Raiser's Edge Skills for Administrative Assistants

Below is a list of skill areas that all Administrative Assistants who use Raiser's Edge should be familiar with. These are in addition to the items listed on the Basic Skills page. If you find that you need to brush up on these skills, attend a training or contact REHelp@seattleu.edu to set up a consultation.

Knowing the process/best practice for:

• Getting biographical information updated on a record what you can add yourself and what should be submitted to Advancement Services for updating.

Places to check before contacting a constituent

Reading a Constituent's Gift tab:

• Knowing what the different gift types are
• Knowing what soft credits, hard credits and matching gifts are

Reading Address records:

• Identifying the preferred address
• Determining if an address is mailable
• Identifying seasonal addresses

Reading Relationship records:

• Identifying current prospect manager/interested staff assignments
• Finding current and former employment information
• Finding alumni information and student activity while enrolled at SU

Reading Action Records:

• Understanding what personalized contact has already been made

Entering Contact Reports:

• Knowing the difference between a general contact and a contact report contact

Reading the Prospect Tab:

• General, Rating and Chronology sections
• Reading Proposal records

Understanding the importance of Appeal tracking