Are the gift officers at your institution using the Opportunities function of RE NXT?
Let’s be frank: Raiser’s Edge NXT is daunting with all its updates and changes. Its vocabulary is different from the old RE that we’ve had for years. It looks different. And you probably haven’t had time to learn to navigate each part.
The feature that you might be overlooking that could have a huge impact on your organization is the Opportunities tile. This function can actually help move your prospect management processes forward more effectively and efficiently. It also allows managers and directors to view metrics and measure performance of individual team members, review prospect and donor trends, and help with goal setting.
In this Raiser’s Edge NXT webinar, we will focus on how Gift Officers, Directors, Leaders and Prospect Management Teams can use the Opportunities tile in RE NXT to further their prospect relationships, donor management and solicitation effectiveness.
The Gonser Gerber Institute is hosting this program presented by Judith Youngblood, founder and CEO of WIST Data Solutions, Raiser’s Edge consultant and expert on RE NXT.
Topics We Will Cover:
- What the Opportunities Function is (and is not)
- Why use Opportunities instead of Notes
- How your use of Actions dovetails with Opportunities
- Entering Opportunities in NXT
- Tracking and Reporting Opportunities
- Samples of effective Opportunity entries
- Answers to your pressing questions
- What to do next!
Who Should Attend
This program is designed for any team using Raiser’s Edge NXT, including educational, non-profit, healthcare, religious organizations, or social services. While we will be focusing on how gift officers can use the NXT Opportunities function, we also encourage those who support or supervise gift officers, those who contact or track constituents, and grant seekers to join us, including directors, vice presidents, prospect managers and advancement services staff.
The fee is $295 per institution, which allows your entire team the opportunity to participate in this professional development at the same time. If you are a current client of Gonser Gerber Advancement Consulting, that fee is just $145. You will also receive a copy of the presentation and a recording of the webinar with your registration.
On Demand Details: After your registration, you will receive a copy of the power point presentation as well as a copy of the recording. (Please allow at least 48 business hours to receive your materials.) You will be able to share these materials with your entire team, including volunteers, and review the recording as many times as you need.
Judith Youngblood has been working in Raiser’s Edge for over twenty years and in eTapestry for nearly fifteen years. Little Green Light (LGL) and Bloomerang are the newest software in her repertoire. After working in development departments in education, social services, public broadcasting, and the arts, she parlayed her peculiar love of order and data and her passion for teaching into WIST Data Solutions in 2014. Based in Louisville, Kentucky, she is a member of the Association of Fundraising Professionals, Fundraising Executives of Metro Louisville, and the Kentucky Non-Profit Network. When not tethered to her computer, Judith is a church musician and foster parent to puppies from the Kentucky Humane Society.
WIST Data Solutions provides options for integrating data and development for non-profits, specializing in Raiser’s Edge, eTapestry, Bloomerang, and Little Green Light. Our staff has nearly five decades of combined experience working with non-profit organizations in areas such as healthcare, K-12 schools, media, and social services. Through consulting, training, and data maintenance, we help non-profits harness their data in order to increase donations and further their missions.