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REAL solutions for The Raiser's Edge™

Raisers Edge™

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Blackbaud, Power BI, Raisers Edge™, RE NXT ·

SKY API enabled Power BI

In my previous post I outlined how easy it is to connect your Blackbaud data via Blackbaud’s SKY API to Microsoft’s Power BI via Grant Quick’s BlackbaudSkyApi custom connector on Git Hub. I also provided a link to download a free Power BI Template file (.PBIT) Power BI template file that would convert and assemble your RE NXT received revenue data automatically.

Here’s a quick overview video of that free Power BI Template file (.PBIT) that demonstrates how it accurately reflects the same data as RE NXT (Fundraising > Reporting) and RE Database View (Reports > Financial Reports > Gift Detail & Summary Report) and provides greater functionality for investigating your data and telling your organization’s data story:

Look for another video next week that dives deeper into data transformations and building the data model for received revenue.

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Prospect Management, Raisers Edge™, RE NXT ·

Volunteer Fundraising with Raiser’s Edge NXT

Canterbury School Flame

We recently helped Canterbury School in Fort Myers, FL launch a volunteer fundraising program using their Blackbaud Raiser’s Edge NXT database.

After importing current year ask amounts as a currency attribute to get them to show on NXT work lists, setting appropriate access levels, and sending out email invitations, all it took were some simple screencasts (watch below) to get their volunteers up and running with RE NXT. I suspect Blackbaud’s long-view is giving everyone — every user, every constituent, every volunteer — a Blackbaud ID. Imagine wanting to help your favorite non-profit and all you have to do is sign-in to Blackbaud as easily as you sign-in to Google.

RE NXT seems all grown-up and ready to showcase the best of both worlds with software that provides both a modern, web-based CRM and traditional database access via Citrix.

This could very well be the beginning of how to harness the power of key volunteers, board members, and advancement committees.

No more emailing PDFs and Excel spreadsheets, ever.

I wonder how long it will be before most organizations have their volunteers logging in to RE NXT and Blackbaud builds a first-step that both thanks folks for volunteering and prompts them to get started by first making their own gift?

Check out the short screencasts below ….

Overview:

One-Time Setup:

Make a Call or Email:

Enter an Action:

Review Gift Status:

How To, Raisers Edge™ ·

How To Run Meaningful Parent Class Analysis Reports

The standard Parent Class Analysis Report in The Raiser’s Edge is fantastic. It quickly gives you statistics and donation totals for each group of parents based on their child’s class year. Unfortunately, the report is purely parent-based. When parents divorce, the report now treats each parent as a separate household for percent participation.

This is problematic because you have no way to remedy divorced parents (married parents can either have the spouse entered as a non-constituent or be soft-credited for the gift of the other parent).

To resolve this, and return the report to participation rates and funds raised based on if either / any parent of a student gave, you need to be able to exclude non-donor parents if the non-donor parent’s former spouse has given. It takes two three queries and a nested VLOOKUP formula in Excel, but here’s a screencast that shows how to remove those “extra” non-donor divorced parent households…

 

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