The Raiser s Edge: I Didn t Know You Could Do That! Carolyn McLellan, Head of Support, Blackbaud Europe Monday 12 th October, 14:40

Transcription

1 The Raiser s Edge: I Didn t Know You Could Do That! Carolyn McLellan, Head of Support, Blackbaud Europe Monday 12 th October, 14:40

2 Session Summary The Raiser s Edge is a powerful tool and has many areas that can be used for different functions and tasks within your organisation. This session will take you through some of the more commonly forgotten about functions and give you the opportunity to share in how they could be used within your organisation. Blackbaud s Conference for Not-For-Profits London Presenter s Name Page #2

3 Agenda 1. Legacy recording 2. Create your own Help File 3. Business Rules 1. User Defined 2. Deceased rules 4. Customise your search screen 5. Organising your Queries 6. Mailmerge from Export 7. Constituent profiles 8. Creating a Query from a spreadsheet 9. User Options 1. Acknowledgements in donor currency 2. Title bars 10. International Address set up Blackbaud s Conference for Not-For-Profits London Presenter s Name Page #3

4 Legacy recording Gift Type = Legacy Gift Vehicle field enabled The Vehicle selected determines the options listed under the Legacy Gift tab Blackbaud s Conference for Not-For-Profits London Presenter s Name Page #4

5 Vehicle: Bequest A bequest is the most basic form of a legacy gift. After the death of a donor, assets transfer to the recipient at the donor s request. Other than the recipient organisation, beneficiaries do not exist for a bequest. Therefore, the Legacy Gift tab on a Bequest legacy gift record tracks legacy gift relationships only. You can use this tab to track the relationships to the gift, such as financial advisors, canvassers, or insurance agents. Blackbaud s Conference for Not-For-Profits London Presenter s Name Page #5

6 Vehicle: Retained Life Estate Through a Retained Life Estate, a donor gives a home to an organisation but has the right to live in or use the house for a specified period of years or for life. The donor can also specify a beneficiary who may use the house after the death of the donor. When the specified period ends or the last beneficiary dies, the home goes to the organisation. The Legacy Gift tab for a Retained Life Estate tracks the term, property address, beneficiaries, and legacy gift relationship information. Blackbaud s Conference for Not-For-Profits London Presenter s Name Page #6

7 Vehicle: Other Legacy Gift Your organisation may receive a legacy gift that is not one of the available legacy gift record vehicle types, such as a bargain sale (the sale of a property for an amount that is significantly lower than fair market value). When this happens, select Other Legacy Gift for the legacy gift vehicle type. The Legacy Gift tab for Other Legacy Gifts tracks the payout percent and amount, payment frequency, first payment date, beneficiaries, and legacy gift relationship information. Blackbaud s Conference for Not-For-Profits London Presenter s Name Page #7

8 Vehicle: Life Insurance The Legacy Gift tab for life insurance tracks important life insurance information such as insurance carrier, premium amount, policy number, type, and face amount. You can also track whether the constituent is the policy owner and pays the premium. If your organisation pays the premium, you can establish its payment schedule. If the constituent is the policy owner, check Constituent is the policyowner. If your organisation does not pay the premium and the constituent is responsible for paying, check Constituent pays premium. If the premium is paid for, check Premium is fully paid-up. If Constituent pays premium or Premium is fully paid-up is checked, the Schedule button, used for the premium instalment schedule, is disabled. If the constituent has already paid the premium, check Premium is fully paid-up. If your organisation is responsible for paying the premium, check this checkbox when the premium has been paid. If your organisation is responsible for paying the premium, you can establish the instalment schedule for premium payments. To do this, click Schedule. The Premium Schedule screen appears. The Premium Schedule screen is for reference purposes for premium payment dates. The Raiser s Edge does not generate payment reminders or reconcile payments. On the Premium Schedule screen, you create a premium instalment schedule. You select the frequency, payment date, and duration of the premium instalments. To automatically generate the premium instalment schedule, click Preview. To save your changes, click OK. The remaining fields on the Legacy Gift tab for a life insurance legacy gifts are data entry fields for tracking purposes. Use these fields to store details about the life insurance policy such as the insurance carrier and policy information. For security purposes, the life insurance policy number is masked and encrypted in the database. Blackbaud s Conference for Not-For-Profits London Presenter s Name Page #8

