Personalize Your Donor Interactions
February 22, 2016

Personalize Your Donor Interactions

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with The Raisers Edge

The Raiser's Edge is used by the development team to track donors and their gifts. We are in the process of implementing the Actions & Appeals tab as we had previously not been utilizing all of the capabilities. We track communication received from donors and communication they receive from us including grants. We also track any awards our donors have received or life changing events that have happened in their life such as births, deaths, and marriages in their immediate family. This allows us to personalize our interaction with donors. I personally was brought in to clean up our data and start utilizing more of its capabilities. I am the only primary user at this time.
  • Robust data capabilities to track donors and their gifts.
  • The dashboard feature allows our Director of Development and Grants Manager a quick at a glance look of their goals. These can also be printed out for Board of Director meetings, our CEO, etc.
  • Easy to use data entry.
  • When running queries and exporting, the data requires manual cleaning before it is usable. There are always duplicates. Part of the issue is from too many hands in the pot and mismanagement of the database, but the database itself produces part of the problems.
  • Raiser's Edge is really smart, you just have to know how to tell it to run what you want. It requires a lot of trial and error. The online database is helpful, but you have to sort through several how to sheets before you find one that is closest to what you are looking for.
  • On thing that is particularly frustrating is that when you want to streamline more of your processes, it usually requires another module or feature resulting in an additional expense.
  • It allows us to personalize our interactions with our donors.
In all my positions at organizations both small to midsize, I have really liked working with Raiser's Edge. As a small organization, I could see how the benefits may not outweigh the cost.