already passed, but thankfulness should be a year-long mindset. A thank you can build relationships and increase positive feelings—whether it be for someone holding open a door, giving a special gift, or making a donation to your organization. The Lack of a Thank You The lack of a thank you can break ... more
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  • Membership Management Time-Savers
     The busy holiday s eason is upon us, and it’s full of to-do lists. But I’ve got great news for your year-end membership efforts—we have some nifty time-saving tips for you and your donors.   more
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  • Best Practices: Major Giving
    What an organization defines as a major gift can vary widely. At some organizations a $500 donation would be incredibly impactful, while other organizations define a major gift as a gift of $100,000 or even more! What remains consistent is that a major gift can truly be a game changer at an organization. The Pareto principle (the 80/20 rule) states that ... more
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  • Stuff You Need to Know about Soft Credits and Matching Gifts
    Soft credits and matching gifts are a great way in Raiser's Edge to track both the actual donor of a gift, but also any other constituents who should receive credit for it. This includes Soft Credits, which show that a different constituent (such as a spouse)  also  deserves credit for a given gift, and Matching Gifts, which are gifts made by an ... more
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  • BOGO Fundraising
    With the holidays around the corner, I’m seeing more and more BOGO (Buy One Get One) deals. I have two boys, so I only need to buy a shirt for my oldest son, and I can get a shirt for my youngest for free. Matching gift programs work in a similar way. If you can engage an employee of a matching gift company to donate, then you not only get the donation from the ... more
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  • A Little Known Secret
    It’s Payment Processing month in the RE Community and what better time to let you in on what may be, for some, a little known secret. This secret can save you time. It can also help you minimize disruptions in monthly giving. So what is it, you ask? Credit Card Updater. Credit Card Updater updates payment information—Visa®, MasterCard®, and Discover® ... more
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  • COURSE RELEASE: Best Practices: Six Steps To End-of-Year Success
    Fall is here, and that means one big thing (in our world, anyway!): end-of-year fundraising . November and December are busy for everyone, but especially for those of us in fundraising. During this generous time of year, it is essential to connect with donors. Blackbaud Univsersity is here to help with some tips to make your year-end smoother and more ... more
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  • Stuff You Need to Know About Payment Processing
    Raiser's Edge is a great tool for tracking, recording, and reporting on your fundraising, but it can also process donors' payments as they roll in. Whether credit card donations or direct debit/ACH gifts, payment processing in RE can help keep your fundraising running smoothly so you can focus on your mission.  October in the RE Community is Payment ... more
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  • COURSE RELEASE – Database Configuration For Successful Mailings
    The Postal Shuffle Each day, I walk down my driveway to see what treasures my mailbox holds. While monotonously combing through the onslaught of everyday ads, bills, and the white envelopes addressed to Current Resident (sigh), I’m always delighted to find a letter addressed to me, personally . I get a rush of excitement when I uncover that unexpected , correctly addressed , and personalized letter . I imagine I share this excitement with many of you—and hopefully many of your donors!   more
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  • Recurring Giving – Triple Win
    Recurring gifts are a win–win– win for all! Donor Win My family supports several nonprofits, but I’m terrible at remembering to write out a check each month or go online and donate. With recurring giving programs, I’m able to provide sustained giving to my favorite nonprofits—without any extra work or reminders. That’s a win for me! Nonprofit Win ... more
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  • Updates For Connect Raiser's Edge Integration Coming Soon!
    Connect Raiser's Edge is a plugin that enables users to automatically update and add information to Raiser's Edge from your "ON" products. Coming soon we are releasing some exciting new enhancements to this integration. Read on for details on the upgrade and how to prepare your data for changes in the integration. Business relationship updates ... more
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  • COURSE RELEASE - Managing Action Tracks
    I’m a big fan of checklists . In fact, this past weekend I had quite a long checklist for a garage sale we were planning. My husband and I created the list a few days before the sale, and diligently worked to mark off each item on the list. On the morning of the garage sale, I had my checklist in-hand, and we worked to make sure all the boxes were checked before we ... more
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  • New Release To The Raiser's Edge Luminate Online Integration Available
    A new release to the Raiser's Edge Luminate Online (RELO) integration is now available on the Download section of our website! Please note the version update to the Luminate Online plug-in for The Raiser's Edge to version 1.4.6093.26084 and Blackbaud Web Services to version 1.4.16244.1 1 . With this release we've resolved two defects affecting ... more
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  • Stuff You Need To Know About Export
    September means fall mailings in Raiser's Edge, and fortunately the RE Community has you covered.  Stuff You Need to Know this month focuses on Export, the best way to extract all kinds of information from Raiser's Edge. Whether you're exporting a spreadsheet of addresses , creating the letter in a mail merge directly from export , or including  phone ... more
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  • Tackle Your Raiser’s Edge Toolkit—Become An Exporting Expert
    In our June blog post , we talked about selecting the correct Raiser’s Edge tool for the job at hand—with a special focus on Query . This month, let’s talk about some other great, yet sometimes misused or underused, tools from your Raiser’s Edge toolkit: Export , Report , and Dashboard .   more
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  • Mapping Out Your Relationships – Leave No Prospect Behind!
    It’s no secret that communication is key for strong relationships. It’s important to communicate and grow your relationships with your family, with your friends, and, if you work at a nonprofit, with your prospects and donors. While communicating and growing relationships with your family may not be easy to map out, communicating and growing relationships with your constituents certainly can be! Moves management is a process that helps move prospects and donors, to encourage growth in their relationships with your organization. I know what you’re thinking…if only all relationships could be mapped out this easily.    more
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  • BLACKBAUD UNIVERSITY - We Value Your Voice
    As a Raiser's Edge Community member, we know you have valuable feedback, and we’d like to get your thoughts on the Blackbaud University experience. We hope you’ll spend five minutes to tell us how we are doing. As a sign of thanks, upon completion of the survey you’ll be entered in a drawing to win one of four  $25 Amazon gift cards !   At Blackbaud ... more
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  • Smart Copy/Paste In Query
     There are various changes to query in the more recent versions of The Raiser’s Edge that will make searching that little bit easier. One of these is to copy multiple values into one query using the one of operator. Let’s say, for instance, you have an Excel spread sheet of 1750 constituents that include their Constituent ID, Address information and ... more
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  • Stuff You Need To Know About Import
    Import is our focus this month in Stuff You Need to Know. Import is a great way to make bulk changes in the database, whether adding gifts or constituents, updating addresses, or any number of other record changes.  Check out our Need to Know section , where you can find the resources to help make you an Import master! Then swing by our Forum Contest to share ... more
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  • Take The Quick Route!
    My husband loves to take the scenic route when we go on family trips. Me, I prefer to get where we are going as quickly as possible. Do you like to take the scenic route, or do you prefer the quickest route? When it comes to working in Raiser’s Edge, we like to make tasks quick, easy, and painless. more
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  • Top 14 Most Helpful Blackbaud Hosting Services Links
    Many of you are taking advantage of having Blackbaud host, upgrade, and maintain your databases, so you don't have to!  Wouldn't it be nice to have access to resources that can help you hit the ground running?  Well this blog is dedicated to providing you the top 14 most important links that can help you be successful with Blackbaud Hosting! Most ... more
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  • Filtering Luminate Online Gifts And Registrations In Raiser’s Edge
    Does your organization use both Raiser's Edge and Luminate Online? Did you know that when processing Luminate Online gifts in Raiser's Edge, you can see specific Luminate Online gifts? more
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  • Stuff You Need to Know About Query
    July is the Month of the Query in the Raiser’s Edge Community! Whether you’re finding donors to receive a mailing, creating a group of records for a global change, or many other tasks, Query is a great place to start. Check out Stuff You Need to Know , where we’ve posted several handy resources to help you master Query. Then, stop by our Forum Contest where ... more
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  • COURSE RELEASE: Best Practices: Grantseeking
    “I’m excited to teach the ‘Best Practices: Grantseeking’ class, and help empower nonprofit organizations of all shapes and sizes to find and secure grants funding in the most efficient and effective manner.” – Shelley Hindmon Blackbaud University Educational Consultant   As Director of Foundation and Corporate Relations at Salem Academy and College in Winston-Salem, N.C., Shelley Hindmon managed the institution’s grantseeking process and relationships. Now, as an instructor for Blackbaud University, Shelley is ready to share her years of experience and insight with you in our new class, Best Practices: Grantseeking . more
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  • New Release To The Raiser's Edge/Luminate Online Integration Available
    Release Notes A new release to the Raiser's Edge/Luminate Online integration is now available on the Download section of our website! Please note the version update to the Luminate Online plug-in for The Raiser's Edge to version 1.4.6003.29498  and Blackbaud Web Services to version 1.4.16160.1 . The following issues have been addressed with ... more
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  • Don’t Let Your Mailings Get Trashed Before They’re Read!
    You mail. You wait. You receive some response, but not at the level you were hoping. Communicating with your constituents is a vital part of building a relationship with those who care about your mission. But are you REALLY getting through to them, or are your mailings getting dumped in their recycle bins? Engaging your audience involves more than cute pictures, snappy slogans, and general content. Aptly targeted messages that are effectively personalized can turn a casual connection into a committed constituent— a champion for your cause . more
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  • Stuff You Need to Know About Financial Reports
    Welcome to June’s edition of  Stuff You Need to Know , RE Support’s monthly collection of resources to help you make the most of Raiser’s Edge. This month, we’re focusing on Financial Reports to help you keep a handle on your fiscal year finances. Whether you're using the Gift Detail and Summary Report for general gift reporting, the General Ledger Audit ... more
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  • Need to LEARN More About Memberships?
