CHAPTER 1TRAINING INTRODUCTION

Raiser’s Edge Software Training

General Information

Purpose of Software

Be successful in fundraising

Decrease Costs

Raise More Money

Stand Out from the Competition

Benefits of Raiser’s Edge

Relationship Cultivation

Contact Management

Diversify Fundraising Funds

Communication

Automating Processes

Data Security

General Information continued

Action Tab Relationships

How they are built Developed Cultivated Chronological

Reports Detailed information Who is doing what Keep track of all contact Keep track of all action

Reminders Timely Appropriate Staff

General Information

Action Tab Continued Information MUST be recorded about any and all:

Telephone Conversations E-mails Personal Visits Meetings Seminars Mail Contact

Next

This was a very brief introduction to what this software can do for you.

This Chapter of the training focuses on the uses of the Action Tab which the training will focus on.