The Raiser's Edge 7 User Guides

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Conversion & Installation  Getting Started  Records  Gift Entry  Query & Export  Reports  Mail  Batch  Administration  Configuration	Membership Scanning  NetSolutions  Dashboard  Data Health Center  Web Services  Tutorials  Integration  Canadian Guides  Asia-Pacific Guides

• Conversion Planning Guide PDF 721K February 18, 2008
  This guide helps you plan your conversion to The Raiser's Edge 7 and introduces you to critical components of the conversion process.

• Conversion Guide PDF 1.58M March 5, 2008
  This guide provides step-by-step instructions for upgrading from previous versions of The Raiser's Edge. It details steps you can take before you convert to help the conversion go smoothly and recommendations for cleaning up your database and spot checking records afterwards.

• GiftMaker Pro Pre-Conversion Planning Guide PDF 405K February 20, 2008
  This guide helps you plan your conversion from GiftMaker Pro to The Raiser's Edge 7 and introduces you to critical components of the conversion process.

• GiftMaker Pro Conversion Guide PDF 2.85M July 17, 2008
  This guides provides step-by-step instructions for converting from GiftMaker Pro to The Raiser's Edge.

• The Raiser's Edge 7 Software Request Form PDF 258K May 12, 2006
  Print and review this form to help you assess your organization's readiness to convert to The Raiser's Edge 7. When you are ready, complete and fax the form to your account manager.

• Installation Guide PDF 1.39M November 12, 2009
  This guide details how to install The Raiser's Edge 7 on your workstation or network. It includes pre-installation considerations, installation instructions, and troubleshooting information.

• The Raiser's Edge 7.91 Installation Quick Tips PDF 90K May 26, 2009
  The Quick Tips sheet gives you a brief overview of what you need and what to expect while installing The Raiser's Edge 7.91. This tip sheet is not meant to replace the detailed information in the Installation Guide.

• 7.91.50 Update Guide PDF 2.82M November 12, 2009
  This guide includes detailed information about updating network systems and standalone workstations to The Raiser's Edge 7.91.50. It also includes information about new features.

• 7.85 Update Guide PDF 3M June 30, 2008
  This guide includes detailed information about updating network systems and standalone workstations to The Raiser's Edge 7.85. It also includes information about new features.

• RE:Anywhere for Remote Access Installation Guide PDF 855K March 5, 2008
  This guide includes step-by-step instructions for installing the web-based version of The Raiser's Edge 7.

•  Payment Application Data Security Standards Implementation Guide PDF 164K May 18, 2009
  This guide includes information about how to use The Raiser's Edge to help secure your constituents' credit card information in compliance with Payment Card Industry Data Security Standards PCI DSS. It also provides information about steps your organization can take, in addition to using The Raiser's Edge, to comply with PCI DSS.

•  The Raiser's Edge 7 for Beginners PDF 6.34M October 3, 2008
  This guide provides a lighthearted, informal introduction to The Raiser’s Edge. It provides the basic information you need to learn how to navigate and use the program. Use this book to become familiar with The Raiser’s Edge before moving on to more specific tasks.

• Which Guides Should I Read PDF 273K May 11, 2009
  Many user guides accompany The Raiser’s Edge. This guide helps you decide which user guides to read, based on your job requirements, necessary tasks, and areas of The Raiser’s Edge used most often.

• Program Basics Guide PDF 2.82M February 12, 2008
  This guide includes information on basic navigation and procedures and how to set individual user options. It also provides information to assist you in setting up a policies and procedures manual for your organization.

• The Raiser's Edge 7 Getting Started Checklist PDF 198K July 15, 2010
  Use this checklist to get started on The Raiser's Edge 7 after you convert from version 6 or another software, or if you are a brand new user.

• Database Administration Guide PDF 2.63M January 30, 2008
  This guide provides information about managing your database through the Blackbaud Management Console BMC.

• Keyboard Shortcut Reference Sheet PDF 23K July 25, 2007
  This document lists keyboard shortcuts you can use to accomplish common tasks and navigate within the software.

• Getting Started With Query PDF 565K June 1, 2011
  Check out this quick tutorial to get started with Query in The Raiser's Edge!

