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We often export network connections from the Affiliations tab in Research Point to aid in relationship mapping. The excel document includes individual names from organizations that our prospect served on (confirmed boards and foundations). We notice that the Lookup Field in the export file is not always populated even…
What is the best possible way to understand this platform after the fundamental training? Are there guides available like Raiser's edge to go in depth or it's better to get in touch with a consultant. I am more interested to know to how research point and raiser's edge compliment each other to support fundraising on a…
Major giving today is often about timing, not just capacity. When a donor is approaching a liquidity event—like a business sale or real estate transaction—the right conversation at the right moment can unlock a transformational gift of appreciated assets. But only if your team has the insight to act in time. Join us on…
Is there anyone who is an expert and RP & RE who would be willing to have a phone call with me to help me out with a few questions? Thanks in advance!
Data-Driven Fundraising: Transforming Major Gift Strategy at the Archdiocese of Indianapolis Join us on January 29, 1:00–2:00 PM EST for an exclusive webinar. Ray Borkman will interview Jennifer Briganti (database consultant at Prenger Solutions Group) and Jolinda Moore (Executive Director—Stewardship and Development,…
Happy Holidays! I have a client who is looking to see if anyone has the donor matching file process automated from Raiser's Edge to the WPOT/DONOR folder for Grateful Patient Solution processing. Does anyone have this set up and is willing to talk with them to discuss how this was accomplished? Thank you Blackbaud…
Hello all! Here are the details for one of our upcoming webinars: I invite you to ask questions that you'd like answered here or in the webinar; as well as to share any experiences you have relevant to the subject! I'll be inviting the speakers to join us here in the discussion both leading up to the webinar as well as for…
What are the best practices for managing reports after a screening in Research Point?
Has anyone found a way to query data from BB Merchant Services?
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