A to Z for the Small Fundraising Shop Wendy Smith, Sargent Solutions

Tara Morley, Sargent Solutions

Actions Definition

Notes Definition

Actions with Appeals

Actions with Events

Proactive versus Reactive

Action Types – Consider Metrics

Follow-up Actions

Actions Versus Notes

Deposit Slip

Constituent fields

F2

Global Changes

Default Row

Hide fields

Group like gifts together

Batching Tips and Tricks

Constituent Codes

Solicit Codes

Code Tables

Donor Category Report

Annual Statement Report

Consecutive Years Report

Donor Reports

Org Records

Relationship Links

Maintaining your deceased record

Estates

F3

F4

F5

F7

CTRL + L

CTRL + W

Function Keys and other shortcuts

When changing gifts utilize the Adjustments feature in RE

GL Distributions

Split Gifts

Linking to Proposals/Registrations/Tributes

Gifts

Head of Household Definition

How to Change It

Best Practice

Warnings

Head of Household

Where to put them

Date Verification

Importance of Dates

Managing your drop-down boxes

Just the Necessities

Your Favourite Fields

Our Favourite Fields Gift Increases

Gift Summary

Multiple fields of the same type

Export Formats

Killer Exports

Donor Acknowledgement Letters – Conditional

Custom Letters - Invoices

Letters

NEVER USE IT ANYWHERE

EVER

Miscellaneous

When should a spouse have their own record

Organization Contacts

Family and Friends

Non-Constituent Records

Changing Addresses the easy way

Reasons to Keep the Old Address

Old Addresses

Step 1 – Create a Query

Step 2 – Ensure you have fields in the Output Tab that you want to use in your pivot report

Step 3 – Go to Reports – Pivot Reports

Step 4 – Link Query to Pivot Report

Step 5– Generate

Step 6 – Once Generated you can add fields and columns to get the results you want

Pivot Tables

Vetting Lists

Includes and Excludes

At a Glance info

Adding Columns

Query Lists

Relationships Definition

Dates

Positions

Contact Types

Fund Relationships

Required Fields

Viewing

Relationships

Standards

Think Spouse

Don’t be Afraid

Additional Addressee/Salutation Types

Salutations and Addressees

With the Module Show Names

Without the Module Attribute – Constituent Name

Tributes

General/Home

Records

Defaults

Anonymous

File Locations

Colour

User Options

Goals can be entered for each record type

As gifts are entered, RE tracks progress towards goals

Budget planning, financial reporting, cash flow projections

Solicitor Goals

Appeal Goals

Event Goals

Valuing Your Goals

Renaming Is it being used?

What is there now?

Can this field be pulled into a query easily? How does it Export?

How will the new name fit size wise?

Hiding Address

LOT

CART

Bio 2

Birthplace

Religion

Ethnicity

Working with Fields

Campaigns

Funds

Appeals

Naming Conventions

Categories

Limits/Restrictions

Inactivate

X-Ray Your Data Structure

Year over year comparisons can be done by any of the following categories:

By donor

By appeal

By fund

By campaign

Year over Year Comparison

Gift Detail and Summary Report

Zippiest Way to Slice and Dice Data

Thank You!

Questions & Answers

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