    The last time you went to the local aquarium, you might have noticed a shorter line for Members admission. Maybe you’ve seen museum patrons displaying a special  Membership card or fob to completely bypass the admission window. Or perhaps your alma mater asked you to join its Alumni association. These are all types of great membership programs. Does ... more
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  • COURSE RELEASE - Best Practices: Building Engagement
    Nonprofits are always seeking more—or better— engagement . But they don’t always take the time to define what it means for them. Engagement means different things for schools, museums, animal shelters, hospital foundations, and other nonprofit organizations. And, engaging with new supporters, donors, volunteers, and board members involves ... more
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  • Live Chat on Pledges and Recurring Gifts
    Do you have questions about how best to use pledges? Tips on recurring gifts to share with your fellow RE users?  As part of this month's Stuff You Need to Know, we'll be hosting a Live Chat  about Pledges and Recurring Gifts at 3 PM EDT on May 18! Check out the event for more information and to register!   more
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  • New Release To The Raiser's Edge/Luminate Online Integration Available
    A new release to the Raiser's Edge/Luminate Online integration is now available on the Download section of our website! Please note the version update to the Luminate Online plug-in for The Raiser's Edge to version 1.4.5963.37112 and Blackbaud Web Services to version 1.4.16120.1 . With this release, you can set Luminate Online fund limits and update primary contact information imported from Luminate Online. more
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  • Stuff You Need to Know About Pledges and Recurring Gifts
    Welcome to May’s edition of Stuff You Need to Know , RE Support’s monthly collection of resources to help you make the most of Raiser’s Edge. This month, we’re focusing on Pledges and Recurring Gifts, two ways for your donors to make a BIG impact with modest recurring payments. Take a look at the great resources under the  Need to Know   link on the right side ... more
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  • CERTIFIED-Hold The Certification Bus!
    We’re hearing a lot of great chatter about our new certification offerings! Some of that chatter speaks to our new Professional level certification and the badges we award for completing milestones along the journey to that certification. To remedy any confusion, here’s a quick outline of our Certification program—at the bCRE and bCRE - Pro levels. ... more
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  • Give Your Sustaining Gifts That New Car Smell!
    Imagine going to a dealership to buy a car— with cash . In reality, that’s not within the budget for most folks. There’s a similar concern when we ask our donors for a big donation to support a larger need. We’ll likely get the response “we can’t afford to donate that much.” However, if we break it down into small chunks, then many of them may be able and ... more
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  • Event Groups in Raiser’s Edge
    Each event record in Raiser’s Edge is designed to track a single, one-time event. But never fear! If you’re planning a multi-day event series or an event with subsections, Raiser’s Edge can use Event Groups to track these related records together. To use Event Groups, a table entry for the group would need to be added to Config > Tables > Event Groups. Once ... more
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  • 3 Top Takeaways from AFP
    Excited and motivated fundraisers buzzing around exhibit hall booths. Hands furiously typing and taking notes. Dozens of experts sharing insights through key notes, educational sessions, and hallway conversations. This was the scene at the Association of Fundraising Professionals International Fundraising Conference. I just got back, and I’m ready to share my top takeaways with you!   more
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  • Stuff You Need to Know About Raiser’s Edge Events
    Welcome to Stuff You Need to Know , RE Support’s monthly collection of resources to help you make the most of Raiser’s Edge. This month, we’re focusing on RE: Events, an optional module and great way to track registrations, ticket pricing, and all things event.   more
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  • Don't Let Your Event Planning Be A Monster
    Years ago, when my husband and I were planning our wedding, I was working at a nonprofit and handling a lot of the organization’s event planning—ergo, I knew that planning my wedding event could potentially morph into a real monster . That’s why we decided to have a small wedding. I wanted to enjoy the day! As it turned out, even though my wedding was a modest ... more
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  • Have Mercy! Fuller House And Fuller Raiser’s Edge Training
    Have you caught the new Fuller House sitcom sequel on Netflix? It’s a remake of the 90’s hit TV show Full House . The pilot episode brought the cast members (minus the Olsen twins) all back together. The writers crafted a great new storyline for the first season and even worked in some favorite quotes from the original show—like Uncle Jessie asserting, ... more
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  • Why do I keep getting timed out of The Raiser’s Edge?
    Part of keeping your data secure in Raiser’s Edge means making sure unauthorized users can’t access the database. One tool The Raiser’s Edge uses to increase security is an automatic log-out from the database after 15 minutes of inactivity. This feature is designed to prevent unauthorized users with access to the computer from accessing sensitive ... more
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  • Where Does Your Raiser’s Edge Journey Begin?
    Every journey has a starting point. Your journey to learning Raiser’s Edge and ultimately becoming Raiser’s Edge certified is no different—you need a starting point. And we’re giving you two options! 1.      I’m new to Raiser’s Edge and am not sure I know all the basics : If you’re a novice Raiser’s Edge user and want to quickly learn the basic features, ... more
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  • IATS Direct Debit Processing in Blackbaud Hosting Services
    UPDATE: We are happy to report that this issue is now fully resolved, and Blackbaud-hosted Raiser’s Edge databases can process direct debit transactions to iATS as normal.  We apologize for any inconvenience this interruption may have caused. Thank you for your patience and partnership as we worked to resolve this issue.  Original post:  On ... more
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  • COURSE RELEASE-Are You Setting Up Your Fundraisers For Success?
    Whether you call them solicitors, fundraisers, relationship managers, or anything else, their success is vital to your organization achieving its mission. How can you set up your solicitors for success? How can you set up your management team to track progress toward goals? Blackbaud University has developed a three-hour instructor-led course to ... more
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  • Does Your Organization Really Understand Constituent Records?
    Constituents come to your organization through different means—special events, board member connections, sister nonprofits, and more. How do you determine when and how to create records for those constituents? Which people and organizations should you add to your database? We help you answer these questions and more in our newly energized ... more
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  • How To Import New And Existing Constituents Without Import/Constituent IDs
    Have you ever had a spreadsheet of constituents to add to Raiser’s Edge, but you aren’t sure who is already in the database and who isn’t? Importing is a fairly straightforward process if they’re all new constituents, but can be a bit trickier if some of your constituents already have records and some don’t. The best way to update existing constituents ... more
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  • New Release to The Raiser's Edge/Luminate Online integration available February 4th!
    On February 4th, 2016, a new release to the Raiser's Edge/Luminate Online integration will be available on the Download section of our website! Please note that in order to accomodate important bug fixes, users will have to manually update the Luminate Online plug-in for The Raiser's Edge to version 1.4.5854 and Blackbaud Web Services to version 1.4.16011.1. This update for the plug-in will need to be run on each workstation where it is already installed. This release features several key changes to ensure the integration works properly with The Raiser's Edge 7.95. more
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  • Does Electronic Gift Aid Declarations meet HMRC requirements?
    When claiming Gift Aid on donations through NetCommunity, Online Express, Blackbaud Mobile for Text Fundraising and Everyday Hero\Heroix does an Electronic Declaration meet the HMRC requirements? After discussions and a thorough investigation with the HMRC we can confirm that Electronic Declarations taken from NetCommunity, Online Express, ... more
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  • Mail Series Part 6: Incorrect Addressee/Salutation in mailing
       Now that we have all of the letters we need for each donor, we can certainly spot check for some of our details in the letters. Make sure the gift details are correct, the funds are accurate and our logo is formatted appropriately. You may notice that the addresses are correct; however, the salutation and addressee are just showing the first and last name. How come we do not see it as Mr. Hernandez or Mrs. Wendy Hernandez? more
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  • Mail Series Part 5: Missing Letters
       What do I do when letters are missing for specific donors? I just ran my mailing and there are missing letters. What happened?    There are a few things that need to be in place in order for letters to be generated for donors. A helpful tip is to make sure that the gift we know should be acknowledged is opened, marked Not Acknowledged and available to look at while checking our parameters. more
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  • Mail Series Part 4: Mail Merge is hanging
       Does your mail merge seem to be hanging where the world just continues to spin and letters are never generated from the Raiser’s Edge? There is a common cause for this issue that we can easily check for! more
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  • Mail Series Part 3: How to edit an existing letter in the Mail Module
       Sometimes you may find a letter in the Raiser’s Edge that your organization has been using for years. It is almost perfect for your upcoming fundraiser, but may need a few small tweaks. For example, you may need to edit some of the wording for a different event or add another merge field for a specific appeal. Instead of creating a brand new letter, it may be easier just to edit the existing letter and, in turn, can save you some time! In the Raiser’s Edge, we can edit existing letters in mail merges by following a few simple steps.   more
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  • Mail Series Part 2: Creating letters in the Mail Module
    By this point in the process for the Raiser’s Edge, we have our mailing set up to include the appropriate donors and we have selected the fields we want to include in our merged letter per the first blog post of this series . more
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  • Mail Series Part 1: Setting Up Your Mailing Parameters
    Donors love to feel appreciated. One of the main ways to convey this message is through acknowledgement letters and direct mailings. It is a key part to improving and sustaining donor relations and supports an organizations success. The Raiser’s Edge has a variety of ways to send mailings. In this series,  we will go over the main ways to use the Mail Module and letters within your database as well as frequently ask questions and common obstacles. Let’s start with setting up the mail parameters…   more
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  • Raiser’s Edge: Building a Better Annual Report
    For many people, the holiday season fills our calendars with plans for family and friends! For those of us working in the nonprofit world, the holiday season also means filling our calendars with myriad year-end planning and tasks. One of the biggest tasks is your annual report. You may be wondering what you should include in your annual report. How will ... more
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  • Summertime Alumni, Parent, and Student Imports – Getting Started
    The students have graduated. Classes have ended. Parents have collected their kids. It’s summer – and the summer months for a higher education institution or independent school mean record update time to add new graduates, student updates, and new incoming students and parents in The Raiser’s Edge. If your Raiser’s Edge is ... more
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  • Year-End Cover Letters and Donor Statements
    January is possibly one of the busiest months in your office. Not because of some big event, donation push, or holiday. It’s because this is the month many of you create and send out donor statements. You are not required by law to send a statement of donations; however, most of us find that our donors request these statements and depend on them for tax purposes. more
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  • Locked out of the Raiser's Edge? Now what?
    Sometimes, coming back to work after a long weekend and attempting to log into the Raiser's Edge can take a few tries. After enough failed attempts, you may get officially locked out. You'll know for sure when you see the error message below. So now what? How do you get access to the Raiser's Edge? There are a few steps we can take. Option 1 : I have another ... more
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  • Locked out of the Raiser’s Edge? Now what?
