San Diego Raiser's Edge User Group Meeting

July Meeting Topics and Resources

• Data Health Best Practices (see attachment July Data Health Handout)
  • Conditional Formatting in excel to identify duplicate values
  • Printing the addressee/salutation report for review
  • Cathexis Partners Wellness of Donor Data Article
  • Data Health as the Default: The Mission to Maintain a Healthy Database
• Concerns with RE NXT Address Update service
  • • Community Discussion - NXT Address Finder experiences
• Running AddressFinder
  • Introduction To AddressFinder Video
• Best practices for entering checks with fees and report of donors (Benevity, United Way, etc.)
  • Process fees on the finance side similar to credit card fees and give full credit to donors either as hard or soft credit but be mindful that the soft credit amount can’t be greater than the hard credit amount.
  • Community Discussion - Contributions received via Benevity and other platforms
• Omatic Taking the Temperature of Your RE Database Webinar
• A hot topic that was discussed again with lots of excitement moving gifts to a different Constituent (see attached word doc for more info)
• Community Discussion - Gift Batch Preview/Role Out
• Recorded Webinar - My Favorite Feature: Gift Management in Blackbaud Raiser's Edge NXT
• Brianna at San Diego Public Library Foundation - Policies and Procedures: Tracking Planned Gifts & Policies and Procedures: Proposals
• Understanding Fundraising Analytics: A Descriptive Guide
• How Technology Misuse and Abuse Can Harm Your Nonprofit

Hi Tom,

I don't believe there is but I could be wrong. Staff from the Getty come down or call in sometimes. I believe Nancy Chancellor‍ tried to get one going up in LA but their wasn't enough interest at the time. I think we might have some new attendees coming down from the Long Beach area for the upcoming meeting too. You are more than welcome to come down or call into ours. Feel free to email me if you want to iron out details about attending/calling in or would like me to add you to the email distribution list cchouinard@rchsd.org 

Do you know if there is such a user group for Raiser's Edge in Los Angeles area?  Thanks.