Does your organization have individuals who solicit funds for your organization? Are you tracking the progress of those solicitors? Do you know which solicitor is the most or least successful? Take advantage of the solicitor tools in The Raiser’s Edge to gain insight into your organization’s solicitors by signing up today!

1. On the Hunt: How to Use
Solicitor Tracking in The
Raiser's Edge®
SEAN PATRICK HOLLAND

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3. Agenda
• Discuss the role of solicitors in The Raiser’s Edge
• Link solicitors to prospects
• Enter solicitor data on action and gift records
• Empower solicitors with information
• Track solicitor performance using reports and dashboards
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4. Overview
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5. The Role of Solicitors in
The Raiser’s Edge
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6. Who are Solicitors?
• People or organizations who solicit donations or support on behalf
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of your organization.
• Employees or volunteers.

7. Think About It
• Do you track solicitors in The Raiser’s Edge?
• Who are some of the people and companies that are solicitors for your
organization?
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8. Why Track Solicitors in The Raiser’s
Edge
• Do you need to know who is bringing in donations?
• Do you need to analyze the success of your development staff?
• Do you need to know who is responsible for building a relationship with specific
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donors?

9. Link Solicitors to Prospects
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10. Solicitor/Donor Relationships-Goals
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From the Bio 1 tab

11. Solicitor/Donor Relationships-
Assignments
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12. Demonstration
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13. Enter Solicitor Information on Action
and Gift Records
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14. Solicitor Contacts with Constituents
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Mailings and
Meetings
Phone Calls Email Tasks

15. Demonstration
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16. Action Tracks
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17. Solicitors and Gifts
A solicitor automatically defaults on a gift record when a:
• Donor’s solicitor has the same campaign, fund, or
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For multiple solicitors,
distribution can be
defined by an amount
or a percent.
appeal assignment as a gift
• Donor’s solicitor has no specific campaign or fund
assignment.

18. Demonstration
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19. Empower Solicitors with Information
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20. Empowering Solicitors with Information
• List of pending actions
• Directories
• Name
• Addresses and phone numbers
• Profiles
• Basic biographical data
• Philanthropic interests
• Giving history
• Relationships (Giving history, interests, and biographical and
business data)
• Affiliations (Business, education, philanthropic, etc.)
• Hobbies
• Custom Views
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21. Directories and Profiles
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22. Demonstration
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23. Monitoring Solicitor Progress
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24. Monitoring Solicitor Progress
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25. Solicitor Dashboards
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26. Demonstration
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27. Summary
• Discuss the role of solicitors in The Raiser’s Edge
• Solicitors seek donations and support for an organization.
• Link solicitors to prospects
• By linking solicitors to prospects, you can assign goals and know
who is responsible for building the relationship.
• Enter solicitor data on actions and gifts
• By entering solicitor information on actions, you can know who is
responsible for tasks.
• By entering solicitor information on gifts, you can know who is
bringing in donations and who is reaching fundraising goals.
• Empower solicitors with information
• You can empower your solicitors with directories and profiles.
• Track solicitor performance using reports and dashboards
• You can generate reports and dashboards to analyze solicitor
actions and the amount they raise for your organization.
• You can also analyze solicitor progress towards goals and
compare progress to other solicitors.
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28. Steps to Create Solicitor Goals
1 Open the solicitor’s constituent record.
2 If needed, select the Is a solicitor checkbox on the Bio 1 tab.
3 Click Details.
4 On the Goals tab, click New Goal.
5 Select the type of goal.
6 Use the binoculars to search for the campaign, fund, or appeal record.
7 Enter the goal details.
8 Click Save and Close.
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29. Steps to Create Solicitor Assignments
1 Open the solicitor’s constituent record.
2 If needed, select the Is a solicitor checkbox on the Bio 1 tab.
3 Click Details.
4 On the Assignments tab, click New Assignment.
5 Use the binoculars to search for the constituent.
6 Enter the assignment details.
7 Click Save and Close.
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30. Steps to Create Solicitor Dashboards
1 On the navigation bar, click Dashboards.
2 Select the dashboard page to update and click Customize or click New
to create a new page.
3 Under Available Panels, select the panel you want to add.
4 Click Add.
5 Click Edit.
6 Define panel properties.
7 Click OK.
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31. Are you pumped up and ready to go?
Don’t forget to complete
a session survey!
Each completed survey enters you into a drawing to win a
complimentary registration to bbcon 2015 in Austin, Texas*.
*Blackbaud reserves the right to change or withdraw this promotion at any time, without advance notice. Promotion has no cash value and may not be
exchanged, applied to, or combined with any other offer.
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32. Training and Certification
Make Your Daily Tasks Easier
Execute Faster
Increase Your Effectiveness
Visit the Expo’s Training Booth
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