    Sometimes, coming back to work after a long weekend and attempting to log into the Raiser's Edge can take a few tries. After enough failed attempts, you may get officially locked out. Sometimes, coming back to work after a long weekend and attempting to log into the Raiser’s Edge can take a few tries. After enough failed attempts, you may get officially locked out - See more at: http://www.blackbaudknowhow.com/?p=10969&preview=true#sthash.m4pi3wBS.dpuf more
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  • The Raiser's Edge 7.95 - Update On Website Availability
    Due to peak giving season, we are continuing to roll out 7.95 in waves for our locally installed customers. We will post a status by next Friday 12/18 right here on the 7.95 Release Blog ! Make sure to subscribe within our community to get the latest updates! Stay tuned & happy giving! more
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  • Basics of Gift Records in Raiser's Edge
    With the end of the year quickly approaching, it’s important that your organization understands how gift records are structured in Raiser’s Edge. This foundational knowledge is key to compiling accurate annual reports, donor statements, and tax receipts! Blackbaud University can help ensure your organization has the most up-to-date knowledge ... more
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  • Get set up for Year-End Giving in Online Express
    Let’s put on our thinking caps and imagine the following scenario: Hi! My name is Miranda and I want to donate to your organization. I’ll stop by your office next week. Please leave your Raiser’s Edge up on a computer so I can enter my information. I’ll add myself as a new constituent, process my credit card, and commit the gift batch that I entered to your ... more
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  • Updating To The Raiser's Edge 7.95 From 7.93 Or Below
    All of our hosted customers have been updated to the Raiser's Edge 7.95! Pending client feedback, we are planning to release 7.95 as a download on Blackbaud.com within the coming weeks. With that being said, what can customers look forward to when upgrading to 7.95 from 7.93 or below? There are plenty of exciting new features to rave about. Be sure to ... more
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  • Year-End Cover Letters and Donor Statements
    January is possibly one of the busiest months in your office. Not because of some big event, donation push, or holiday. It’s because this is the month many of you create and send out donor statements. You are not required by law to send a statement of donations; however, most of us find that our donors request these statements and depend on them for tax ... more
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  • Constituent Queries To-Go, Part 3: How to Query on Constituents who are Head of Household
    This is part 3 in the Constituent Query series.  In this post, we'll discuss querying on constituents who are Head of Household, even if they are single! Sometimes an organization will choose to consider a husband and a wife as one record, even if they each have their own Constituent record.  The records are linked as spouses to each other, but when doing a ... more
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  • Raiser’s Edge: Building a Better Annual Report
    For many people, the holiday season fills our calendars with plans for family and friends! For those of us working in the nonprofit world, the holiday season also means filling our calendars with myriad year-end planning and tasks. One of the biggest tasks is your annual report. You may be wondering what you should include in your annual report. How will ... more
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  • Updating to The Raiser's Edge 7.95
    The Raiser's Edge 7.95 is continuing to roll out in our hosted environment! If you are hosted with Blackbaud and have not yet been upgraded, you will be updating from 7.94. There are some updated features to look forward to so check out our Raiser's Edge 7.95 area in our online community for more information and to ask questions. more
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  • Constituent Queries To-Go, Part 2: How to Query on Zip Codes
    Let’s think about Zip Codes.  Back in the old days, we all had a 5 digit zip codes, but now, we have a 5 digit zip code plus an optional 4 extra digits.  This helps the Postal Service in automating the mail delivery, and allows for faster delivery and more accurate processing of mail.  Those are all good things, but it changes the way a zip code is read in ... more
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  • How to set up Security in the Raiser's Edge
    Now that we have set up our new colleagues with usernames and passwords , we now need to get the access to what they need. Security is an integral part of the Raiser's Edge. It enables you to make sure your data stays consistent and confidential, by limiting access to records and functions to only the users who need it. In the Raiser's Edge, we can create ... more
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  • Authorizing Credit Card Transactions in The Raiser's Edge
    Are you utilizing Raiser's Edge Batch to process one-time and recurring credit card transactions?  Raiser's Edge Batch has the functionality to connect to your payment processor with or without the EFT module.  Once you have configured Raiser's Edge with a compatible merchant provider, such as Blackbaud Merchant Services or any of these ... more
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  • Batch: Tips and Tricks!
    This blog is to give you some quick tips and tricks for working in the Batch screen.  There will be another blog post later on working within a Gift Batch; this post is specific to the Batch screen itself.  Batch is a great tool in The Raiser’s Edge, especially when using it for gift entry or adding new Constituent records.  It is important to remember that ... more
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  • Constituent Queries To-Go, Part 1: How to Query Constituent records based on Summary Giving and Including Soft Credits
    This will be a multi-part blog with 4 separate entries all about Constituent Queries!  Part 1 in this series will cover how to query on Constituent records based on summary giving and including soft credits. Your boss wants a list of donors who have given at least $1000 total of cash in the past fiscal year and they want soft credit included as part of that ... more
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  • 7.95 News: Do It Your Way
    We are excited to announce the launch of the Raiser’s Edge Product News Blog in the Blackbaud Community. This blog lets you control when and how you receive Raiser’s Edge news – including information about Raiser’s Edge 7.95. To get started, log into the Blackbaud Community and subscribe to the blog . And to stay in the know about all things 7.95, check out ... more
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  • Are You Ready For Raiser's Edge NXT?
    Raiser’s Edge NXT has created a lot of buzz and excitement in the nonprofit world—as it should. Raiser’s Edge NXT has some amazing features that really do make the life of a fundraiser (and other nonprofit staff members) so much easier. However, new software always creates concern for staff, especially DBAs. That is why Blackbaud University created ... more
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  • How to add a user to the Raiser's Edge
    A new user joins your organization and they need access to the Raiser's Edge? What do we need to do to get them access to the database? The first step is to log into the Raiser's Edge with a username that has Supervisor rights. Once logged in, select Admin on the Navigation bar and then click Security. In Security, you will notice that there is a center panel ... more
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  • September 2015 Release to The Raiser’s Edge® and Luminate Online™ Integration
    Version 1.4.5718 of the Luminate Online plug in for The Raiser’s Edge is releasing on September 17 th , 2015. Additionally, an update to Blackbaud Web Services will be available – the new version is 1.4.15240.1. Changes: Event viewer logging now includes more details Timeout value for records being sent from RE to LO has been increased from 30 seconds to ... more
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  • Please Update Citrix Receiver for Blackbaud Hosting Services
    Have you updated the Citrix Receiver installed on your workstation for accessing Blackbaud’s hosted environment? We recommend that all users and workstations are on the current version. Citrix includes fixes relevant to the hosted environment in each subsequent version, as well as improves performance and stability over the older versions. ... more
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  • Mailing Series Part 6: Incorrect Addressee/Salutation in Mailing
    Now that we have all of the letters we need for each donor, we can certainly spot check for some of our details in the letters. Make sure the gift details are correct, the funds are accurate and our logo is formatted appropriately. You may notice that the addresses are correct; however, the salutation and addressee are just showing the first and last name. ... more
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  • Rescheduling Pledges - Part 2
    In the first post of this series, we covered rescheduling pledges that are marked as Not Posted . In part two of our Rescheduling Pledges blog series, we are discussing pledges marked as Posted .   "How to reschedule posted pledges" is the most common question we see regarding rescheduling pledges, and it definitely can be frustrating if we do not have ... more
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  • August 2015 Release to The Raiser’s Edge® and Luminate Online™ Integration
    Version 1.4.5686 of the Luminate Online plug in for The Raiser’s Edge is releasing on August 4th, 2015. Additionally, an update to Blackbaud Web Services will be available – the new version is 1.4.15208.2. Enhancements: Calendar events now integrate between Luminate Online and Raiser’s Edge You can create cross-references for Luminate Online ... more
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  • It's happening again! Query Live Chat
    We had such a great response for today's query session, we're doing it again! We are working on a project to potentially add more Query Install Samples (pre-loaded query parameters) to Raiser’s Edge and we need your help! Join Kelsey Hilton, a Product Support Lead for Raiser’s Edge, in a live chat on Wednesday, August 5, at 4:00 p.m. EST. The goal of this ... more
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  • Are queries making you crazy?
    We are working on a project to potentially add more Query Install Samples (pre-loaded query parameters) to Raiser’s Edge and we need your help! Join Kelsey Hilton, a Product Support Lead for Raiser’s Edge, in a live chat on Thursday, July 30, at 10 a.m. EST. The goal of this live chat is threefold: Learn what types of queries you run most often Learn what ... more
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  • Summertime Alumni, Parent, and Student Imports - Getting Started
    The students have graduated. Classes have ended. Parents have collected their kids. It’s summer – and the summer months for a higher education institution or independent school mean record update time to add new graduates, student updates, and new incoming students and parents in The Raiser’s Edge. If your Raiser’s Edge is integrated with The ... more
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  • Rescheduling Pledges - Part 1
    One of the most common questions about pledges involves changing the payment schedule going forward.  This process can be frustrating because it may involve a number of variables, making every situation different: the pledge is posted, the pledge is partially paid, a pledge installment is partially paid, the amount of the original pledge needs to be ... more
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  • Field Extensions in Import
    Import is a great way to add or update many records at once to Raiser’s Edge, and Field Extensions are an important part of that process. They allow you to ensure that if the correct information ends up together on the record if you’re entering more than one of the same field. This is particularly useful with phone numbers, addresses, constituent codes, or ... more
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  • Mailing Series Part 5: Missing Letters
    What do I do when letters are missing for specific donors? I just ran my mailing and there are missing letters. What happened? There are a few things that need to be in place in order for letters to be generated for donors. A helpful tip is to make sure that the gift we know should be acknowledged is opened, marked Not Acknowledged and available to look at while ... more
    Comments
  • Mailing Series Part 4: Mail Merge is hanging
    Does your mail merge seem to be hanging where the world just continues to spin and letters are never generated from the Raiser's Edge? There is a common cause for this issue that we can easily check for! After you have clicked to generate and finish your mail merge, you will see a screen like the one pictured below: If this screen seems to be stuck,  press Alt + ... more
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  • Recurring Gifts in Raiser’s Edge
    Everyone loves their regular donors – the ones who you can expect a specific amount from once a month, or who commit to donating a specific amount at some other frequency.  These gifts are different than a promise to pay one specific amount over a period of time (a Pledge) – these are regular (and hopefully frequent) contributions that have potentially no ... more
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  • May 2015 Release to The Raiser’s Edge® and Luminate Online™ Integration
    Version 1.4.5603 of the Luminate Online plug in for The Raiser’s Edge is releasing on May 21 st , 2015. Additionally, an update to Blackbaud Web Services will be available – the new version is 1.4.15124.1. Enhancements: Team name will now be added as an attribute on gift records for which there is an associated team gift, as seen below:                     Fixes: ... more
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  • Mailing Series Part 3: How to edit an existing letter in the Mail Module
    Sometimes you may find a letter in the Raiser's Edge that your organization has been using for years. It is almost perfect for your upcoming fundraiser, but may need a few small tweaks. For example, you may need to edit some of the wording for a different event or add another merge field for a specific appeal. Instead of creating a brand new letter, it may be ... more
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  • Mailing Series Part 2: Creating letters in the Mail Module
    By this point in the process for the Raiser's Edge, we have our mailing set up to include the appropriate donors and we have selected the fields we want to include in our merged letter per the first blog post of this series. When creating a letter in the Mail Module, we use the Mail Merge Wizard. To access the wizard, open your mailing and select to Send to Word ... more
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  • Gift Aid 2015 Changes
    We’d like to update you on submitting Gift Aid online via The Raiser’s Edge. On April 6 th this year, HMRC updated the Gift Aid submission standards to a slightly updated format.  This is new format is supported in the latest version of The Raiser’s Edge.  If your Raiser’s Edge database is hosted by Blackbaud, you will already have been upgraded to the ... more
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  • Processing Credit Cards through The Raiser's Edge
    The Raiser’s Edge has the ability to connect to your merchant provider, whether that would be Blackbaud Merchant Services, IATS, Cybersource or any other supported provider you can take Credit Card payments right from a batch in The Raiser’s Edge. This becomes useful especially if you’d like to Credit Card payments through a Recurring Gift. Each ... more
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  • Trouble accessing Chat Support through the Blackbaud website?
