Database Set up

Susan Webber · January 2020

We have been tasked with finding best practices for our database. We are looking for data entry set up; creating a constituent, entering gifts/pledges, creating funds/appeals/campaigns/events.

Does anyone have examples of their current procedures with regard to the above?

Any help would be greatly appreciated!

Crystal Bruce · January 2020

Hey Susan,

Is this product specific (ie: Raiser's Edge) - if so, I can move it to that Community and hopefully get you more eyes//responses. Thanks!

Susan Webber · January 2020

We are working with the database for Raiser's Edge. We inherited the set up that a former employee designed and we're not sure if it's best practice.

We were hoping to find a document that would guide us toward best practices for data entry, reporting, maintenance, etc.

Crystal Bruce · January 2020

Awesome! Discussion moved to Raiser's Edge for more eyes and responses. Thanks!

Christine Cooke 2 · February 2020

It would help us help you if we knew what kind of organization you are. There are general best practices, and best practices that a specific to types of orgs. You will probably want to see both.

Susan Webber · February 2020

We are a hospital. Looking for best practice setting up constituent codes, campaigns, funds, etc. Also, best practice to maintain data in the database. Thank You

Christine Cooke 2 · February 2020

If you haven't read it, pick up or order from Amazon a copy of "Fundraising with the Raiser's Edge: a non-technical guide" by Bill Connors

Database Set up

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