• Regular Supporters Implementation Guide PDF 1.19M October 9, 2008
  This guide shows you how to manage aspects of your regular supporter programs. It directs you to the tools you need to maintain recurring gifts, accept donations electronically, keep donors committed, attract new donors, increase numbers and donation amounts, and communicate effectively to donors about where their money is going. You also learn about reports that analyze how your programs are doing, how many donors you have lost, how many have upgraded their donations, and who you should target next.

• The Raisers Edge and Microsoft Office Integration Guide PDF 3.68M April 11, 2011
  This guide contains information on integrating The Raiser's Edge with Microsoft Outlook, Word, and PivotTables. With these features, you can simplify mail merges using Word and create versatile pivot reports. You can also synchronize Raiser's Edge records with Outlook contacts, appointments, and tasks.

• MatchFinder Guide PDF 1.48M February 20, 2008
  This guide provides instructions for MatchFinder, a database that includes information about matching gift companies, including how to download the database and use the cross-reference tool to link its matching gift companies to organizations in The Raiser's Edge.

• Point of Sale Guide PDF 469K February 20, 2008
  This guide provides detailed instructions about using Blackbaud's Point of Sale, which enables you to exchange information between Microsoft's Store Operations part of Microsoft Retail Management System and The Raiser's Edge 7.

• VBA Essentials Guide PDF 1.35M February 27, 2008
  This guide provides detailed instructions on how to use VBA to customize The Raiser's Edge 7 for your organization's policies and procedures. Using VBA, a programmer can develop custom business rules, design custom screens, create website interfaces, and much more.

• API Essentials Guide PDF 1.26M February 27, 2008
  This guide provides detailed instructions on how to use API to customize programs that integrate with The Raiser's Edge.

• RE:Anywhere Tips and Helpful Information PDF 375K September 19, 2004
  This guide contains tips to help you use RE:Anywhere for Remote Access more effectively.

• Alumni Data Entry Guide PDF 514K May 12, 2009
  This guide provides step-by-step instructions for accessing, adding, and working with alumni and their relationships.

• Campaigns, Funds, and Appeals Data Entry Guide PDF 1.39M June 4, 2009
  This guide shows how to set up these records and how they interact with each other. You can create campaigns to establish your overall objectives for raising money, funds to show the specific purposes for the money you raise, and appeals as the promotions and solicitations that bring in gifts. Additionally, you can assign solicitors to campaigns and funds and establish packages to further analyze your expenditures on appeals.

• Constituent Data Entry Guide PDF 5.79M May 6, 2009
  This guide teaches you how to properly set up constituent records in your database. You learn how to manage biographical information, addresses, addressees and salutations, relationships, attributes, notes, media items, and appeals. You learn how to create a letter, set up a relationship tree, add a constituent annotation, merge constituent records, and convert an individual record to an organization and vice versa. You also learn how to set up action records, assign solicitors, and set up solicitor teams.

• Event Management Data Entry Guide PDF 4.2M May 6, 2009
  This guide helps you manage all aspects of your organization's events. You learn how to set up an event record, which encompasses the General, Prices, Expenses, Jobs, Actions, Attributes, Media, and Notes tabs of the event record. You also learn how to add participants to an event by using the Participants tab. Use this guide if you have the optional module Event Management.

• Mapping Guide PDF 522K May 29, 2009
  This guide provides instructions for Mapping, which integrates with Microsoft MapPoint and enables you to find your constituents' geographic locations.

• Membership Data Entry Guide PDF 1.72M March 6, 2008
  This guide includes detailed procedures on how to add, edit, and delete membership records. For example, you can learn how to add a gift of membership and rejoin a membership. Use this guide if you have the optional module Membership Management.

• Prospect Data Entry Guide PDF 1.04M April 6, 2010
  This guide includes detailed instructions for managing all types of prospect information — tracking gifts made by prospective donors to other organizations; financial information, such as sources of wealth, annual income, and real estate holdings of prospective donors; and how your organization can create proposals, documenting amounts solicited, amounts funded, and ratings data. Use this guide if you have the optional module Proposal Research Management.