    We have recently had a few reports recently of users being unable to access the Chat Support feature on the Blackbaud website. When users click on "Chat with Support" or "Chat with Sales" it redirects them to the chat page but no options appear for them to choose which product to chat about, and will see a screen similar to the one below: We have found that ... more
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  • April 2015 Release to The Raiser’s Edge® and Luminate Online™ Integration
    Version 1.4.5568 of the Luminate Online plug in for The Raiser’s Edge is releasing on April 16 th , 2015. Additionally, an update to Blackbaud Web Services will be available – the new version is 1.4.15086.1. Fixes: The following issues have been resolved with the version 1.4.5568 of the Luminate Online plug in and version 1.4.15086.1 of Blackbaud Web ... more
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  • Mail Series Part 1: Setting up your mailing parameters
    Donors love to feel appreciated. One of the main ways to convey this message is through acknowledgement letters and direct mailings. It is a key part to improving and sustaining donor relations and supports an organizations success. The Raiser's Edge has a variety of ways to send mailings. In this series,  we will go over the main ways to use the Mail ... more
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  • Contact Information Plug-in for Raiser’s Edge™
    We are pleased to inform you that starting next week, we will be releasing the Contact Information Plug-in to Raiser’s Edge™ hosted customers. The plug-in will be released in waves to ensure a smooth and non-disruptive deployment to our customers. This tool will help resolve data issues related to reciprocal relationship contact information on the ... more
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  • Raiser's Edge 7.94: Patch 2 Update
    Patch 2 for The Raiser’s Edge was applied in all Blackbaud-hosted environments on March 29, 2015.  It will be available on the website for customers who have downloaded The Raiser’s Edge 7.94 (non-hosted) on March 30, 2015.  A list of fixes included in this patch is available below. BB755026 - Information is missing from Batch Commit Control Report ... more
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  • March 2015 Release to The Raiser’s Edge® and Luminate Online™ Integration
    The latest update to The Raiser’s Edge and Luminate Online integration features improvements based on suggestions from you! As always, we are including several fixes to issues reported by clients as well. Version 1.4.5540 of the Luminate Online plug in for The Raiser’s Edge is releasing on March 19 th , 2015. Additionally, an update to Blackbaud Web ... more
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  • Raiser’s Edge v7.94 - Support and Resources for Known Issues
    We have posted known issues with the Raiser’s Edge v7.94 enhancement to the Blackbaud Knowledge Base:  https://www.blackbaud.com/kb/index?page=content&id=BB755308 Each issue has its own article with the latest information, including technical cause, current status and work to resolve. We will update these articles with new ... more
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  • R68 / Tax Claim Report with Regard to Split Gifts in Version 7.94
    We have identified an issue with the R68 / Tax claim Report in Raiser’s Edge version 7.94 when split gifts are included in the report. Split gifts are where The Raiser’s Edge allows for a gift to be credited to more than one Campaign, Fund or Appeal, with each split containing independent gift aid qualification rules. For example, a £20 gift can be split ... more
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  • Update on Status of Raiser’s Edge™ 7.94
    Last week, in response to the top requests of our customers, we released an enhancement to Raiser’s Edge™ 7.94. Customers have reported trouble, we believe connected to data associated with the merging of relationship contact information. This is manifesting as duplicate phone numbers and/or inactive contact information becoming active. We have ... more
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  • February 2015 Release to The Raiser’s Edge® and Luminate Online™ Integration
    The latest update to The Raiser’s Edge and Luminate Online integration features improvements based on suggestions from you! As always, we are including several fixes to issues reported by clients as well. Enhancements: Constituent Filters are now available to allow you to filter constituents with or without transactions pending in the Donations ... more
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  • The Raiser’s Edge 7.94 – Questions & Answers: Week One
    We’ve had an overwhelming influx of questions regarding The Raiser’s Edge 7.94, so we’ve tried to centralize answers for you with this blog post on the most common questions that have come in through our support and social media channels. Why were the phones ever changed? This idea has been brought up to our Product Management team for The Raiser’s Edge ... more
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  • Raiser's Edge 7.94 Day One – Common Questions on Changes to Phones/Emails
    Today, we released version 7.94 of The Raiser’s Edge, with a lot of new functionality. With this territory comes lots of questions! What happened to my emails? What is this new message I’m seeing? Below you will find a list of FAQs that we've run into with day one of The Raiser’s Edge 7.94. FAQS Why are some of my phone types hiding? With the release of 7.94, we ... more
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  • The Raiser's Edge 7.94 is here!
    The Raiser’s Edge 7.94 is finally here! Blackbaud Hosting clients will have been automatically updated with the Raiser's Edge 7.94 during the scheduled maintenance window this past weekend. For non-hosted clients, The Raiser's Edge 7.94 version will be available on the Downloads page of www.blackbaud.com today, Monday, February 9. Still want to ... more
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  • How to Use The Mark Phones Primary Plug-in in The Raiser's Edge 7.94
    The Raiser’s Edge version 7.94 is almost here! We wanted to share some information about a new plug-in that will automatically be included in the new version called the Mark Phones Primary plug-in. After the database is updated to version 7.94, users will be able to use this plug-in to mark the phone types they wish to be marked as Primary on the ... more
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  • The Raiser’s Edge™ 7.94 version delayed until February 8, 2015
    On Friday, January 23, 2015, we sent this email to our clients communicating that the Raiser’s Edge 7.94 release will be delayed until February 8, 2015. However, we have been notified that some users did not receive this communication. Our Raiser’s Edge product users received this email communication if they have subscribed to The Raiser’s Edge ... more
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  • The Raiser's Edge 7.94 Update: Relationship Contact Information
    By now, you should be aware of changes that are coming to personal contact information in the Raiser's Edge 7.94, but what about other types of contact information – what happens to contact information that’s stored on a relationship record? Let’s take a look at what happens to contact information (phone/email/etc.) in each of these examples: Contact ... more
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  • Get Prepared for The Raiser's Edge 7.94 Release!
    The Raiser’s Edge version 7.94 includes exciting updates to how phone numbers and constituent contact information is stored in The Raiser’s Edge. This version also includes changes to Pivot Reports and Dashboard functionality. What, if anything, do you need to do to prepare for this update? Keep reading for more information on the changes in this ... more
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  • January Release Sneak Peek for The Raiser’s Edge® and Luminate Online™ Integration
    The latest update to The Raiser’s Edge and Luminate Online integration features some very exciting new features that users have been waiting for! With the January releases of both a new version of the plug in and Luminate Online, users will now be able to integrate their Team Raiser events with RE:Events in The Raiser’s Edge.  As always, we’re also ... more
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  • Changes to Security Settings in The Raiser’s Edge 7.93
    In The Raiser’s Edge 7.93, you can now assign Edit Constituent ID rights to user groups. If you select the Edit Constituent ID checkbox in Security, edit rights will be enabled for the Constituent ID field for a given user. If the checkbox is not selected, the user can view the Constituent IDs, but will not be able to edit them.                                         In ... more
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  • Rename Export Headings In The Raiser’s Edge
    In The Raiser's Edge 7.93 and above, you can rename export headings to make the columns in the export easier to discern and more contextually accurate. For example, if you are exporting various fields for a mailing, you can create descriptive column headers to make them easily discernible in the Output. Let’s say you export Constituent Import ID, ... more
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  • Canadian Receipting Resources
    We wanted to pass along a quick set of additional resources for receipting in the Canadian version of The Raiser’s Edge 7. The links below include links to Blackbaud documentation on the receipting process in The Raiser’s Edge, as well as a link to the Canadian Revenue Agency website. Canadian Receipting Laws and Resources: Canadian Revenue Agency ... more
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  • How to Print a Duplicate Receipt (Canadian version)
    The printer jams, the coffee on your desk spills, you can’t quite get the paper to rip along the perforation. This sounds like a bad Monday, but it could happen any day of the week. And it can happen to your donor receipts in The Raiser's Edge. The good new is that you can easily reprint receipts in Canadian version of The Raiser’s Edge. The Reprint option ... more
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  • Reissue or Reprint a Receipt with a different Receipt Stack (Canadian version)
    Do you have the wrong receipt stack selected in The Raiser's Edge? Or even worse, no stack was selected at all? Or do you need to inactive a stack and need a reissue? There are lots of reasons you might need to select a different Receipt Stack for a particular gift.  We’ve got a video to show you how to select a new receipt stack when reprinting or reissuing a ... more
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  • How To Send EReceipts
    We recently published a post about printing receipts in The Raiser’s Edge. Today, we are going to delve into this a little further by discussing the eReceipts function. Sending eReceipts can be a cost and time saving opportunity for your organization. When we use eReceipts, it creates a PDF copy of the receipt (the portion created by the Word Merge ... more
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  • Tips for Generating Receipts in the New Year
    As we wrap up this year and welcome in the next, we are bombarded with resolutions, new beginnings, and a chance to make this year better than the last. To kick off the new year (and with tax season right around the corner), we want to help you transition into your receipt printing with ease and confidence. We have recently revamped our receipting ... more
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  • Blackbaud Holiday Support Hours (UK)
    Hello! These are the support hours for our UK clients: On Wednesday 24th December, our offices will close at 3PM GMT On Thursday 25th December, our office will be closed On Friday 26th December, our office will be closed On Thursday 1st January, our office will be closed Have a Merry Christmas and Happy New Year!   more
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  • BBMS and eTapestry (UK)
    Hello! When you signup for eTapestry you will have a 'Go Live' call with one of our eTap consultants. They go through the process with you of those critical initial steps to getting your foot in the door with your new system. One of the processes you'll go through is the creation of your Blackbaud Merchant Services account. BBMS is a payment processor which ... more
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  • Sending Messages to Imported Lists using NetCommunity
    One of the questions most frequently asked by our clients is how to use the imported email list function in NetCommunity, todays guide is going to cover this functionality with a step by step guide to walk you through this. The first step is to create a CSV file that will be used for the import; you can do this manually using a spreadsheet program like Excel or ... more
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  • Raiser’s Edge 7.94 Blog Series: Dashboards and Pivot Reports Changes
    Have you ever clicked on the Dashboards module and received the error, "Before you can use the Dashboard feature, you need to install Microsoft Office Web Components software."?  Great news!  We have updated the Dashboard technology from Office Web Components, so the installation of Office Web Components is no longer needed for Dashboards to work ... more
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  • Raiser's Edge 7.94 Blog Series: Constituent Level Contact Information
    In the next two weeks our blog series will cover more of what will be included in the Raiser’s Edge 7.94.  The Raiser’s Edge 7.94 release will include the most anticipated update to The Raiser’s Edge based on customer feedback: the move of contact information from being part of an address to just being directly on the constituent record. Since the ... more
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  • November Release Sneak Peek for The Raiser’s Edge® and Luminate Online™ Integration
    The latest update to The Raiser’s Edge® and Luminate Online™ Integration   features improvements based on suggestions from you! This update includes several bug fixes as well as a few new features, including an Auto-Updater, a feature that will automatically update your plug in to the latest version. New Features available in the November 21 st ... more
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  • Online Express and BBPS/BBMS Accounts in a Nutshell
    The one and also only payment processor that can be used with Online Express is BBMS (Blackbaud Merchant Services). It’s true love. If you already have a BBPS (Blackbaud Payment Services) and BBMS account with Blackbaud and your credentials have been configured in the Raiser’s Edge, Online Express will recognize your accounts and take you straight to ... more
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  • I’m Ready to Install Online Express! Now What?
