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Blackbaud Raiser's Edge and Raiser’s Edge NXT®
Virtual Training Courses

2021

Blackbaud Gradient

Accelerate the success of your mission through our comprehensive 12-course virtual classroom training program that brings expert-led instruction directly to your desktop.

During each course, an instructor will lead you through scenarios and provide access to a sample database where you will be able to practice techniques and data management best-practices. Whether you’re using web view or database view, these learning experiences are designed to make you or your staff more efficient and effective in Blackbaud Raiser’s Edge NXT. 

NOTE: We strongly recommend that you have a working knowledge of Raiser’s Edge basics, prior to taking these classes.

When: Every quarter throughout 2021
Where: Online and live through WebEx (Please note that these sessions won't be recorded)
Cost: AU$150 per person, per course. Once you’ve registered your interest you’ll be sent payment for the courses. (Each course is limited to 15 participants only)

Registrations close 48 hours prior to course


*SPECIAL OFFER* 
Choose any 4 courses for only $499 | 8 courses for $799 | 12 courses for $999 (prices are per person, in AUD).  

Raiser’s Edge NXT: Gift Batch & Automated Recurring Gifts

Thursday, 6 May 2021 | 12pm - 1.30pm AEST (this session is 90 minutes)

Are you excited about new gift functionality in Raiser’s Edge NXT web view, but aren’t sure where to start? Come to this class and learn how to add gifts to a batch, as well as review and approve batches. You will also learn how to add an automated recurring gift, how gifts process, and how to convert existing recurring gifts to automated recurring gifts. This course will take place in Raiser’s Edge NXT web view.

Please note: This process is different from gift entry and management in the database view. If interested in the database view process, please refer to the course below, Raiser’s Edge – Developing and Managing Recurring Gifts. 

TARGET AUDIENCE
This course is designed for users responsible for gift entry and management in Raiser’s Edge NXT web view.

LEARNING OBJECTIVES
  • Enter gift records via batch
  • Review and approve batches
  • Create automated recurring gifts
  • Understand how ongoing payments are added to the database   
The cost for this course is $150, and a maximum of 15 online registrants can attend.

Raiser’s Edge: Developing & Managing Recurring Gifts

Tuesday, 11 May 2021 | 12pm - 3pm AEST

Learn how to develop and manage recurring gifts in Raiser’s Edge database view. Solicit new recurring gifts, use appeals to ask for an increase in recurring gifts, and process recurring gift payments in batch. Amend recurring gifts, analyse the success of your recurring gift program, and acknowledge recurring gift donors. This course will take place in Raiser’s Edge NXT database view.

Please note: The process is different from that of automated recurring gifts in web view – if you are interested in that process, please refer to the Raiser’s Edge NXT Gift Batch & Automated Recurring Gifts course. 

TARGET AUDIENCE
This course is designed for users responsible for recurring gift data entry and management in the Raiser’s Edge database view.

LEARNING OBJECTIVES
  • Identify recurring gift prospects in the database
  • Enter & Process Recurring gifts in Batch
  • Manage and Amend Recurring Gifts 
  • Acknowledge & Analyse Recurring Gifts   
The cost for this course is $150, and a maximum of 15 online registrants can attend.

Raiser’s Edge: Expert Data Segmentation with Query

Thursday, 13 May 2021 | 12pm - 3pm AEST

Queries are the primary mechanism for retrieving information from your Raiser's Edge database. In this course, learn how to merge queries, group records with no common characteristics, and customise query processing. You will learn to troubleshoot unexpected query results and use parentheses to define the order in which criteria are applied.  
*Please note that this course will take place in Raiser’s Edge NXT database view. 

TARGET AUDIENCE
This course is designed for those responsible for querying information and reporting in Raiser’s Edge database view. Users with a basic understanding of queries in Raiser’s Edge will benefit from this course.

LEARNING OBJECTIVES
  • Merge two queries to create a new query
  • Group records with no common characteristics
  • Review query options to customise a query
  • Troubleshoot unexpected results
  • Use parentheses to define how criteria are applied Identify recurring gift prospects in the database 
The cost for this course is $150, and a maximum of 15 online registrants can attend.

Raiser’s Edge: Generating Exports

Tuesday, 18 May 2021 | 12pm - 3pm AEST

Once you have data in your database, how do you extract it as needed? In this course, learn how to create exports in Raiser’s Edge for a variety of needs and into an assortment of formats, including spreadsheets and Microsoft® Word. Explore the different fields included in an export, including those with multiple values and those that summarise giving data, and how to use each type. Use mail merge to generate personalised letters that encourage your donors to take their giving to the next level.  
*Please note that this course will take place in Raiser’s Edge NXT database view. 