• Tribute Data Entry Guide PDF 346K March 12, 2008
  This guide helps you use Honor/Memorial Tracking to effectively manage your honor/memorial records. It provides instructions to add and edit tributes and view gifts given as a tribute.

• Volunteers and Jobs Data Entry Guide PDF 1.53M February 12, 2008
  This guide teaches you how to track all aspects of your volunteers. You learn how to track volunteer information on the Volunteer tab of a constituent record. Information includes volunteer types and statuses, emergency contact information, volunteer qualifications, medical information, special needs and availability, checklists of tasks a volunteer must complete before starting a job, award information, and how to assign volunteers to job records in your database. You also learn how to set up job records.

• Workplace Giving Guide PDF 1.57M August 24, 2009
  This guide includes detailed information about entering United Way agencies, accounts, pledge envelopes, pledge cards, and payouts in The Raiser's Edge. It also includes information about running Workplace Giving reports and batches. Sample reports are included.

• Gift Records Guide PDF 4.46M March 31, 2011
  This guide contains information for and explanations of all procedures related to adding, editing, and deleting gift records. For example, you can learn how to reschedule a pledge and add a matching gift. In addition, you can learn about posting to General Ledger and globally writing off pledges.

• Electronic Funds Transfer EFT Guide PDF 1.4M March 4, 2011
  This guide provides instructions for automatically generating and processing direct debit and credit card transactions using an electronic funds transfer. Electronic funds transfer is a general banking system by which transactions, such as deposits or bill payments, are made electronically from a donor's bank account or credit card to your bank account.

• Event Gifts Guide PDF 691K October 9, 2008
  This guide contains information for and explanations of all procedures related to adding and editing event gift records. For example, you can learn how to link a gift record to an event as an other donation and learn how to pay an existing sponsoring pledge from a gift batch. Use this guide if you have the optional module Event Management.

• Membership Gifts Guide PDF 1.0M February 18, 2008
  This guide contains information for and explanations of all procedures related to adding and editing membership gift records. For example, you can learn how to apply a pledge payment toward an existing membership and learn how to apply a recurring gift transaction to an existing membership. Use this guide if you have the optional module Membership Management.

• Planned Gift Tracking Guide PDF 1.21M June 23, 2010
  This guide contains information on using PlannedGiftTracker to track planned gifts.

• Proposal Gifts Guide PDF 304K March 12, 2008
  This guide contains information and explanations for all procedures related to adding and editing proposal gift records. For example, you can learn how to link a gift to a proposal record for another constituent and you can learn how to break the link between a gift record and a proposal. Use this guide if you have the optional module Prospect Research Management.

• Tribute Gifts Guide PDF 314K March 12, 2008
  This guide contains information and explanations for all procedures related to adding and editing tribute gift records. For example, you can learn how to add a tribute gift in a gift batch and edit tribute information entered on a gift record. Use this guide if you have the optional module Honor/Memorial Tracking.

• Query and Export Guide PDF 3.62M April 29, 2009
  This guide contains information on extracting information from The Raiser's Edge 7 and exporting data to other software programs.

• Getting Started With Query PDF 565K June 1, 2011
  Check out this quick tutorial to get started with Query in The Raiser's Edge!

• Reports Guide PDF 4.77M November 10, 2009
  This guide includes detailed descriptions of each report, procedures for running reports, detailed explanations of the parameter tabs and each item on them, and tutorials.

• Sample Reports Guide PDF 3.42M March 28, 2008
  This guide includes a description of each report along with a sample and the parameter tab settings used to generate it.

• Summaries Guide PDF 2.44M February 20, 2008
  This guide provides instructions for creating summaries to track the performance of your organization's solicitors, campaigns, funds, and appeals and to view a constituent's giving history.

• Mail Guide PDF 4.66M January 27, 2011
  This guide explains how to use each tab on all mail tasks in Mail to produce effective mailings, such as receipts, reminders, appeals cards, acknowledgement letters, labels, envelopes, and even Rolodex cards and name tags. You can learn how to create and send mailings, filter records to include, select addresses, and use address attributes. It also explains how to use the optional module PostalSaver to reduce costs by appropriately sorting your mailings.

