Heller Consulting is pleased to offer our e-newsletter and a wide selection of Free Resources (over 20 of them!) to help you get the most from your Raiser’s Edge® system and optimize your development operations. To be added to our e-newsletter list, or to access our Free Resources, please visit our Registration Page. | Our Newest Free Resource"List & Database Census Spreadsheet" Got "information silos"? (Who doesnt'?!) This worksheet offers a first step towards relief - getting your arms arond the problem. List and Database Census Spreadsheet | Our E-NewsletterChock full of great information about fundraising operations and technology, you won’t want to miss our E-Newsletter! To be added to the distribution list, simply Register. |
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If you’re new to our Resources we recommend starting with: Our E-NewsletterOur e-newsletter is filled with great information to help you be more efficient and effective. Our articles and tips focus on industry “best practices” in development operations and fundraising technology. We also alert you to new Resources we’ve posted and give you the latest news about our educational offerings. Free ResourcesCreated by the Heller Consulting team, these Resources are drawn from our extensive experience helping organizations better use their fundraising technology. Please check them out and let us know what you think. If there are other Resources, please let us know. Sharing these Resources is one way we can say thanks to the community of Raiser's Edge users for supporting our work. To download our Free Resources, please visit our Registration page. We've organized our Free Resources to complement how we think about our consulting services. Here's an up-to-date list of what we're offering, Check back often – we post new Resources regularly! Getting You Started on Raiser's Edge - 10 Steps to Implementing Raiser's Edge
Evaluating Your Raiser's Edge System - Website Development Plan
- 10 Steps to Streamlining Your Fundraising System
- Evaluating Your Raiser's Edge System
- Getting to Know Your Raiser's Edge Data
- Your Raiser's Edge DBA - Qualities and Considerations
- Organizing a Raiser's Edge User Group
Organizing Your Data - Raiser's Edge Coding Best Practices
- Your Financial Goals and Raiser's Edge Codes
Streamlining Business Processes - Constituent Data Flowchart
- Gift Processing Steps
- Donation Workflow
- How Many Gifts Can Someone Process in a Week? - Reasonable Gift Processing Expectations
- Rules for In-Kind and Automobile Donations
Reconciling with Accounting - Clarifying Communication between Development and Accounting
Supporting Fundraising - Top Ten Raiser's Edge Reports
- Managing Fundraising Mailings
- Creating Segmented Prospect Lists and our Segmentation Spreadsheet
- Major Gifts Income Transmittal
- Top Ten Crucial Questions to Answer Before Your Capital Campaign Begins
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Resources