TARGET AUDIENCE
This course is designed for those responsible for creating exports or users with a basic understanding of Query and Export in Raiser’s Edge NXT database view.

LEARNING OBJECTIVES
  • Design an export with:
    - One-to-one fields
    - One-to-many fields
    - Summary fields
  • Create a mail merge using Export
  • Use Export to generate letters directly from a record
  • Modify and reuse existing exports
The cost for this course is $150, and a maximum of 15 online registrants can attend.

Raiser’s Edge: Actionable Reporting

Thursday, 20 May 2021 | 12pm - 3pm AEST

You collect data on your constituents and gifts, but are you reporting on that data effectively? In this course, learn how to create detailed and summary giving reports and profile reports to empower your solicitors with constituent information. You also learn how to project future gifts and use statistical reports to gain a demographic view of your constituents. 
*Please note that this course will take place in Raiser’s Edge NXT database view. 

TARGET AUDIENCE
This course is designed for those responsible for creating reports and managing constituent data in Raiser’s Edge NXT database view. Users with a basic understanding of creating reports in Raiser’s Edge will benefit from this course.

LEARNING OBJECTIVES
  • Describe report organisation in Raiser’s Edge
  • Create Gift Detail and Summary reports
  • Create Pledge Status, Past Due, and Constituent Profile reports
  • Create Statistical reports 
The cost for this course is $150, and a maximum of 15 online registrants can attend.

Raiser’s Edge NXT: Overview & Data Entry

Tuesday, 1 June 2021 | 12pm - 3pm AEST

Get started using Raiser’s Edge NXT today! In this course, you will learn how to use this powerful tool to quickly add and track data about your most important assets, constituents & gifts. Learn about system navigation; how to search and add for information about constituents and gift records; and discuss best practices for data entry. 
*Please note that this course will take place in Raiser’s Edge NXT web view. 

TARGET AUDIENCE
This course is designed for all users. Users with little to no experience will benefit from this course.

LEARNING OBJECTIVES
  • Describe the benefits of Raiser’s Edge NXT 
  • Navigate within Raiser’s Edge NXT
  • Describe the basic use of the Work Centre, Marketing, and Analysis tools
  • Understand the importance of good data practices
  • Add and update constituent records
  • Add and update gift records
The cost for this course is $150, and a maximum of 15 online registrants can attend.

Raiser’s Edge NXT: Fundraising

Thursday, 3 June 2021 | 12pm - 3pm AEST

As fundraisers, you are responsible for identifying, researching, and building relationships with prospects. Let Raiser’s Edge NXT make you more efficient and effective as you move through your fundraising workflow. Through instructor-led scenarios, course discussions, and practices in the sample database, you will learn how Raiser’s Edge NXT helps with every aspect of moves management and donor development. In addition to using the Work Centre and records for moves management, you will also learn how you can view and act on analytics.
*Please note that this course will take place in Raiser’s Edge NXT web view. 

TARGET AUDIENCE
This course is designed for those responsible for fundraising and supporting tasks. Users with little to no experience with Raiser’s Edge NXT will benefit from this course.

LEARNING OBJECTIVES
  • List the common fundraising workflow steps
  • Utilise the Work Centre to identify activity and action items
  • Describe how to use Raiser’s Edge NXT records for research and relationship development
  • Analyse key organisation metrics using actionable analytics
The cost for this course is $150, and a maximum of 15 online registrants can attend.

Raiser’s Edge NXT: Lists, Dashboards, & Custom Dashboards

Tuesday, 8 June 2021 | 12pm - 3pm AEST

When it comes to your data, seeing is believing. Create lists to group records using filters or a map. Address common reporting needs with standard dashboards and share them across your organisation. If standard dashboards not showing what you need, you will also learn how to use pre-built insights to construct custom dashboards with filters for personalised reporting.
*Please note that this course will take place in Raiser’s Edge NXT web view. 

TARGET AUDIENCE
This course is designed for users responsible for data grouping and analysis.

LEARNING OBJECTIVES
  • Group and filter records using lists
  • Explore standard dashboards
  • Share dashboards with internal and external stakeholders 
  • Review custom dashboard composition
  • Identify and modify insights 
  • Create custom dashboards
The cost for this course is $150, and a maximum of 15 online registrants can attend.

