Which field is used to track the financial purpose of the donation in Raisers Edge?
In the Appeal field, select the appeal used to ask the constituent to give the gift. With campaigns, funds, and appeals in The Raisers Edge, you can closely monitor your fundraising efforts and develop statistics to determine the financial progress of your campaigns and the cost-effectiveness of your appeals.
How do I add an appeal to Raisers Edge?
Answer: Click Records on the navigation bar. Click Campaigns, Funds or Appeals as appropriate. Click New Campaign, New Fund or New Appeal option to open a new record. Enter the appropriate information. Click Save and Close.
How do I add an action to my raisers edge?
This guide can be accessed from with The Raisers Edge by selecting Help, User Guides from the menu bar, then click Records.To add a Constituent action: Click Records, Actions. Click New Action. Fill out the appropriate information on the General and Attribute/Notes tabs. Click Save and Close.
What is a package in Raisers Edge?
Answer: Appeal packages in Raisers Edge offer the ability to track historic and statistical information for different facets of a single appeal. Packages more precisely analyze the effectiveness of appeals. For example, Year End Appeals may consist of several different mailings.
What is the purpose of the donation raisers edge?
The Raisers Edge offers several ways to help you track your donations more effectively. You can create general campaigns, funds, and appeals that you can reuse every year, you can create specific ones as necessary, or you can use a combination.
What is an appeal in Raisers Edge?
If you have The General Ledger, the fund in The Raisers Edge corresponds to the project in The General Ledger. Appeals: Appeals track the sources your organization uses to generate gifts and the expenses associated with these sources.
What is an appeal in Raisers Edge?
If you have The General Ledger, the fund in The Raisers Edge corresponds to the project in The General Ledger. Appeals: Appeals track the sources your organization uses to generate gifts and the expenses associated with these sources.
How do I create a new appeal in Raisers Edge?
For additional information, also refer to How to use campaigns, funds, and appeals.Answer: Click Records on the navigation bar. Click Campaigns, Funds or Appeals as appropriate. Click New Campaign, New Fund or New Appeal option to open a new record. Enter the appropriate information. Click Save and Close.
What is the difference between a fund appeal and a campaign?
On a very broad level, a campaign is the reason why you are asking for or collecting money, while an appeal is how you asked for that money. For example, your organization might be asking for money so you can expand certain services you provide, or go on a mission trip.
What is the difference between a fund and a campaign?
Both Funds and Campaigns are record types that can help you organise, view and report on your data. Many things can be linked to these, like two sides of the same coin. Campaigns capture where money or activity has come from, while Funds capture what money will be spent on.