e following is a list of the standard functional areas and processes Blackbaud addresses in custom policies and procedures guides and examples of premium functional areas and processes Blackbaud can address in premium policies and procedures guides. Note: A functional area is a high-level group of business processes that relate to one another (e.g., Constituent Data Management). A process is a series of steps to complete a course of action within a functional area (e.g., creating and updating constituent records). standard functional areas Constituent Data Management Standard Processes Example Premium Processes Creating and updating constituent records Creating relationships on constituent records Managing constituent records of deceased individuals Merging duplicate records Maintaining constituent records Creating constituent queries Entering a new constituent through a custom plug-in Creating a custom import to update name and address information from the patient database Creating a custom import to update member information from membership database held by the for profit entity of the organization Processing new online constituents Managing matching gift companies Managing tribute constituents Entering and managing committee relationships Generating a specific output (query, report, export, etc.) Gift Processing and Finance Standard Processes Example Premium Processes Entering gifts Managing pledges Generating acknowledgements and receipts Adjusting gifts Posting gifts to the general ledger Creating gift queries Managing recurring gifts Amending gifts Completing a custom post to the general ledger Processing online donations Managing electronic fund transfers Processing barcode scanning Entering matching gift pledges Entering matching gift pledge payments Entering event registration fees Entering tribute gifts Generating pledge reminders Generating recurring gift reminders Entering stock gift transactions Generating acknowledgements for gifts between $5K and $10K Generating a specific output (query, report, export, etc.) Functional Areas and Processes for The Raiser’s Edge ® continued on next page The Raiser's Edge ® Functional Areas and Processes for Policies and Procedures
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The following is a list of the standard functional areas and processes Blackbaud addresses in custom policies and procedures guides and examples of premium functional areas and processes Blackbaud can address in premium policies and procedures guides.
Note: A functional area is a high-level group of business processes that relate to one another (e.g., Constituent Data Management). A process is a series of steps to complete a course of action within a functional area (e.g., creating and updating constituent records).
standard functional areas
Constituent Data Management
Standard Processes Example Premium ProcessesCreating and updating constituent recordsCreating relationships on constituent recordsManaging constituent records of deceased individualsMerging duplicate recordsMaintaining constituent recordsCreating constituent queries
Entering a new constituent through a custom plug-inCreating a custom import to update name and address
information from the patient databaseCreating a custom import to update member information
from membership database held by the for profit entity of the organization
Processing new online constituents Managing matching gift companies Managing tribute constituents Entering and managing committee relationshipsGenerating a specific output (query, report, export, etc.)
Gift Processing and Finance
Standard Processes Example Premium Processes Entering giftsManaging pledgesGenerating acknowledgements and receiptsAdjusting gifts Posting gifts to the general ledgerCreating gift queries
Managing recurring giftsAmending giftsCompleting a custom post to the general ledger Processing online donationsManaging electronic fund transfers Processing barcode scanning Entering matching gift pledges Entering matching gift pledge payments Entering event registration fees Entering tribute giftsGenerating pledge remindersGenerating recurring gift reminders Entering stock gift transactions Generating acknowledgements for gifts between $5K and $10KGenerating a specific output (query, report, export, etc.)
Functional Areas and Processes for The Raiser’s Edge®
continued on next page
The Raiser's Edge®
Functional Areas and Processes for Policies and Procedures
standard functional areas
Campaigns, Funds, and Appeals
Standard Processes Example Premium ProcessesManaging campaignsManaging fundsManaging appeals and packages Linking campaigns, funds, and appeals
Managing a special campaign (addressing the specific management needs of one campaign)
Tracking scholarship fundsUsing appeals to track eventsGenerating a specific output (query, report, export, etc.)
Security and Database Administration
Standard Processes Example Premium ProcessesManaging security groupsManaging usersManaging attributes and code tablesManaging field optionsManaging lettersUpdating business rulesUsing global features
Importing data (e.g., address updates from third party vendors)Globally adding constituent appealsGenerating a specific output (query, report, export, etc.)
Event Management
Standard Processes Example Premium ProcessesCreating event records Setting up event logistics (pricing, expenses, media,
actions, and notes)Managing event invitations, name tags, place cards,
and labelsManaging participantsManaging post-event activitiesCreating participant queries
Managing online registrationsManage on-site registrationsManaging auctions (integrating AuctionMaestro Pro)Managing event volunteers (with RE:Volunteer)Managing event volunteers (with attributes, constituent codes,
and/or appeals) Set up event logistics for a specific event (addressing the specific
setup needs of one event.)Generating a specific output (query, report, export, etc.)