Raiser’s Edge NXT: Emails & Workflows

Thursday, 10 June 2021 | 12pm - 3pm AEST

Looking to expand and track your digital communications? In this course, learn best practices for creating engaging mobile-friendly emails in Raiser’s Edge NXT. Develop strategies for targeting specific constituents. Design and send elegant emails quickly and easily.
*Please note that this course will take place in Raiser’s Edge NXT web view. 

TARGET AUDIENCE
This course is designed for users who create online communications or for administrators/communications staff who are building out processes or are interested in marketing automation.

LEARNING OBJECTIVES
  • Prepare segments and other assets before crafting email messages
  • Create email messages with the simple drag-and-drop editor
  • Review and send email messages
  • Explain email statistics
  • Explain how workflows can be used to automate processes
  • Create a plan for your workflows
  • Build and execute workflows
  • Understand how workflows add actions to constituent records
  • Analyse workflow statistics 
The cost for this course is $150, and a maximum of 15 online registrants can attend.

Raiser’s Edge NXT: Constituent Records Updates & Maintenance

Tuesday, 15 June 2021 | 12pm - 3pm AEST

Accurate constituent records don’t happen by accident. In this course, learn how to maintain constituent records and relationships using Raiser’s Edge NXT. Strengthen donor relationships with up-to-date constituent information. Track patterns and make portfolio decisions utilising Opportunities and Lists. Discuss best practices for your organisation’s policies and procedures.
*Please note that this course will take place in Raiser’s Edge NXT web view. 

TARGET AUDIENCE
This course is designed for major gift fundraisers or support staff or intermediate users.

LEARNING OBJECTIVES
  • Update constituent records
  • Organise prospect information to streamline workflow efficiencies
  • Utilise Lists and the Work Centre to identify prospect and portfolio trends
  • Document fundraiser activities with Actions 
The cost for this course is $150, and a maximum of 15 online registrants can attend.

Raiser’s Edge NXT: Database Health & Administration

Thursday, 17 June 2021 | 12pm - 1.30pm AEST (this session is 90 minutes)

Are you responsible for your Raiser’s Edge NXT database, but aren’t sure where to begin? In this course, learn how to manage user access and permissions, data health, and more in Raiser’s Edge NXT web view. You will also learn how to identify and merge duplicate records.
*Please note that this course will take place in Raiser’s Edge NXT web view. 

TARGET AUDIENCE
This course is designed for users responsible for database configuration and administration.

LEARNING OBJECTIVES
  • Create user accounts and define security rights
  • Review and merge duplicate constituent records
  • Modify system options and settings 
The cost for this course is $150, and a maximum of 15 online registrants can attend.

Raiser’s Edge NXT: Events

Tuesday, 22 June 2021 | 12pm - 1.30pm AEST (this session is 90 minutes)

Is planning your event an event in itself? In this course, learn how to streamline your event creation, registration, and check-ins with web view functionality.
*Please note that this course will take place in Raiser’s Edge NXT web view. 

TARGET AUDIENCE
This course is designed for those responsible for managing events and registering participants in Raiser’s Edge NXT. Users with a basic understanding of event management will benefit from this course.

LEARNING OBJECTIVES
  • Create events
  • Add registrants
  • Manage the event 
The cost for this course is $150, and a maximum of 10 online registrants can attend.

Raiser’s Edge NXT: Gift Batch & Automated Recurring Gifts

Thursday, 24 June 2021 | 12pm - 1.30pm AEST (this session is 90 minutes)

Are you excited about new gift functionality in Raiser’s Edge NXT web view, but aren’t sure where to start? Come to this class and learn how to add gifts to a batch, as well as review and approve batches. You will also learn how to add an automated recurring gift, how gifts process, and how to convert existing recurring gifts to automated recurring gifts. This course will take place in Raiser’s Edge NXT web view.

Please note: This process is different from gift entry and management in the database view. If interested in the database view process, please refer to the course below, Raiser’s Edge – Developing and Managing Recurring Gifts. 

TARGET AUDIENCE
This course is designed for users responsible for gift entry and management in Raiser’s Edge NXT web view.

LEARNING OBJECTIVES
  • Enter gift records via batch
  • Review and approve batches
  • Create automated recurring gifts
  • Understand how ongoing payments are added to the database   
The cost for this course is $150, and a maximum of 15 online registrants can attend.

