Streamlining Gift Processing and Donor Acknowledgments with Raiser’s Edge Proposals

Effective communication is vital to successful gift processing and donor acknowledgements. However, the rapid pace of incoming donations from multiple channels, coupled with fundraisers on the go and late reports from third-party giving platforms, often leads to lost details and delayed processing. These disruptions can result in missed deadlines, increased discrepancies, and challenges in maintaining accurate data. This session will explore how Raiser’s Edge Proposals can be leveraged to create an efficient, continuous workflow for gift processing. Attendees will learn how to creatively use Proposals to communicate solicited gift information for accurate gift coding and donor acknowledgement. We will also discuss how these strategies can be applied to Raiser’s Edge NXT Opportunities to maintain data integrity and enhance fundraising efforts. By the end of this session, attendees will have actionable strategies to improve communication and workflow efficiency, enabling them to meet gift processing deadlines and reduce discrepancies.
Track
Fundraising & Donor Management
Angelica Lopez