    Well, let’s first talk about your environment. The steps for activating Online Express vary depending on your environment. If your database is hosted by Blackbaud , we will take care of running the download for you. You can just relax during this part.  Once we let you know it is completed, you will need to login as a user with supervisor rights, click on ... more
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  • Process ACH Payments through Blackbaud Merchant Services in The Raiser’s Edge
    With Patch 11, Raiser’s Edge clients can now process Automated Clearing House (ACH) payments using Blackbaud Merchant Services . ACH transactions directly debit the checking or savings accounts of your donors who bank with U.S. financial institutions. This batch-based processing network is fast, secure, and less expensive for your organization ... more
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  • Holiday Tips for Success with The Raiser’s Edge® and Luminate Online™ Integration
    It’s November! The holiday giving season will soon be upon us. With The Raiser’s Edge® and Luminate Online™ Integration, this will mean an influx of gifts coming in to be processed into your Raiser’s Edge database. With Online Giving increasing, it’s even more important to properly maintain your integration and even more advantageous to use it to full ... more
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  • Reporting in Blackbaud Merchant Services
    Last month I posted some basic information about the Blackbaud Merchant Services Web Portal, such as what it’s capable of. Today, I’m going to write about the reporting side of the BBMS Portal. The portal gives you access to many features, including a couple of reports. These reports are essential to see what transactions have come in to your account and ... more
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  • Create Personalized Mailings in The Raiser's Edge
    When I worked at non-profit, one of our main goals when sending a mailing, was to get donors and potential donors to open our solicitation letters. We had fancy envelopes, pretty letterhead, and hand signed letters.  Over time, we learned one of the most effective ways to solicit our donors was to address them personally. We found greater success when we ... more
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  • bbcon 2014 Guest Blog: The RE:Geek Module 3.0 Upgrade Session
    Sometimes, two different organizations storing similar information store it within different sections of The Raiser's Edge, and yet they are both ideal locations within the context of the organization. This is the heart of the Raiser's Edge Geek talks. Now embarking upon our third year, five "geeks" from the industry with vastly different ... more
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  • bbcon 2014 Guest Blog: Query, Exports, Reports, Oh My!
    Do you feel like Dorothy at the entrance to the enchanted forest when you try to retrieve information from The Raiser’s Edge? “Query, Export, Reports! Oh, my! Which way do I go??” I encounter a great deal of confusion from clients about where to go, when to do it and to do what the database. Many times, they become so exasperated, they simply revert to more ... more
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  • A Short Insight Into the BBMS Web Portal
    Blackbaud Merchant Services is a payment service that integrates with Blackbaud products such as The Raiser’s Edge, eTapestry and Blackbaud NetCommunity. BBMS is great and what you can do to report on the donations that it processed is…great! One of things I want to cover is the Blackbaud Merchant Services Web Portal. The web portal is the heart and ... more
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  • September 2014 Release to The Raiser’s Edge® and Luminate Online™ Integration
    The latest update to The Raiser’s Edge and Luminate Online integration features improvements based on suggestions from you! The version 1.4.5359 update resolves the incidence of “Error: Failed: Required Field Missing [Address Field]” when bulk processing constituents. For more information about this update, you can reference Knowledgebase ... more
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  • Check Out the New Knowledgebase Changes Coming Your Way!
    We invite you to read more about the new Knowledgebase changes happening here in Support. Check it out:   New Knowledgebase Changes . If you want to be in the know, make sure to   subscribe   to our Support News blog! more
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  • We Want Your Feedback! (US & Canadian Clients)
    Are you someone who is a purchasing decision maker?  Would you like to give feedback to Raiser’s Edge leadership on Raiser’s Edge future-state items? We want to hear from you! We are conducting customer focus groups, specifically for US & Canadian clients and are interested in your feedback. If you'd like to participate, please email me and we will work ... more
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  • Help! My Blackbaud Merchant Services Account Has Been Inactivated!
    Many of our UK clients will use Blackbaud Merchant Services across a variety of products ranging from The Raiser's Edge, Blackbaud NetCommunity and eTapestry. One thing you may have noticed that when signing up for Blackbaud Merchant Services or adding an additional account, you get an error when processing a donation to say that the account has been ... more
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  • August 2014 Release To The Raiser’s Edge® And Luminate Online Marketing™ Integration
    Welcome to the new home for monthly update information on The Raiser’s Edge/Luminate Online Marketing integration. A new update to the integration is available, featuring improvements based on suggestions from our users, including: Client-Reported Issues : We’ve resolved the incidence of an error causing first or last names to not be transferred ... more
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  • Help! There Are Duplicates In My Database!
    If you have upgraded to the latest version of The Raiser’s Edge you may notice that you can no longer set your duplicate criteria within configuration. However don’t dismay, The Raiser’s Edge offers a handy option called the Duplicate Constituent Management Tool within Admin that can check your database for duplicates, provide you with the potential ... more
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  • The Raiser's Edge Data Cleanup Series: Mass-Delete Bad Addresses
    About a year ago, I wrote a blog post on categorizing duplicate addresses based on my previous non-profit experience using The Raiser’s Edge. The post explained how to locate any duplicate or faulty addresses using Excel functions in exported data and re-importing them with specific address types (such as Duplicate). When completed, you have a clear ... more
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  • Learn To Use The MobilePay App From Blackbaud Merchant Services
    Have you ever purchased something at a bridal show, boat show, or my personal favorite, craft show? You know, the ones held at a community auditorium or civic center. Well, if you used a credit card, it’s possible the merchant used a credit card reader plugged into a mobile phone or tablet to process your payment. Many of the small businesses I frequent ... more
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  • Under The Bonnet In eTapestry (My Organisation)
    Hello! In this short blog I want to go over some useful but powerful areas in eTapestry that exist under 'My Organisation'. The 'My Organisation' section contains all the settings specific to your database for eTapestry, ranging from your currency option to checking the modules you have unlocked and the number of accounts you have in eTapestry. You can ... more
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  • Update To Firefox Causing Hosted Applications To Not Open
    A recent security update to Firefox has changed the way it handles third-party plug-ins, causing hosted applications not to open. A Knowledgebase solution to this issue has been released and can be found here:  BB750797 . more
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  • What To Do If An Address Is Missing From A Mailing?
    When you run a Mailing, export or merge letters in the Raiser’s Edge there are times when the address does not pull through. There are a few possible reasons why this can occur. The main reason is that this tends to occur is because the ‘send mail to this address’ box on a constituents record is not ticked or checked. In order to resolve this you must check this ... more
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  • Save Yourself Headaches: Make A Backup!
    A Blackbaud Europe customer recently encountered data corruption and without a valid up-to-date Backup file from the Blackbaud Management console all of their Data would have been lost. Occasionally there will be times in which mistakes have been made to your database or data corruption has occurred. The only way to be able to resolve this issue is to ... more
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  • AddressAccelerator Monthly Updates – A Little More Time (UK Only)
    With the release of the Quarter 3 update to AddressAccelerator for the United Kingdom, a great new feature has been brought in. The expiry date of the quarterly data is now one month after the end of the quarter giving you a one month grace period to install the updated quarterly files. We know your time is precious and scheduling AddressAccelerator ... more
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  • The Raiser's Edge Data Cleanup Series: Linking Import Data to Existing Constituents
    Hello everyone, and welcome to another installment in our Data Cleanup Series. Today we’ll discuss how to make importing in the Raiser’s Edge usable in far more circumstances. Every import into Raiser’s Edge requires some unique identification information. For example, you may need to import a new gift, address or attribute to an existing ... more
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  • Globally Delete Tax Claim Number
    There may be times when you need to remove the tax claim number from one or a group of records. To do this, even for one record, you have to use the Global Change function. Examples of when you would need to remove the tax claim number: You applied the claim number to the wrong query of records You are claiming gift aid and the claim number was applied to foreign ... more
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  • RE:Event App 2.0 Released
    THANK YOU to all those that participated in customer discovery for the RE:Event app!  Real stories and scenarios from customer involvement drove this work to make it better for you - the actual users. Based on that feedback -- the latest update to the RE:Event app for iPad makes it easier to streamline your onsite attendee management and reduce (if not ... more
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  • What To Do When A Donor Increases Or Decreases Their Direct Debit Amount
    Relates to Direct Debits in the UK and Europe Let’s say that Jo Bloggs has a direct debit setup to donate £2.50 a month. He has been paying for a year and there is a telephone campaign to ask donors to increase their donation amount and, as a result of this, Jo has agreed to increase his direct debit to £3, starting in June of this year. As this is a direct debit ... more
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  • The Raiser’s Edge® And Luminate Online Marketing™ Integration Plug-in 1.3.3 Release
    Once again, as promised, we have listened to your requests and suggestions.  I am proud to announce our greatest release to date for the RE/LO Marketing Plug-in integration ! Greatest Release to date, you say?  What makes it so special? In our new 1.3.3 release we have implemented Automatic Processing for new constituents and existing constituent ... more
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  • Boost Monthly Giving with Our New Credit Card Updater Service
    Your organization works hard to secure donations through events, pledge drives, and other email and direct mail campaigns. And it works even harder to turn these one-time contributions into recurring gifts. So when sustainer payments are declined due to outdated credit card data, your nonprofit loses much-needed revenue. And, when you have to ... more
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  • Are You Still Using Pledges to Track Legacy gifts?