Raiser’s Edge: Developing & Managing Recurring Gifts

Tuesday, 29 June 2021 | 12pm - 3pm AEST

Learn how to develop and manage recurring gifts in Raiser’s Edge database view. Solicit new recurring gifts, use appeals to ask for an increase in recurring gifts, and process recurring gift payments in batch. Amend recurring gifts, analyse the success of your recurring gift program, and acknowledge recurring gift donors. This course will take place in Raiser’s Edge NXT database view.

Please note: The process is different from that of automated recurring gifts in web view – if you are interested in that process, please refer to the Raiser’s Edge NXT Gift Batch & Automated Recurring Gifts course. 

TARGET AUDIENCE
This course is designed for users responsible for recurring gift data entry and management in the Raiser’s Edge database view.

LEARNING OBJECTIVES
  • Identify recurring gift prospects in the database
  • Enter & Process Recurring gifts in Batch
  • Manage and Amend Recurring Gifts 
  • Acknowledge & Analyse Recurring Gifts   
The cost for this course is $150, and a maximum of 15 online registrants can attend.

Raiser’s Edge: Expert Data Segmentation with Query

Thursday, 1 July 2021 | 12pm - 3pm AEST

Queries are the primary mechanism for retrieving information from your Raiser's Edge database. In this course, learn how to merge queries, group records with no common characteristics, and customise query processing. You will learn to troubleshoot unexpected query results and use parentheses to define the order in which criteria are applied.  
*Please note that this course will take place in Raiser’s Edge NXT database view. 

TARGET AUDIENCE
This course is designed for those responsible for querying information and reporting in Raiser’s Edge database view. Users with a basic understanding of queries in Raiser’s Edge will benefit from this course.

LEARNING OBJECTIVES
  • Merge two queries to create a new query
  • Group records with no common characteristics
  • Review query options to customise a query
  • Troubleshoot unexpected results
  • Use parentheses to define how criteria are applied Identify recurring gift prospects in the database 
The cost for this course is $150, and a maximum of 15 online registrants can attend.

Raiser’s Edge: Generating Exports

Tuesday, 6 July 2021 | 12pm - 3pm AEST

Once you have data in your database, how do you extract it as needed? In this course, learn how to create exports in Raiser’s Edge for a variety of needs and into an assortment of formats, including spreadsheets and Microsoft® Word. Explore the different fields included in an export, including those with multiple values and those that summarise giving data, and how to use each type. Use mail merge to generate personalised letters that encourage your donors to take their giving to the next level.  
*Please note that this course will take place in Raiser’s Edge NXT database view. 

TARGET AUDIENCE
This course is designed for those responsible for creating exports or users with a basic understanding of Query and Export in Raiser’s Edge NXT database view.

LEARNING OBJECTIVES
  • Design an export with:
    - One-to-one fields
    - One-to-many fields
    - Summary fields
  • Create a mail merge using Export
  • Use Export to generate letters directly from a record
  • Modify and reuse existing exports
The cost for this course is $150, and a maximum of 15 online registrants can attend.

Raiser’s Edge: Actionable Reporting

Thursday, 8 July 2021 | 12pm - 3pm AEST

You collect data on your constituents and gifts, but are you reporting on that data effectively? In this course, learn how to create detailed and summary giving reports and profile reports to empower your solicitors with constituent information. You also learn how to project future gifts and use statistical reports to gain a demographic view of your constituents. 
*Please note that this course will take place in Raiser’s Edge NXT database view. 

TARGET AUDIENCE
This course is designed for those responsible for creating reports and managing constituent data in Raiser’s Edge NXT database view. Users with a basic understanding of creating reports in Raiser’s Edge will benefit from this course.

LEARNING OBJECTIVES
  • Describe report organisation in Raiser’s Edge
  • Create Gift Detail and Summary reports
  • Create Pledge Status, Past Due, and Constituent Profile reports
  • Create Statistical reports 
The cost for this course is $150, and a maximum of 15 online registrants can attend.

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Thursday, September 17, 2020 | 2:00 p.m. ET

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Thursday, September 17, 2020 | 2:00 p.m. ET

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Thursday, September 17, 2020 | 2:00 p.m. ET

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Thursday, September 17, 2020 | 2:00 p.m. ET

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People in 164 countries are raising billions for the causes they care about. See how you can, too!


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People in 164 countries are raising billions for the causes they care about. See how you can, too!


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People in 164 countries are raising billions for the causes they care about. See how you can, too!


 
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