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The Raiser's
Edge ® 7 Course Offerings from Discovery Training Services
With over 17 years
of software training experience in the non-profit sector, Discovery Training
Services is an outstanding choice for instruction and consulting on The
Raiser’s Edge® software. We offer affordable pricing for non-profit's
budgets and flexible instruction to meet your organization's needs. Classes
can be held at your location or in our classroom in Wallingford, CT.
Click here to find the next scheduled class-- or email to schedule your own!
Raiser's Edge® 7 Constituent and Gift Data
Gain a solid foundation to advance to more complex features. Learn data
entry in depth and more.
This is a two-day class.
Raiser's Edge® 7 Queries
From simple to more complex, learn how to extract meaningful data from
your Raiser's Edge® database. This is a one-day class.
Raiser's Edge® 7 Reports
If you need
to create reports, this course provides a working knowledge of the many
built-in reports in Raiser's Edge® 7. This is a one-day class.
Raiser's Edge®
7 Mail
Explore the RE 7 Mail module and master the mail merging function. Learn
to produce labels, envelopes, acknowledgement letters, receipts and more.
Raiser's Edge® 7 Events
Learn to use the Events module to plan, track and coordinate all your fundraising activities.
* NEW* RE Protocol Manual and Workshop
A seminar to aid in developing a constituent and gift data entry procedure manual for your organization. This class will improve the quality of your data by providing guidance for consistent data entry, and to develop a training tool for new hires with a focus on Word templates. This class will provide a workbook, an electronic Word template and a full day to discuss ideas and to document procedures for your organization. Lunch is included!
RE Introduction - What’s In Your Database?
A one-day course that explores in depth the kinds of constituent and gift data that are captured by The Raiser’s Edge. This course is designed for those individuals whose primary need is to extract information from RE, usually in the form of queries or reports. The course gives participants a good understanding of the data that is available and where the data resides. People charged with data entry responsibility should take the two-day Constituent and Gift Data class.
RE Tribute
A 3-hour class that guides participants through the process of accurately recording gifts in honor or memory of someone. The course teaches how to acknowledge these gifts as well as how to notify the honoree or family members of the gifts. As an added bonus, the Word Merge feature in Mail is also taught as part of the class.
RE Import
A 3-hour class for people who are unfamiliar with the import feature in the Administration module of The Raiser’s Edge. Participants will learn how to import information, including constituent data and gift data, from external data sources. As an added bonus, attendees will learn some very useful Excel skills, such as "text to columns" and managing finicky zip codes with leading zeros. Participants must be familiar with constituent and gift records in RE.
RE Export
A 3-hour class that teaches how to export RE data to external programs such as Access or Excel for further manipulation. Learn to use Export as an alternative to the Mail module. A firm understanding of the constituent and gift records is essential. As an added bonus, attendees will improve their Excel skills as they learn and practice Excel sorting and filtering.
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