9 Life Insurance Other Legacy Gift Blackbaud s Conference for Not-For-Profits London Presenter s Name Page #9

10 Create your own Help File Pressing F1 at anywhere in The Raiser s Edge will bring up the Help file that relates to that section. You can supplement this with your own custom notes in the Help file Go to the Home page of the Help file (Found in the Options Menu) Select Topic Map and you can then add your own Custom Notes accessible anywhere in The Raiser s Edge. Blackbaud s Conference for Not-For-Profits London Presenter s Name Page #10

11 Business Rules User Defined (Config) You define the criteria for displaying a message you ve created Activated when: Opening a Constituent Adding Gifts Adding Actions Set Rule name Select Query to use Create message Blackbaud s Conference for Not-For-Profits London Presenter s Name Page #11

12 Business Rules Deceased Rules (Config) When Marking a Constituent as deceased you can trigger the database to make some updates automatically. Blackbaud s Conference for Not-For-Profits London Presenter s Name Page #12

13 Customise your Search Screen Search a group of records only Define fields to display in search results (query outputs) Blackbaud s Conference for Not-For-Profits London Presenter s Name Page #13

14 Search Screens Original/Default screen Custom screen using Query output Blackbaud s Conference for Not-For-Profits London Presenter s Name Page #14

15 Organising your Queries Queries can be grouped in folders/categories Right click on the Query name and change the Category to add the query to the group required. Or select category when saving your query. Blackbaud s Conference for Not-For-Profits London Presenter s Name Page #15

16 Mailmerge from Export Can be used to create mail merge documents when you need fields not available in Mail. Select Export Format type of Blackbaud Conditional Word Merge or Blackbaud Simple Word Merge Edit your Merge document to modify the word document Blackbaud s Conference for Not-For-Profits London Presenter s Name Page #16

17 Constituent Profiles In Reports you can create Constituent Profiles that can be used to print specific data for use as needed. Data can be printed for Groups in Reports OR select Print when in a constituent record and choose the Constituent Profile created Blackbaud s Conference for Not-For-Profits London Presenter s Name Page #17

18 Create a Query from a Spreadsheet Use if you have a spreadsheet of names or details of those already in The Raiser s Edge In Admin Select Import Update existing records Create an Output Query Blackbaud s Conference for Not-For-Profits London Presenter s Name Page #18

19 User Options 1. Acknowledgements in donor currency Send acknowledgements in currency other than sterling Tools, User Options Mail, Gift Preferences Print amounts using donor s currency Blackbaud s Conference for Not-For-Profits London Presenter s Name Page #19

20 User Options - 2. Title Bars Display additional fields in the title bar of constituent records Tools, User Options Records Individual Use addressee from Configuration Organisation Include Contact if desired Blackbaud s Conference for Not-For-Profits London Presenter s Name Page #20

21 International Address set up Address settings can be set for each country that you use You can specify the specific layout and address fields for each country Blackbaud s Conference for Not-For-Profits London Presenter s Name Page #21

22 A couple extra tips from the support team How to add the Raiser s Edge constituent search option (binoculars) to your desktop/tool bar. First, enable the quick launch section of the desktop: Right click somewhere on your taskbar, choose properties, in the resulting window, choose Show Quick Launch. Now, next to your start menu, you should have a new section for adding icons (icons can be drag + dropped into this space) To get the Raiser s Edge search option in the quick launch area: Open Raiser s Edge. Select the Home page. Look for the open constituent binoculars...(not the quick find ICON, you should have one listed in the home page favourites, if not customize your home page to add ) Drag + drop this icon to your quick launch area. Bonus: If Raiser s Edge is not open, trying to use this icon automatically launches it!! Blackbaud s Conference for Not-For-Profits London Presenter s Name Page #22

23 And finally Trilogy of query tricks. Used in combination these 3 options can help with Query: Use the specific record option This is perfect if the results of your query are 99% right, but you just need to include a few more records. You can literally hand-pick records to be included. In a constituent query it falls under Constituent Information > Specific Record...you can then hand pick a constituent using the search window. Double clicking a line in the results of a query opens that record obvious once you know! Once a record is opened in the manner above, if you keep the query open, then use the up+down arrows you should see the highlighted row of the query move up/down...as you do this the record also changes to the currently highlighted record Blackbaud s Conference for Not-For-Profits London Presenter s Name Page #23

24 Questions? Blackbaud s Conference for Not-For-Profits London Presenter s Name Page #24