• Batch Guide PDF 4.06M March 30, 2011
  This guide contains information about adding and committing constituents, gifts, and, if you use the optional module Volunteer Management, time sheets to your database. Batch is an alternative method to adding constituents, gifts, and time sheets to your database. With Batch, you can enter and update information on constituent and gift records quickly because you do not need to open each individual gift or constituent record to add or update information.

• Batch Quick Reference PDF 33K July 25, 2007
  This guide contains information about adding and committing constituents, gifts, and, if you use Volunteer Management, time sheets to your database. With Batch, you can enter and update information on constituent and gift records quickly because you do not need to open each individual gift or constituent record to add or update information.

• Configuration and Security Guide PDF 3.78M April 13, 2011
  The Configuration chapter of this guide contains complete information on setting up tables, addressee/salutations, business rules, and the other features in Configuration. The Security chapter includes information and best practices for using the new Personal Information Security options. Additionally the chapter includes information about the new Windows Authentication group options.

• Import Guide PDF 3.21M September 25, 2009
  This guide provides how-to instructions for importing data into The Raiser's Edge 7 from various sources including other fundraising software. It can be helpful to anyone who uses the program, but it is ideally suited for the user who is familiar with The Raiser's Edge.

• Global Add, Delete, and Change Guide PDF 2.62M November 10, 2009
  This guide contains detailed information about performing global functions in The Raiser's Edge 7.

• Queue for Task Scheduling Guide PDF 3.62M March 27, 2008
  This guide includes in-depth instructions about how to set up a series of tasks to run automatically and unattended. It explains each module you can use in a queue — Admin, Batch, Mail, Export, Query, and Reports — and the different procedures you can run.

• Target Analytics Guide PDF 708K September 22, 2008
  This guide includes detailed instructions about working in the Target Analytics service. The service identifies your best charitable giving prospects. The guide includes instructions on creating and sending an export file and importing the updated prospect information back into The Raiser's Edge.

• Configuration and Security Guide PDF 3.78M April 13, 2011
  The Configuration chapter of this guide contains complete information on setting up tables, addressee/salutations, business rules, and the other features in Configuration. The Security chapter includes information and best practices for using the new Personal Information Security options. Additionally the chapter includes information about the new Windows Authentication group options.

• Custom View Guide PDF 1.73M February 19, 2008
  This guide provides steps for creating a customized view of individual and organization constituent records.

• Membership Scanning Guide PDF 1.71M February 18, 2008
  This guide provides detailed instructions for scanning barcodes to retrieve membership information from your database. You can also change membership status, such as upgrading or renewing memberships.

• NetSolutions Guide PDF 6.81M May 10, 2011
  This guide provides detailed instructions on how to set up and use this powerful tool to capture donations and manage events and appeals via the Internet.

• Dashboard Guide PDF 2.54M November 29, 2010
  This guide includes in-depth instructions on how to take a snapshot of your fundraising success at any given time. Dashboard is ideal for development directors, executives, or any user who needs to quickly access data. Because Dashboard does not require a complete working knowledge of The Raiser's Edge, it is convenient for infrequent users.

• The Data Health Center Guide PDF 1.07M May 18, 2011
  This guide includes detailed instructions about working with AddressFinder, PhoneFinder, and AddressAccelerator. The guide also shows you how to submit your data to Blackbaud for a free checkup.

• Web Services Installation and Set Up Guide PDF209K May 14, 2009
  This guide includes detailed instructions on how to install and set up WealthPoint for The Raiser's Edge. It also includes data source and match code explanations.

• Creating Custom Crystal XI Reports Tutorial PDF 2.82M February 18, 2008
  This tutorial takes you step-by-step through the basics of planning and creating a custom Crystal report in Crystal XI. It also walks you through the steps of creating two of the most common custom reports: a phone list and a gift detail report.

• Creating Custom Crystal 8.5 Reports Tutorial PDF 986KB September 6, 2005
  This tutorial takes you step-by-step through the basics of planning and creating a custom Crystal report in Crystal 8.5 using The Raiser's Edge version 7.80 or 7.81.

