Diagnose Your Raiser’s Edge™ Database in 5 days!
Discover the turn-key system that gives you full visibility into what's wrong (and what's right) in your database inside our Raiser's Edge™ LIVE challenge.
- Guided Live Training with Mary Hackett, Raiser's Edge™ Expert
- Actionable tasks to complete in your database after every training
- Accountability and Daily Q+A
- Database Confidence Boost
- Replays + Resources available for up to 4 weeks
- Everyone says they can’t “trust the database”
- I’m overwhelmed with where to start in cleaning up my fundraising database
- Every time I pull a mailing list or report, it is never right and I have to manipulate the data in Excel
- Nobody signs into Raiser’s Edge™
- We’re not using all the modules we’re paying for
- I’m spending a lot of time doing work-arounds and just need to fix what’s broken
Over the last decade, I have diagnosed over 500 Raiser’s Edge™ databases and here's a secret tip: only when you know the state of your fundraising database can you make a plan to fix it. There’s a method I’ve developed to examine your database in an efficient, effective way, and I want to share it with you.
I want to help you understand how your Raiser’s Edge™ database scores against best practice, exactly what needs to be cleaned up, and how to articulate the state of the database to your leadership.
Join Our Raiser’s Edge™ Database Diagnostics LIVE Challenge
Our scorecard will look at four specific areas:
Overall Database Health: This is where we’ll examine the number of duplicate constituents, all of your coding, misspelling of funds and appeals, missing codes in your system, and much more.
Constituent Management & Tracking: In this section of the scorecard, we’ll dive deep into your coding for constituents, like addressees and salutations, how you’re tracking board members, solicitor relationships, and all other areas.
Gift Entry & Pledge Management: Here we’ll dig into your gift coding and the consistency of those codes, acknowledgements, your pledges and collection rates, and all other custom fields affiliated with the gift and pledge entry process.
Database Utilization: Databases are expensive, so let’s make sure you’re using every module you’re paying for and using it in the right way. We’ll also look to see how often and when users are using the database.
Here’s a sneak peek of what you’ll learn inside our power-packed 5-day LIVE challenge starting on March 18th 1PM ET
Day 1: We're going to diagnose your overall database health so you have full visibly into duplicate records, erroneous codes, business rules, empty records, misspelled codes, and all other overarching database-wide issues.
Day 2: Let's take a look at how you're managing and tracking your constituents! We'll dive DEEP into constituent codes, attributes, addressees and salutations, relationships, phone types, and every other element of constituent management.
Day 3: We'll turn our sights to gifts and how your managing pledges. On this day, we'll examine campaigns, funds, appeals, gift attributes, soft credits, pledge schedules, and every other field that has to do with gift entry and pledge management.
Day 4: This day is all about database utilization and if you're using all the modules you've purchased. Additionally, we'll look at if data is housed in the right field and modules. This is the final day of filling out your scorecard, so we'll then turn our sights into interpreting results.
Day 5 : We’ll teach you how to calculate your scorecard results and then present the findings to leadership. You’ll learn how to interpret the results, deliver the findings, and rally for the resources you need to clean up the database. (This is such a game-changer!)
