Discovery Training Services - The Raiser's Edge Training

	Raiser's Edge® 7 Constituent and Gift Data

Raiser's Edge® 7 Constituent and Gift Data

This course provides the basics for data entry personnel or for those who taught themselves and aren’t sure of their skills. Part one covers Constituent Data including batch entry and Part two focuses on Gift Data. This is the foundation course for all other courses. A two-day class.

Part One: Constituent Data

Learn to navigate through RE 7 using the new “shell”, the Raiser's Edge Bar and Pages
Enter new individual constituents and new organizations
Learn to track relationships for both individual and business constituents
Discover how to set up matching gift companies
Learn about address options that will keep your mailings effective
Discover how attributes can add valuable information about your constituents
Learn to use actions to track your organization’s contacts with constituents

Part Two: Gift Data

Learn the details of entering gift data
Understand and work with various gift types
Learn to apply Soft Credits
Discover how to enter matching gifts
Learn how to work with pledges: setting them up, applying payments, and making adjustments

Part Three: Customizing and Getting Help

Learn about the Options available to users
Discover how to customize your Home Page
Explore the support materials available from Blackbaud, Inc.

The Raiser’s Edge is a registered trademark of Blackbaud, Inc. Discovery Training Services, LLC is an independent company and not associated in any way with Blackbaud, Inc.