• Import Tutorial PDF 1.59M March 27, 2008
  This tutorial shows you how to create a gift and constituent import file, change files in a Microsoft Excel spreadsheet, and import the updated information back into The Raiser's Edge 7. You also learn how to create an import file in Excel and then import it into The Raiser's Edge.

• The Raiser's Edge and The Financial Edge: An Integrated Solution for Nonprofits PDF 1.60M October 4, 2011
  This guide provides information about integrating The Financial Edge with The Raiser's Edge 7. It includes procedures for configuring the systems for posting and running the Accountability Summary.

• The Raiser's Edge and The Education Edge Integration Planning Guide PDF 1.01M January 30, 2008
  This guide includes a checklist to walk you through the integration between The Raiser's Edge and The Education Edge.

• The Raiser's Edge and The Education Edge Integration Guide PDF 1.91M January 30, 2008
  Refer to this guide for detailed information about establishing security, setting matching criteria, linking records, synchronizing data, and printing reports.

• The Raiser's Edge and Blackbaud NetCommunity Integration Guide PDF 437K November 10, 2009
  This guide provides information about integrating Blackbaud NetCommunity with The Raiser's Edge. It includes detailed information about the data downloaded from Blackbaud NetCommunity and where this data appears in The Raiser's Edge.

• Blackbaud Sphere & The Raiser's Edge Integration Guide PDF 1.86M Octobber 13, 2011
  This guide provides detailed instructions about how to set up the Sphere Connector so you can synchronize information between Blackbaud Sphere and The Raiser’s Edge. With the Sphere Connector, you can export information to Blackbaud Sphere to take advantage of Sphere's online marketing tools, and import information entered in Sphere to The Raiser’s Edge to efficiently manage constituent relationships.

• The Raisers Edge and Microsoft Office Integration Guide PDF 3.68M April 11, 2011
  This guide contains information on integrating The Raiser's Edge with Microsoft Outlook, Word, and PivotTables. With these features, you can simplify mail merges using Word and create versatile pivot reports. You can also synchronize Raiser's Edge records with Outlook contacts, appointments, and tasks.

• AuctionMaestro Pro Integration Guide PDF 1.19M February 19, 2008
  This guide helps you integrate your databases in The Raiser’s Edge with your AuctionMaestro Pro 4.5 databases. It provides instructions on how you can link your constituent and gift records with your AuctionMaestro Pro people and auction transaction records to manage all aspects of your auction events.

• CounterPoint SQL Integration Guide PDF 1.0M March 11, 2008
  This guide contains information about integrating The Raiser's Edge with CounterPoint SQL. CounterPoint SQL is an inventory management and graphical product sales system. Integration enables you to download donations, download membership transactions, access ticket entry, and access reports from CounterPoint SQL in The Raiser's Edge.

• Receipting Guidelines for Canada PDF 849K February 26, 2008
  This guide shows various areas of the program and explains how to eliminate duplicate receipts. It also contains guidelines for ensuring proper receipting.

• Data Enrichment Services Guide for Canada PDF 1.85M March 31, 2008
  This guide includes information about updating and certifying addresses in your database using Address Validation.

• PostalSaver Guide for Canada PDF 1.72M March 31, 2009
  This guide provides information about qualifying for presortation discounts on mailings.

• EFT Overview Guide for Canada PDF 399K November 11, 2009
  This guide provides information about each part of the EFT process for Canada, including how to integrate IATS Ticketmaster with The Raiser's Edge.

• AddressAccelerator Guide for Australia PDF 1.61M March 31, 2008
  This guide details how to use Blackbaud's address correction service. You can update missing address information or misspellings, add and correct post codes, and standardize addresses.

• EFT Overview Guide for Australia and New Zealand PDF 509K November 11, 2009
  This guide provides information about each part of the EFT process for Australia and New Zealand.

• Receipting Guidelines for Australia and New Zealand PDF 794K February 26, 2008
  This guide outlines the processes you must perform to avoid duplicate receipting and efficiently track historic receipt printing information for your organization. It also contains information about using multiple receipt stacks.

• PostalSaver Guide for Australia PDF 780K February 26, 2008
  This guide walks you through sorting your mailings according to Australia Post standards and printing the required reports so you qualify for the greatest possible postal discounts.