Solicitor Tracking in The Raiser’s Edge

On the Hunt: How to Use Solicitor Tracking in The Raiser's Edge®

SEAN PATRICK HOLLAND

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Agenda

• Discuss the role of solicitors in The Raiser’s Edge • Link solicitors to prospects• Enter solicitor data on action and gift records• Empower solicitors with information• Track solicitor performance using reports and dashboards

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Overview

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The Role of Solicitors in The Raiser’s Edge

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Who are Solicitors?

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• People or organizations who solicit donations or support on behalf of your organization.

• Employees or volunteers.

Think About It

• Do you track solicitors in The Raiser’s Edge?

• Who are some of the people and companies that are solicitors for your organization?

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Why Track Solicitors in The Raiser’s Edge

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• Do you need to know who is bringing in donations?

• Do you need to analyze the success of your development staff?

• Do you need to know who is responsible for building a relationship with specific donors?

Link Solicitors to Prospects

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Solicitor/Donor Relationships-Goals

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From the Bio 1 tab

Solicitor/Donor Relationships-Assignments

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Demonstration

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Enter Solicitor Information on Action and Gift Records

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Solicitor Contacts with Constituents

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Mailings and Email TasksPhone Calls

Meetings

Demonstration

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Action Tracks

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Solicitors and Gifts

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For multiple solicitors, distribution can be defined by an amount or a percent.

A solicitor automatically defaults on a gift record when a:

• Donor’s solicitor has the same campaign, fund, or appeal assignment as a gift

• Donor’s solicitor has no specific campaign or fund assignment.

Demonstration

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Empower Solicitors with Information

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Empowering Solicitors with Information• List of pending actions• Directories

• Name• Addresses and phone numbers

• Profiles• Basic biographical data• Philanthropic interests• Giving history• Relationships (Giving history, interests, and biographical and

business data)• Affiliations (Business, education, philanthropic, etc.) • Hobbies

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Directories and Profiles

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Demonstration

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Monitoring Solicitor Progress

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Monitoring Solicitor Progress

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Solicitor Dashboards

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Demonstration

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Summary

• Discuss the role of solicitors in The Raiser’s Edge • Solicitors seek donations and support for an organization.

• Link solicitors to prospects• By linking solicitors to prospects, you can assign goals and know who is

responsible for building the relationship. • Enter solicitor data on actions and gifts

• By entering solicitor information on actions, you can know who is responsible for tasks.

• By entering solicitor information on gifts, you can know who is bringing in donations and who is reaching fundraising goals.

• Empower solicitors with information• You can empower your solicitors with directories and profiles.

• Track solicitor performance using reports and dashboards• You can generate reports and dashboards to analyze solicitor actions and

the amount they raise for your organization. • You can also analyze solicitor progress towards goals and compare

progress to other solicitors.

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Steps to Create Solicitor Goals

1 Open the solicitor’s constituent record.

2 If needed, select the Is a solicitor checkbox on the Bio 1 tab.

3 Click Details.

4 On the Goals tab, click New Goal.

5 Select the type of goal.

6 Use the binoculars to search for the campaign, fund, or appeal record.

7 Enter the goal details.

8 Click Save and Close.

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Steps to Create Solicitor Assignments

1 Open the solicitor’s constituent record.

2 If needed, select the Is a solicitor checkbox on the Bio 1 tab.

3 Click Details.

4 On the Assignments tab, click New Assignment.

5 Use the binoculars to search for the constituent.

6 Enter the assignment details.

7 Click Save and Close.

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Steps to Create Solicitor Dashboards

1 On the navigation bar, click Dashboards.

2 Select the dashboard page to update and click Customize or click New to create a new page.

3 Under Available Panels, select the panel you want to add.

4 Click Add.

5 Click Edit.

6 Define panel properties.

7 Click OK.

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