    While the ‘Legacy Gift’ gift type was introduced a number of years ago there are some instances where gifts in The Raiser’s Edge are still being recorded as Pledges. As you know, a pledge is a useful way to track regular giving where you know the total amount the donor intends to pay and the time period, for example a pledge for £120 in total that will be paid at ... more
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  • Make Your Mailings Stand Out in a Crowd with RE Mail
    523 million. That’s the average number of mail pieces processed and delivered by the United States Postal Services in one day!* Even in this digital age, mail is still a huge part of a  robust communication strategy for most nonprofits. I know at my organization we used mailings as a way to keep in touch with donors, send event invitations, and tell our ... more
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  • The Raiser’s Edge® And Luminate Online Marketing™ Integration Web Seminar And Q&A Sessions
    You asked for it and we took notice!  Now you will be able to have a Q&A session with a Raiser's Edge/Luminate Online expert. "Awesome!  How does it work?" Simply watch the brief 10 minute webinar provided here http://www.youtube.com/watch?v=jzYmYVCFS8g&feature=youtu.be which explains the integration and then write down any questions ... more
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  • The Raiser's Edge Query Module & You: Support Web Seminar Sessions
    We’re excited to announce a new session for the Raiser’s Edge Support Web Seminar Series! We’ve created a new session that covers the Query module. Need to brush up on some query basics? Please join us for this informative session. We will cover the process of grouping records, query types, formats, settings, and avoiding duplicates in the query ... more
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  • New Constituent Tabs in the The Raiser’s Edge® And Luminate Online Marketing™ Integration Plug-in Version 1.1.9
    That is right, another month and another update has been released! Once upgraded to version 1.1.9 of the plug-in, you will notice that three additional tabs appear when clicking Constituent Information from the RE/LO Plug-in screen.  These new tabs will make processing constituent updates easier and more appeasing to the eye.  You will no longer ... more
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  • Gift Aid in eTapestry (UK Only)
    Greetings! Over the weekend there was an update to eTapestry that not only gave us additional features overall, but has improved the Gift Aid experience in eTap for our UK clients. For one, users can now edit the Gift Aid text that will be associated with your DIY form. Please note that you should consult with a Gift Aid expert before you make changes to ... more
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  • Support Web Seminars for The Raiser's Edge - More Satisfying Than Ever
    We’re excited to announce a new  Support Web Seminars for The Raiser's Edge  format that will better work with your schedule and help you get the most out of our sessions. Instead of attending an hour long web seminar, have only a few minutes to ask questions, and leaving the web seminar with more questions than answers, we are now pre-recording the web ... more
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  • Transferring Constituent Queries from The Raiser's Edge to Luminate Online
    When The Raiser’s Edge is integrated with Luminate Online, users can transfer constituent queries from The Raiser's Edge to Groups in Luminate using the Luminate Online Plug in for The Raiser’s Edge.  All queries must be Constituent type queries to go from The Raiser's Edge to Luminate. Notes:  This post does not pertain to The Raiser's ... more
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  • Where Are My Leading Zeros?!
    When working with a comma separated values (CSV) file for import, it can be annoying to find that, when the file is opened in Excel, the leading zeros in certain fields are missing. This can occur for fields such as dates and phone numbers and should you then proceed to import this file, then the information in Raiser’s Edge is incorrect. Below is a list of ... more
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  • Hosting Services Regional Settings for Users Outside the US
    If your database has been moved or newly installed in the Blackbaud Hosting Services environment, and your database is a non-US format, then you will need to adjust the regional settings. Detailed instructions can be found in our Knowledgebase solution, How to update Regional Settings for non-US format databases in Blackbaud Hosting Services . It is ... more
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  • The Raiser’s Edge® And Luminate Online Marketing™ Integration Update
    We are pleased to inform you of an update to The Raiser's Edge/Luminate Online Integration that was applied on Thursday, April 3rd. You've asked and we've listened! The changes reflected in this update are primarily requests and improvements suggested by RE/LO users. More information on future improvements will be coming soon. Here are the items ... more
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  • Important Notice on Backups Using Full SQL Server
    A problem has been identified with backups scheduled in the Blackbaud Management Console (BMC) when the database is attached to the Blackbaud Management Console using full SQL Server and The Raiser’s Edge version 7.93. Note:  This issue does not impact hosted customers. As you know, when The Raiser’s Edge is initially installed a pre-configured ... more
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  • SmartTPS Upgrade From 1.4.016 to 1.4.017 Deadline 29 April 2014 (UK Only)
    The Logic Group has released a new security patch for SmartTPS for Blackbaud Europe customers which includes new security certificates and must be in place on each till running SmartTPS by the end of April. After this point, the till will not be able to process transactions until the update is applied.   In order to ensure continued service please follow ... more
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  • Jack Nicholson Explains Query Duplicates
    Why are there duplicates in my query results?   We hear this question A LOT in The Raiser’s Edge Support.  It’s a confusing topic and can be hard to explain.  So, we’ve enlisted the help of Jack Nicholson... instead of thinking about a Raiser’s Edge database, let’s imagine we’re using the Internet Movie Database. For Criteria, we ask how many people in ... more
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  • Learn to Unleash the Power of Reports in The Raiser’s Edge
    Does your Raiser’s Edge database contain valuable information that’s just waiting to wow your board members and staff? Do you have a new staff member who needs to get up to speed on reporting? Need a quick update on all the reports available in The Raiser’s Edge? Our latest eLearning course covers all this and more! In the Basics of Reports in The Raiser’s ... more
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  • Blackbaud Focus on Your Feedback … Counties Are Updated in Address Accelerator! (UK Specific)
    As many of you know, Royal Mail stopped updating Counties in 1996 when Optical Character Recognition equipment was introduced and then, in 2000, the County was removed from the Postcode Address File, which is the UKAddr.PAF file used by Address Accelerator when validating addresses. At the time customers had asked that County still be populated by ... more
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  • Creating Queries From Excel Files Done Easily!
    Being a mother of two children under the age of three can be quite daunting at times. To keep me sane, I write To-Do lists. If I didn’t write down to tie my shoes, it probably wouldn’t get done! I often catch myself writing lists, scratching through items, removing or adding items constantly. It’s always changing to what I need at that moment in time and helps ... more
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  • Access Your Secure Blackbaud FTP Folder
    Every user who has a blackbaud.com profile has their own personal FTP Folder which they can access to temporarily upload files to. *Note* This is not your Blackbaud Application Hosting Files Folder The purpose of the FTP Folder is to: Allow users to upload attachments to a support case via Case Central Allow support analysts to upload files that are too ... more
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  • Export Header Improvements in The Raiser's Edge Patch 4
    When we launched The Raiser’s Edge 7.93 last fall, every new feature came from what our products team heard in  Idea Bank  and  Discovery  groups. We asked what changes and added functionality you needed in The Raiser's Edge and delivered improvements and new features based on that feedback. One of those improvements was the launch of export headers. ... more
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  • The Raiser's Edge Data Cleanup Series: Cleaning Addressees and Salutations
    Hello everyone! While working with many Raiser's Edge users, I regularly hear comments and frustrations about Addresses and Salutations. Often these relate to duplicate templates, ambiguously-defined types, and difficulty in selecting the right format for the job. Today we'll discuss how to clean up both your existing data, and work to ... more
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  • The Raiser's Edge Idea Bank - Tell Us What You Want
    Hello! Today I share with you our 'Idea Bank' (also known as 'RE Discovery'). The idea bank is a website where our users can access an area where they can voice their opinions and suggestions for the future development in The Raiser's Edge. The Raiser's Edge 7.93 features were entirely based on user feedback that we got from our discovery program. The cool ... more
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  • The Raiser’s Edge® And Luminate Online Marketing™ Integration Update Released
    Hello, I am excited to share the new product features and enhancements in the February 2014 release of The Raiser’s Edge and Luminate Online (RELO) Integration .  Last year, in July 2013, we announced the launch of the RELO Integrator, with our goal to enable multi-channel marketing and fundraising through the integration of our leading solutions. We ... more
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  • The Raiser's Edge Data Cleanup Series: Advanced Mail Merges
    Hi everyone! Today I'm here to introduce one of my favorite topics for The Raiser's Edge. And just like my post on Almighty Vlookup , sometimes the most useful features available in The Raiser's Edge come from software integrated with the program. If you've ever performed a mail merge in The Raiser's Edge, you're likely familiar with the difference ... more
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  • HMRC Gift Aid Claim with Regards to Split Gift
    We have identified a problem with the online Gift Aid submission when processing split gifts. When submitting these gifts to HMRC, the full gift is being claimed when potentially a percentage of the gift could be marked as Not Eligible for Gift Aid. The Raiser’s Edge allows for a gift to be credited to more than one Campaign, Fund or Appeal, with each split ... more
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  • Send Donors a List of Their Gifts Given Last Year
    It’s that time of year again. Do you catch yourself wishing for the snow to melt and the Polar Vortex to never return all while day dreaming of blooming flowers and birds chirping? No, not THAT time of the year! It is tax season and it is upon us in full swing! This time of year, many organizations reach out to us requesting how to send their donors a list of all ... more
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  • Upcoming Raiser's Edge Web Seminar
    Throughout January and February 2014, we will be hosting free webinars to help you better utilize The Raiser's Edge (RE). Getting Started with The Raiser’s Edge This webinar is intended for new users and new clients who are just getting started with RE. This webinar will cover how to log into the website, how to access Support resources, how to log into ... more
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  • Creating Custom Name Tags and Place Cards in The Raiser's Edge
    Many of us are finishing up our holiday and year-end events. After an event, think back to how great everything looked and how each item reflected all the work invested in preparing for the event: the table decorations, the food, the presentation, the name tags, and the place cards. Wait… your name tags and place cards didn’t look great? Well, they did ... more
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  • SEPA Direct Debits in The Raiser's Edge (UK)
    Following on from Azadi's post on SEPA back in September, I can now confirm that SEPA Direct Debit functionality is available in patch 2 of The Raiser's Edge version 7.93. The Single European Payments Area (SEPA) is a joint initiative from EU Governments, the European Commission and the European Central Bank (ECB) to to create an integrated payments ... more
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  • Managing Event Actions
    If you are like me, as the year comes to an end, your to-do list is growing larger and larger. My desk is covered in sticky notes, and I have numerous shopping lists and honey-do lists adding to the pile. Today, I want to help you manage one item on your to-do list – your event planning to-do list. When it comes to event management, there are dozens if not ... more
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  • The Mobile App for The Raiser’s Edge Update Released!
