Sargent Solutions Inc
     
 
1-800-897-0112
info@sargentsolutions.ca
 
RAISER'S EDGE TRAINING  
   

 

Training can take place in our sample database, a test database with our data or in your live database. 

Below are some samples of classes we run but our training sessions are fully customizable to meet the needs of your organization.

We conduct training one on one or small, medium and large groups.

We can cater to skill leven and/or offer role based training.

 

Raiser’s Edge – The Basics 3 hours                               
This class is designed for the new Raiser’s Edge user regardless of position. Users will gain an understanding of:

  • Raiser’s Edge features
  • Working with records
  • Searching for records
  • The ins and outs of a constituent record

Donor Acknowledgement Letters 4 hours              
This class is designed for the user who has an understanding of the database but wants to utilize additional features.  The user will gain an understanding of: 

  • Setting up letter codes and letters
  • Set-up of customized letters
  • Using RE and Word features for further customization

Importing Basics 3 hours 
This class is designed for the user who has an understanding of the database but wants to utilize additional features.  The user will gain an understanding of: 

  • Simple Import Files
  • Import tables
  • Import layouts

 Gift Processing – Level l 4 hours

This first part of the three part series Gift Processing will help users to:

  • Set- up a batch
  • Use Batch defaults
  • Set-up Constituent fields
  • Add gifts to a batch

There is no prerequisite for this course but the user should be able to navigate through a record and have a basic understanding of the database.

 

Gift Processing – Level ll 4 hours    
This second part of the three part series Gift Processing will help users to:

  • Understanding and set-up of benefits
  • Understand the different gift types
  • Add Pledges and Recurring Gifts
  • Commit the batch
  • Run Batch Reports

This class will build on what was learned in Level l. The user should have attended Level l. 

 

Gift Processing – Level lll 4 hours
This third part of the three part series Gift Processing will help users to:  

  • Set-up and Receipt Donors
  • Set-up and run Donor acknowledgement letters
  • File for an easy audit

The user should have attended Level l and Level ll.  If you don’t have the pre-requisite we recommend you take the course on Donor Acknowledgement Letters.

If you register for all three Gift Processing Levels you will receive a reduced rate.

 

Managing Monthly Donors 3 hours 
This class is designed for the user who has a strong understanding of gift processing but wants to learn how to manage their monthly donors.  The user will gain an understanding of:

  • Setting up a recurring gift
  • Setting up a recurring batch
  • The difference between pledges and recurring gifts
  • Managing schedules and payments
  • Coding your monthly donors

This class does not deal with the EFT Module.

 

EFT Module   
Managing Pledges and Pledge Payments 4 hours 
This class is designed for the user who has a strong understanding of gift processing.  The user will gain an understanding of:

  • Setting up pledges
  • The difference between pledges and recurring gifts
  • Pledge Reporting


Part B
2 hours     

This class is designed for the user who has a strong understanding of gift processing and has completed Part A.  The user will gain an understanding of:

  • Setting up Pledge Reminders
  • Scheduling Pledges
  • Explanation of different type of Pledge Reminders
  • Running Pledge Reminders

If you register for both Part A and Park B of Managing Pledges and Pledge Payments you will receive a reduced rate.

 

Tribute Module Training 3 hours  

This class is designed for the user who has a strong understanding of gift processing.  The user will gain an understanding of:

  • Tribute Records
  • Working with Next of Kin
  • Tribute Reporting
  • Next of Kin letters
  • Using the Tribute Module in other ways

 

Development Professional Series – Level l 4 hours  

This first part of the three part series for the development professional will help users to:

  • Navigate through the Raiser’s Edge
  • Understand constituent records
  • Search for constituents
  • Understand the features within Raiser’s Edge

 

There is no prerequisite for this course and the user does not need an understanding of Raiser’s Edge.


Development Professional Series – Level ll 4 hours
This second part of the three part series for the development professional will help users to: 

  • Set-up and manage actions
  • Understand solicitors
  • Use constituent codes to your benefit
  • Understand what your gift processing department needs to know

This class will build on what was learned in Level l. The user should have attended Level l.  If Level 1 has not been attained a phone interview may be required before registration is accepted.

 

Development Professional Series – Level lll 4 hours
This third part of the three part series for the development professional will help users to: 

  • Set-up and Run Campaign, Fund and Appeal Reporting
  • Set-up and run action reports
  • Conduct simple Queries
  • Set-up Dashboard Reporting
  • Set up User Options
  • Setting up action tracks

 

This class will build on what was learned in Level l and ll. The user should have attended Level l and ll.  If prerequisites have not been attained a phone interview may be required before registration is accepted.


RE for the Administration Manager 4 hours
This class is for the manager who is making decisions surrounding the database but isn’t working with the database every day.  This class will help managers to: 

  • Understand what the database can do to enhance productivity
  • Manage business rules  (business rules make behind the scenes decisions in your database)
  • Understand Security and who should have access to what data
  • Understand what reports are available

 

There is no prerequisite for this course and the user does not need an understanding of Raiser’s Edge.


Dashboards, Reporting and User Options 3 hours
This class is designed for the user who has an understanding of the database but wants to utilize additional features.  The user will learn how to: 

  • Set-up Dashboard Reports
  • Share dashboards
  • Create favourites
  • Customize your home page
  • Set-up user options
  • Learn how to create meaningful reports

 

Integration with Microsoft Office 3 hours
This class is designed for the user who has an understanding of the database but wants to utilize additional features between Raiser’s Edge and Excel and Word.  The user will learn how to:

  • Set-up Mail Merge using exported data from RE.
  • Using Filters in Excel to analyze data from RE
  • Using formulas in Excel: concatenate; sumif; vlook-up and countif
  • Pivot Tables from Exported Data

 

 
 

Services

Data Management
Build and maintain your database, and make everyone’s job that much easier
...more 

Software Management
Unleash the true power and functionality of Raiser’s Edge, Financial Edge, Team Raiser, Luminate Online, eTapestry, Education Edge, Online Express, NetCommunity, Mobile Pay and Friends Asking Friends

Consulting
Personal, customized consulting and training services
...more

Fundraising Support
Personal support to help you build on your ability to raise more funds
...more

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Build and maintain your database, and make everyone’s job that much easier

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