Volunteer Management
Standard Processes Example Premium ProcessesManaging job recordsManaging volunteer informationAssigning jobs to volunteersManaging contact with volunteers Entering time sheet batchesCreating volunteer queries
Managing volunteer constituent recordsManaging volunteer databaseManaging volunteer database securityManaging volunteer applicationsManaging online volunteer applicationsGenerating a specific output (query, report, export, etc.)
continued on next page
The Raiser's Edge®
Functional Areas and Processes for Policies and Procedures
standard functional areas
Annual Giving
Standard Processes Example Premium ProcessesManaging general appeals (including direct mail and
phonathons)Managing solicitors Soliciting renewal donations Identifying upgrade donorsManaging actions
Managing a special appeal (addressing the specific management needs of one appeal)
Outputting donor names for the annual reportTracking naming opportunitiesManaging the direct mail appeal Entering phone-a-thon pledgesGenerating a specific additional output (query, report, export,
etc.)
Major Giving and Prospect Research
Standard Processes Example Premium ProcessesManaging prospect recordsManaging prospect researchManaging solicitor relationshipsManaging cultivation plansTracking contact with prospectsManaging proposal recordsManaging actions
Managing action tracksTracking moves management Searching in The Researcher’s Edge Synchronizing Raiser’s Edge records to The Researcher’s EdgeTracking expectanciesTracking stock gift expectanciesTracking solicitor performanceGenerating a specific output (query, report, export, etc.)
Corporate and Foundation Relations
Standard Processes Example Premium ProcessesTracking proposals for corporations/foundationsManaging matching gift relationships Performing grant stewardship
Tracking naming opportunitiesTracking solicitor performance Generating a specific output (query, report, export, etc.)
Donor Relations and Stewardship
Standard Processes Example Premium ProcessesCreating courtesy acknowledgementsGenerating annual statements Stewarding endowed/named fundsTracking professorships, lectureships, and scholarships
Creating tributesAcknowledging tributesGenerating acknowledgements for gifts between $1K and $5KGenerating acknowledgements for gifts between $5K and $10KCreating acknowledges for special appealsGenerating a specific output (query, report, export, etc.)
continued on next page
The Raiser's Edge®
Functional Areas and Processes for Policies and Procedures
standard functional areas
Planned Giving
Standard Processes Example Premium ProcessesManaging planned giving appealsManaging proposals and solicitationsManaging planned gift processingManaging estate records
Tracking planned gift expectancies Importing a planned gift modelManaging planned gift events Identifying planned gift prospectsGenerating an additional output (query, report, export, etc.)
Membership Management
Standard Processes Example Premium Processes Setting up membership categoriesCreating new memberships Renewing lapsed memberships Rejoining dropped membershipsUpgrading/Downgrading membershipsDropping memberships Printing membership cardsManaging membership renewal noticesCreating membership queries
Managing online membership joins and renewalsManaging council add-on membershipsManaging membership benefitsAnalyzing membership reportingGenerating an additional output (query, report, export, etc.)
Alumni Relations
Standard Processes Example Premium ProcessesManaging alumni informationManaging alumni awards/nominationsAssigning alumni ratingsTracking contact with alumniManaging alumni memberships
Managing online alumni sign-upsManaging homecoming weekendManaging online class notesCreating an alumni directoryGenerating an additional output (query, report, export, etc.)
Reporting and System Outputs
Standard Processes Example Premium ProcessesGrouping records for mailings and reports (i.e.,
creating queries)Managing mailManaging reportingManaging exports
Creating a yearly donor statementCreating reports for expectanciesCreating reports for actual revenueCreating membership projection reportsGenerating another specific output (query, report, export, etc.)
continued on next page
The Raiser's Edge®
Functional Areas and Processes for Policies and Procedures
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The Raiser's Edge®
Functional Areas and Processes for Policies and Procedures
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examples of premium functional areas
Special Event ManagementThis premium functional area can address the specific management needs of one special event.
Example Premium ProcessesCreating special event records Setting up special event logistics (pricing, expenses, media, actions, and notes)Managing special event invitations, name tags, place cards, and labelsManaging special event participantsManaging post-special event activitiesManaging special event volunteersCreating special event participant queriesManaging special event online registrations Importing special event gift information
Employee Giving Program Management
Example Premium Processes Entering employee giftsGenerating employee giving acknowledgements and receiptsCreating employee giving queriesGenerating employee giving reports
Imported Pledges and Pledge Payments from Bank Lockbox File
Example Premium Processes Entering pledgesUpdating pledge records with information for pledge remindersGenerating pledge reminders to capture information for bank lockbox Importing bank lockbox fileGenerating reports on pledges and pledge payments
Child Sponsorship
Example Premium Processes Entering children through a plug-inManaging child data Publishing child data onlineCreating sponsorship information packetsManaging event consignment Entering new sponsorships through a plug-inManaging sponsorship giftsManaging child/sponsor communications
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