Raiser's Edge Skills for Development Officers
Below is a list of skill areas that all Development Officers who use Raiser's Edge should be familiar with. These are in addition to the skills 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.
Reading Gift records:
- Knowing what the different gift types are
- Knowing what soft credits and matching gifts are
Reading Relationship records including how the solicitor assignments relate to prospect management guidelines for coordinating contacts/asks.
Reading Action records and understanding how they relate to prospect tracking.
Reading Fund records.
Reading the Prospect tab:
- General, Proposal, Rating and Chronology sections
- Understanding key fields: Classification, Top 20 Status, Philanthropic Interests, Proposal records, and how they relate to the prospect coordination
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
- Requesting research done on a prospect
- Booking a new pledge with Advancement Services
- Getting a Scholarship/Fund setup
Creating Gift Summary reports for specific donors and funds.
Understanding the importance of appeal tracking.
Knowing how to create a relationship on a Constituent’s record.
Entering contact reports and general contacts.
- Knowing the difference between a general contact and a contact report contact
Using the prospect tracking system through RE to gauge and coordinate prospect activity per the PM policy including:
- Knowing which tabs to check to know which staff members need to be kept in the loop on prospect contacts and strategies
- Knowing which tabs to check to determine when and from whom to ask permission for major gift level asks
- Knowing which tabs to check to determine to whom to pass along contact reports
- Entering new proposals once prospect is qualified as a major gift prospect
- Reading and creating proposal notes: general and strategy notes
- Understanding the different stages of a proposal and how to update both the stage and stage date to reflect changes in the relationship
- Keeping proposals accurate and up to date with current data including: stage, stage date, ask amounts, ask dates, commitment amount, date funded and collaboration with Planned Giving or Corporate/Foundation Relations
- Understanding and following through on the responsibility of the Prospect Manager in keeping all relevant donor information and activities current in RE
Knowing where to find useful reports by category and type (gift detail, gift category, fund by school).