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The Raiser’s Edge 7.91 is now available! Before you update, review the following important information and take time to plan, prepare, and inform all users at your organization about the changes in this version. Review Important Information about Version...
If you haven’t been able to attend one of the webinars for The Raiser's Edge 7.91, view a recording of a previous webinar. You can also download a copy of the PowerPoint presentation ; please be sure to share this with other users at your organization...
Join us for our upcoming Support Roundtable The Raiser’s Edge 7.91: What you need to know to answer all your questions about the changes in The Raiser's Edge 7.91. These hour-long sessions will include a presentation on the changes and a question...
After a long weekend I decided to write about something fun and exciting, enhancements in The Raiser’s Edge 7.91. This version, scheduled for release in late June, has several features that will help your organization and make your users smile. I’ve already...
In my last post , I discussed how to add new soft credits to existing gifts. Now, let’s look at using import to update the soft credit gift amount on gifts that already have soft credits. In addition to the fields necessary to add a new soft credit (Recipient...
In the comments section of my post on the basics of importing , Mary Ellen asked about importing soft credits. You can both add new soft credits and update existing soft credits in import. I will discuss the first option in this post. Importing new soft...
This applies to organizations that store credit card data in The Raiser’s Edge, and authorize credit card transactions by exporting or printing credit card numbers. If your organization uses IATS or ICVerify to authorize credit cards in the Batch module...
EFT, or Electronic Funds Transfer, is the banking system by which transactions, such as deposits or bill payments, are made through computer databases. The process takes place electronically and requires minimal paperwork; all or most paperwork and bookkeeping...
You asked, and we listened. With more emphasis on security these days, several password changes are being implemented to help you further secure your Raiser’s Edge database. The Raiser’s Edge 7.91, scheduled for release in late Q2, will include exciting...
“Importing is like a box of chocolates , you never know what you’re going to get”. That might not be the exact quote, but there are many types of imports, each with its’ own flavor. Some imports are complex and require more information such as linked...
My wife and I support several nonprofits throughout the year. Each time we donate we receive an acknowledgement for our donations. What we don't seem to consistently receive is an end of year statement, detailing the amount and date of the donations...
Do all of your donors receive the same level of treatment? Does the donor who gives toward the Building Fund get the same letter as the donor who gives toward the Disaster Relief Fund? I’m sure you would say no. So why should all of your donors get the...
A little over a week ago I was at the Charleston Conference speaking with clients in the Customer Support booth. (A little shout out, if you were at the conference and stopped by, it was nice meeting you and getting to know a little more about your organization...
There are some great tools in The Raiser’s Edge that will help you track regular donations and their activity (upgrades, downgrades, schedule changes, etc.). When I say regular donations, I'm talking about the Recurring Gift type in The Raiser’s Edge...
The talk of the town is the Payment Card Industry Data Security Standard (PCI DSS). For those of you who haven’t heard of PCI DSS, you’re in the right place! At its heart, PCI DSS is a set of standards developed and enforced by the credit card industry...
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