    The Mobile App for The Raiser’s Edge update was released yesterday, Oct. 22.  This update includes compatibility with Android OS 4.2, and also iPad optimization. iPad optimization is basically a customized format of the app that is specific to iPads.  In addition, please check out the Walk Through !! In order to access the iPad-optimized features, ... more
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  • Reduce Your Postal Costs
    In an effort to reduce the cost of postage you may want to consider sending certain mailings by email – for example your newsletters. Some of the mailing recipients may have already supplied their email address so you would want to identify those who receive the newsletter but have not yet provided an email address. This may be a useful point to check that ... more
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  • Helpful Raiser’s Edge Tips and Tricks
    If you’re reading this blog you’ve probably contacted Support before. Whether you’re a power-user, a new RE user or anything in between you may have found your own tips and tricks that help you use the database. Here’s a list of four Helpful Tips and Tricks within The Raiser’s Edge that you may or may not already know about! 1) Changing Colors and Columns on ... more
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  • Don’t Miss Out On The Latest Raiser’s Edge Improvements
    Do you watch the news or check the latest stories online every day? Do you check your social media newsfeed to see what is going on with your friends and peers? For most of you, the answer is undoubtedly, yes. We all know the importance of staying current and up-to-date with the new and noteworthy.  So why wouldn't you want your database to be on the most ... more
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  • SEPA Direct Debit Coming to The Raiser’s Edge (UK)
    In the second half of November 2013, Blackbaud plans to release changes to the UK version of The Raiser’s Edge to support the new European Single Euro Payments Area (SEPA) Direct Debit process. We’ve not offered banking functionality beyond the UK previously, so this is a really exciting change for us. This blog post outlines what the functionality ... more
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  • The Raiser's Edge Relationship Tree: Your Built-In Social Media Tool
    Now that you’re a pro at doubling your donations through matching gifts…wait, you didn't read my last post? Why not? Well, I think you should read it but if you don’t want to know how to easily double your donations then don’t click this link . What else helps increase your donations? Three things come to mind: Adding more donors to your database. ... more
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  • Move Data Between Hosting and Your Local Drive Without Using The Files Folder!
    We’re excited to announce we have completed our project to roll out local disk mapping to all customers in the Boston, Orange County, and Vancouver data centers!  For a quick review, including demos for both PCs and Macs, take a look at this Knowledgebase solution . Below we will review the most common uses for this functionality. Exporting: Whether ... more
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  • Online Gift Aid Submissions in The Raiser's Edge - Checking Data Integrity
    Following on from last week's post  confirming Online Gift Aid submissions can be sent using The Raiser's Edge UK version 7.92.5508 Patch 12 (and any more recent versions), I wanted to touch on some of the checks that you can do  before submitting your claim.  It is important to ensure that the data you have is accurate to prevent submission HMRC ... more
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  • The Raiser’s Edge Event App for iPad Now Available!
    Events are an important part of your community awareness and donor cultivation strategy, and a positive experience at check-in can help make the overall event for a supporter so much more enjoyable! That’s why we’re excited to announce the availability of the new The Raiser’s Edge Event App for iPad. The hassle of paper lists, congested check-in lines ... more
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  • Tips for Contacting Hosting Support
    When you have questions while working in Blackbaud Hosting Services, there are several options for reaching out to Support for assistance – our online Chat , creating a case on Case Central , or calling Customer Support at 1-800-468-8996. In this post, we will discuss the information you can have ready to provide to Hosting Support in order to ensure the ... more
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  • Online Gift Aid Submissions in The Raiser’s Edge
    Good news for our UK customers!  We have released a new patch (Patch 12) which fixes a couple of issues that were identified previous versions of The Raiser’s Edge.  Note – this patch is not located in the usual download section on the Blackbaud website, due to the impending release of 7.93 (due within 2 weeks!). For a link to the patch, as well as the install ... more
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  • Double Your Raiser's Edge Donations without Doubling Your Donor Base
    How is this possible? It’s easy. Have you ever considered that many of the companies that your donors work for will match donations made to nonprofit organizations? By encouraging your donors to seek out information about their employer’s matching gift policy or doing a little research on your own to find out where your donors (especially the ... more
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  • Easy Steps to Manually Update a Giving Score Rating in The Raiser's Edge
    Have you ever looked at an individual in your Raiser’s Edge and realized that their Giving Score rating is completely wrong? Do you have VIPs marked as Acquaintances or Long-Shots marked as a Fan? While our analytics team at Blackbaud has worked tremendously hard at correctly categorizing each individual in your database, nobody is perfect and there ... more
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  • 7 Ways to Prevent Duplicate Records in The Raiser's Edge
    How annoying are duplicate records in your database? If you answered, “They’re not that bad” either you’re kidding yourself or you are the envy of countless non-profits because you have a clean, duplicate-free database. For the rest of you who have trouble with dupes, you know that they about as painful as nails on a chalkboard. If that just sent shivers ... more
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  • The Raiser's Edge Data Cleanup Series: Deceased and Inactive Records
    Today, we will discuss tracking the status of your constituents with the Deceased and Inactive fields, as suggested by blog reader Meg M. For pretty obvious reasons, deceasing is one area you can't afford mistakes, as repeated mailings to a deceased constituent is a surefire way to alienate surviving family members. And for inactivity, you want ... more
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  • Sharing Social Media in eTapestry
    If you are a regular user of eTapestry, you may notice when you hit the dashboard screen that you see a Facebook and Twitter icon on some of the panels. Most organisations now want to utilize Social Media as it’s an open market where you can reach billions of users. If you have a Twitter account or Facebook account, then read on! eTapestry has the ability to ... more
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  • The Raiser's Edge Data Cleanup Series: Tips and Shortcuts
    Today we have a very special topic in mind for the data cleanup series: my personal tips to make your life easier and wow your coworkers. When I'm working in my database, I always aim for efficiency. The first way to removing inefficient obstacles is to set up your program in a logical, standardized, and easily-understood manner. The second is to use ... more
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  • Show Receipt Amount Rather Than Gift Amount in Donor Acknowledgement Letters
    Note: This post applies to Blackbaud Europe customers only. There are sometimes instances when you would like to show the receipt amount in The Raiser's Edge Donor Acknowledgement letters rather than the gift amount. It may be because the money received is less than the donor gave, due to agency fees for example. In this scenario you could set the gift ... more
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  • Printing Your Code Tables
    If you have access to Configuration in The Raiser’s Edge, you will most likely see ‘Tables’. This is where optional values are kept in the application. If you notice a drop-down menu, for example Attributes, it’s most likely going to come from  Tables. Tables are the place where most data gets messy for users. There can be many duplicate values for the ... more
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  • Summertime, and the Living is Easy...
    I find myself whistling this tune every time I go outside.  I think George Gershwin had it right - We all need time to regroup before the second half of the year, maybe even take it easy while the days are hot and long.  But why not invest some of your downtime in making your Fall a little easier?  More productive?  Take a Blackbaud regional training class to ... more
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  • Getting Your Addressee/Salutation IDs for Import
    If you import a lot of data in The Raiser’s Edge, you probably import Addressees and Salutations. As with most imports, some of the fields are automatically populated if you leave them blank. This is the case when people think of Addressee ID and Salutation ID. When you normally manually add an Addressee or Salutation on a Constituent record, you only ... more
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  • How to Use Google Chrome to Access Your Hosted Application
    Ever notice a Citrix installation prompt when logging into your application through Google Chrome? Some users prefer to work in multiple Internet browsers when completing their day-to-day tasks.  Google Chrome is one such browser that many use on a daily basis, however when logging into hosted applications, you may receive a prompt to install the ... more
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  • Quickly Search For Accounts Based On User Defined Field (Advanced Find)
    If you use eTapestry, you’ll know that you have three options to search for accounts on. Quick Find – The most used option to find an account in your database. Based on the name of the account. Advanced Find – This option allows the user to search for accounts based on a number of values, such as a User Defined Field. Query – Used to group up accounts in the ... more
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  • The Raiser's Edge Data Cleanup Series: Almighty Vlookup
    Hello Ladies and Gentlemen, and welcome back to our series on cleaning up data inside The Raiser's Edge. Only... sometimes this doesn't happen inside The Raiser's Edge. Having used The Raiser's Edge for a great deal of time, I've handled a number of pretty massive data cleanup tasks. But I have a confession: no matter how much I love the features inside ... more
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  • The Raiser’s Edge® And Luminate Online Marketing™ Integration – The Vision is Now Reality
    When Blackbaud and Convio joined forces in May 2012, one of our first commitments to the nonprofit industry was to make multi-channel supporter engagement a reality by integrating our lead fundraising and interactive solutions.  Today, I’m excited to announce that this vision is now a reality through the launch of The Raiser’s Edge and Luminate ... more
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  • The Giving Score Contest: Final Winners!
    Congratulations to our final winners of The Giving Score Contest and thanks to all who participated! June $100 Gift Card Winners Joann Neumann, Development Director at CASA of New Hampshire “We just updated our database with The Giving Score and are very excited to see the categorization of our constituents. We have segmented our appeals in the past ... more
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  • The Raiser's Edge Data Cleanup Series: Removing Duplicate Addresses
    When I last joined you here in our series on data cleanup in The Raiser's Edge, I showed you how to clean up the nerve center of your database in your Configuration Tables. But sometimes, the cleanup isn't quite as simple as using Table Cleanup. But first, just like last time, I want to hear from you . If there's something causing you heartache and headaches ... more
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  • The Raiser's Edge Cleanup Series: Configuring Configuration Tables
    Hi again everyone, back for the next installment in our quest to make your database the best it can be. Today we attack the nerve center of your data entry world: Configuration Tables. But before that, a request: I want to hear from you. I can idly type out whatever comes to mind during these posts, but I might be missing something big. So if there is something ... more
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  • The Top 7 Giving Score Myths: Debunked
    Quick Reminder: The Giving Score Contest for free bbcon passes ends this week! Earlier this month I got the chance to attend one of our Raiser’s Edge User Groups in Columbia, SC.  There I spoke with all different types of nonprofits to learn how our clients are using The Giving Score to drive results.  I also uncovered several misconceptions that were ... more
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  • The Raiser's Edge Cleanup Series: Utilizing Import for Clean Data
    Hello again everyone, Sean Patrick here for more tips on cleaning up the addresses in your system. In the last post , I spoke about how to use queries and global changes to standardize your addresses. However, if you are an Excel freak like I am, there is another way to take all of your address data, toss it into Excel, and tweak to your heart's desire. The ... more
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  • The Raiser's Edge Cleanup Series: Address Standardization
    Sean Patrick here again, and welcome to our first session on cleaning your data in The Raiser's Edge! In  The Raiser’s Edge Cleanup Series: Intro  post, I went into my background and philosophy, such as it is, in how to approach managing your data in The Raiser's Edge. Today, we will talk about one of the most common cleanup operations: Address ... more
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  • The Giving Score Blog Series: Issue 8
    Can you believe it’s already June? Summer is almost upon us and June is the last month to enter The Giving Score Contest to win a free pass to BBCON (which will also be here before you know it)!  Remember, to enter the contest all you have to do is run The Giving Score and email thegivingscore@blackbaud.com with a quick blurb on how you use the tool at your ... more
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  • The Raiser's Edge Cleanup Series: Intro
    Hello everyone. I'm here today to speak about how your organization can standardize and clean your Raiser’s Edge database to make the work of your entire company easier. All of the tasks mentioned in this series are discussed in several of our Online and Classroom Training offerings, be sure to check out Training Central for a full list of The Raiser's ... more
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  • Blog Contest Winner - 3 Things Every Raiser's Edge User Should Know
    What’s the most important thing about your database? The data! If your data smells a bit off going into the database (data entry), chances are it will reek on its way out (reporting). So, how do you avoid turning your Raiser’s Edge database into a garbage dump? [caption id="" align="alignright" width="178"] Keep your addresses CLEAN and reduce the ... more
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  • The Giving Score Blog Series: Issue 7
    There is still time for you to enter to win a gift card or a free registration to BBCON 2013. Just run The Giving Score and follow these instructions .  If you are looking for in-depth Giving Score training, we have 2 curriculums available through Training Central . Just search for giving score . If you are familiar with The Raiser’s Edge 7.92 and want to ... more
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  • Blackbaud Europe Customers - SmartTPS Upgrade From 1.4.015 to 1.4.016 Deadline July 2013
    Logic Group has released a new security patch for SmartTPS which includes new security certificates and must be in place on each till running SmartTPS by the beginning of July. After this point, the till will not be able to process transactions until the update is applied.   In order to ensure continued service please follow the install process below. If ... more
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  • The Giving Score Blog Series: Issue 6
    In last week’s issue , we announced the Giving Score contest.  I am thrilled to announce that we’ve held the random drawing and the April gift card winners have been selected. Here are the winners and what they have to say about the Giving Score… “We used our Giving Score to find VIPs who haven’t been getting the special attention they deserve from us.” ... more
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  • Gift Aid in The Raiser's Edge – Update
    As you may already be aware from our previous blog posts , HMRC has launched a new Gift Aid system, and we have been busy making changes to allow you to claim directly from The Raiser’s Edge. We are pleased to confirm that patch 9 for The Raiser’s Edge version 7.92 is available now and incorporates the above functionality.  If you are not already on the latest ... more
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  • Welcome To Blackbaud Europe Support Web Seminar
    Hi all, my name is Sarah. I’m part of the The Raiser’s Edge Support team and I’m running our monthly Welcome To Blackbaud Europe Support webinars. These are a great way for new customers or even existing customers to really get to grips with what Blackbaud Europe Support has to offer! I’ll take you through all of the resources available to you with your ... more
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  • The Raiser's Edge Regional Training in May
    Below is a list of The Raiser's Edge regional training available in May. If you would like to search our entire training library be sure to check out  Training Central . If there are no seats left in the class you are trying to sign up for, please add yourself to the wait list or contact Training Help to see if we can help get you a seat. Class Location Dates The ... more
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  • The Giving Score Blog Series: Issue 5
    Some of you might be missing your weekly dose of The Giving Score and wondering why you didn’t get Issue 5 last week. I apologize if you were sad when last week ended and there was no Giving Score blog, but I took some vacation to spend time with my parents during their annual visit to The Carolinas. I promise you, it was worth the wait. Keep reading to learn how ... more
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  • Avoid Dead Ends with Redirects
    Frequently it may be necessary to change the structure of your Blackbaud NetCommunity website as your design evolves to best suit your constituents’ needs – sometimes this means consolidating or replacing existing pages.  Occasionally, these orphaned pages may confuse users who navigate to them directly by means of a search engine, or through a ... more
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  • The Giving Score Blog Series: Issue 4
    In last week’s issue , I highlighted The Giving Score video tutorials, available through Training Central , and covered best practices for helping your solicitors leverage The Giving Score. I've been in San Diego at the AFP International Conference  thinking about what to discuss in this week’s blog. I talked to so many Raiser’s Edge customers this ... more
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  • The Giving Score Blog Series: Issue 3
    In last week’s issue , I provided some additional resources to step you through running and using The Giving Score, and covered our first best practice—managing your VIPs. Here are more video tutorials from Training Central to help you use The Giving Score. Direct links are provided below, but you’ll first be prompted to log in to Training Central. ... more
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  • The Giving Score Blog Series: Issue 2
    In last week’s issue , I answered some frequently asked questions about how to run The Giving Score, how much it costs, who it is available to and how to learn more. This week I’ll provide more resources to step you through running and using The Giving Score, and I’ll also provide some best practice guidance for managing your VIPs. Free Video Tutorials ... more
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  • The Raiser’s Edge Mobile App: Now with Organizations and Soft Credits
    We're very excited to announce that the latest update for The Raiser's Edge mobile app will be available tomorrow, March 27, 2013, for all Raiser’s Edge customers. As a reminder, The Raiser’s Edge mobile app is available at no additional charge for all customers—whether you host with Blackbaud or on your own servers. Functionality Overview This ... more
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  • The Raiser's Edge and Windows 8
    We are committed to using the latest technology in our products and we make every attempt to begin support for new operating systems shortly after their full release. Since there may be many changes between beta and full release versions we must allow time after the full release to run regression testing on all aspects of The Raiser’s Edge before we can ... more
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  • The Giving Score Blog Series: Issue 1
    As we near the first anniversary of The Raiser’s Edge 7.92 release, I am reflecting on the past 12 months. Many customers have shared with me personally, and through the blogs and forums, the successes they've had with these new features. I often hear that many customers aren't aware they have access to The Giving Score. I will be sharing a weekly blog ... more
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  • Automatically Renew Memberships
    Every now and then we receive calls from customers who notice that the linked memberships were not automatically being renewed when generating recurring gift payments in batch.  The most common reason is that a Membership Renewal Schedule has not been added. When adding a new gift, and linking it to a membership, it is important to also set the ... more
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  • Are You Prepared in the Event of a Forgotten Password?
    One of the many new features in Blackbaud NetCommunity 6.51 is self-service password reset; this feature replaces the previous functionality of providing reminder phrases or passwords with a custom hypertext link, allowing users to reset forgotten passwords themselves. Following an upgrade to NetCommunity Version 6.51, you will need to update ... more
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  • Get Your KnowHow On! - Deadline Extended
    Update : In response to several requests, we've extended the blog contest deadline to March 31. We know we have a large community of knowledgeable Raiser’s Edge users. Many of you share tips and best practices on our forums, and we’d like to offer you another platform for sharing your experience: The Raiser’s Edge blog on BlackbaudKnowHow.com. To get ... more
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  • FAQs - The Raiser’s Edge Mobile App on iPad
    As I’ve been talking with customers recently, I’ve had several questions about how The Raiser’s Edge mobile app works with iPads, so I thought it would be helpful to do a quick blog post on this topic. Is there a separate app for iPads? Not yet. You can use the iPhone app on your iPad by using the 2x function. How does the 2x function work? For information about ... more
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  • Constituent Information Sheet with Photos in The Raiser's Edge
    Would it be helpful to display your donor's picture on their Information Sheets?  Do you have your donor pictures located in a central area on your network?  The custom report writing team can create these reports for you and help automate the process. Contact your Account Executive or email solutions@blackbaud.com for more information.   more
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  • Upcoming Regional Trainings for The Raiser's Edge
    Here are some upcoming regional trainings for The Raiser's Edge - register today on Training Central ! Class Start Date Class End Date Class Title Class Location 02/04/2013 02/05/2013 The Raiser's Edge Essentials - Part I Charleston, SC - Blackbaud Headquarters 02/04/2013 02/05/2013 The Raiser's Edge Essentials - Part I Boston, MA 02/04/2013 ... more
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  • Answers to Your Top Raiser's Edge Questions
    When you have a questions about The Raiser's Edge, you can find the most popular questions on our FAQs page. Click a question below to view the answer in Knowledgebase and check out Start Learning for free training videos: How to import constituent name, address, and phone numbers including multiple phone numbers and email addresses (includes demo ) ... more
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  • The Raiser’s Edge® And Luminate Online Marketing™ Integration Update
    Blackbaud has been working diligently on The Raiser’s Edge-Luminate Online integration since we announced it as a Quick Win several months ago, and we are thrilled to share our progress with you. The February 2013 release of Luminate Online contains new code that will support the upcoming integration with The Raiser’s Edge . It is the first step in ... more
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  • Ringing in the New Year
    It's the beginning of a new year, and The Raiser's Edge can help you recognize the past year's top donors, analyze giving, and plan for a better year ahead. Query is a fast and easy way to group donors you would like to recognize. To find donors whose cumulative giving exceeded a specific amount in the last year, create a new constituent query and filter on ... more
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