{"id":8983,"date":"2021-07-14T17:46:21","date_gmt":"2021-07-14T17:46:21","guid":{"rendered":"https:\/\/teamheller.com\/?p=8983"},"modified":"2023-10-20T17:16:11","modified_gmt":"2023-10-20T17:16:11","slug":"moving-from-raisers-edge-to-microsoft-for-your-fundraising-needs-how-your-nonprofit-can-get-started","status":"publish","type":"post","link":"https:\/\/teamheller.com\/resources\/blog\/moving-from-raisers-edge-to-microsoft-for-your-fundraising-needs-how-your-nonprofit-can-get-started","title":{"rendered":"Moving from Raiser\u2019s Edge to Microsoft for Your Fundraising Needs: How Your Nonprofit Can Get Started"},"content":{"rendered":"<p>If you\u2019re using Raiser\u2019s Edge and you want to incorporate more customer relationship management (CRM) approaches into your fundraising, but find that Raiser\u2019s Edge doesn\u2019t support them, you have some options:<\/p>\n<ul>\n<li>One is to stay on Raiser\u2019s Edge \u2014 you\u2019ll just need to invest more in integration between Raiser\u2019s Edge and other systems. You can read more about this option in a recent article I wrote on <a href=\"https:\/\/teamheller.com\/resources\/blog\/what-to-know-if-your-nonprofit-is-considering-a-move-from-raisers-edge\" target=\"_blank\" rel=\"noopener\">what to know if your nonprofit is considering a move from Raiser\u2019s Edge<\/a>.<\/li>\n<li>Another option is to move to <a href=\"https:\/\/www.salesforce.org\/nonprofit\/nonprofit-success-pack\/\" target=\"_blank\" rel=\"noopener\">Salesforce Nonprofit Success Pack<\/a> (NPSP). I shared some insights on this option in a recent article about <a href=\"https:\/\/teamheller.com\/resources\/blog\/3-things-to-know-if-youre-thinking-about-moving-from-raisers-edge-to-salesforce\" target=\"_blank\" rel=\"noopener\">things to know if you\u2019re considering moving from Raiser\u2019s Edge to NPSP<\/a>.<\/li>\n<li>And, here\u2019s one more option if you decide Raiser\u2019s Edge is no longer serving your fundraising needs: Move to Microsoft Fundraising and Engagement.<\/li>\n<\/ul>\n<p>In this article, I\u2019m sharing some things to know if you\u2019re considering a move from Raiser\u2019s Edge to Microsoft for your fundraising needs.<\/p>\n<h2><strong>Microsoft for fundraising? Yes!<br \/>\n<\/strong><\/h2>\n<p>First, let\u2019s get this out of the way: If you\u2019re not familiar with <a href=\"https:\/\/teamheller.com\/resources\/blog\/the-story-of-microsofts-commitment-to-the-nonprofit-sector\" target=\"_blank\" rel=\"noopener\">Microsoft\u2019s offerings for the nonprofit sector<\/a>, you might not automatically think of Microsoft for your fundraising needs. But keep in mind that considering a move to Microsoft Dynamics 365, is not a direct comparison with Raiser\u2019s Edge. Raiser\u2019s Edge is a fundraising-specific product, while Microsoft Dynamics 365 offers a CRM platform on which fundraising (and many other) products are built.<\/p>\n<p>This is a different way of thinking about the nature of your fundraising software, but it can pay off if you want to do more with your fundraising program than Raiser\u2019s Edge can support. Yes, moving to a new solution takes time and effort, but in the end, you can not only get similar traditional fundraising functionality to Raiser\u2019s Edge, but you also get much more.<\/p>\n<p>Let\u2019s first talk about <a href=\"https:\/\/teamheller.com\/resources\/blog\/fundraising-and-engagement-for-dynamics-365-sales-microsoft-solution-built-with-missioncrm\" target=\"_blank\" rel=\"noopener\">Fundraising and Engagement<\/a>.<\/p>\n<h2><strong>The Microsoft Fundraising and Engagement solution<\/strong><\/h2>\n<p>Late last year, Microsoft announced <a href=\"https:\/\/teamheller.com\/resources\/blog\/fundraising-and-engagement-for-dynamics-365-sales-microsoft-solution-built-with-missioncrm\" target=\"_blank\" rel=\"noopener\">Fundraising and Engagement<\/a> for Dynamics 365 Sales \u2014 a Microsoft solution built with MISSION CRM. Fundraising and Engagement is a free, open source solution built on top of the <a href=\"https:\/\/teamheller.com\/resources\/blog\/microsofts-common-data-model-and-what-it-means-for-nonprofits\" target=\"_blank\" rel=\"noopener\">Nonprofit Common Data Model<\/a> and Microsoft\u2019s world-leading business application platform, <a href=\"https:\/\/teamheller.com\/resources\/blog\/microsoft-dynamics-365-price-considerations-for-nonprofits\" target=\"_blank\" rel=\"noopener\">Dynamics 365<\/a>. Out of the box, the solution offers immediate access to real-time information about donors and prospects so you can engage them in a personalized way. Key areas of the solution include:<\/p>\n<ul>\n<li>Constituent management, including individuals, households, and organizational supporters<\/li>\n<li>Preference, task, and activity management<\/li>\n<li>Address management for home, work, and seasonal addresses<\/li>\n<li>Prospect and opportunity management to manage the entire prospect and donor lifecycle<\/li>\n<li>Gift processing, appeal and campaign management, and financial attribution and reconciliation<\/li>\n<li>Recurring gift management and processing<\/li>\n<li>Event management, including processing offline registrations, ticket sales, and donations<\/li>\n<li>Fundraising and engagement business intelligence using pre-built reports and dashboards<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/teamheller.com\/library\/what-to-know-about-microsoft-solutions-for-the-nonprofit-sector\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"alignright wp-image-9103 size-full\" src=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2021\/07\/Microsoft-Guide-Cover-Page-scaled-e1631735319224.jpg?strip=all\" alt=\"\" width=\"188\" height=\"243\" srcset=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2021\/07\/Microsoft-Guide-Cover-Page-scaled-e1631735319224.jpg?strip=all 188w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2021\/07\/Microsoft-Guide-Cover-Page-scaled-e1631735319224.jpg?strip=all&amp;w=75 75w\" sizes=\"(max-width: 188px) 100vw, 188px\" \/><\/a><\/p>\n<blockquote><p>Dive deeper into Microsoft&#8217;s offerings for nonprofits. Download our free guide: <a href=\"https:\/\/teamheller.com\/library\/what-to-know-about-microsoft-solutions-for-the-nonprofit-sector\" target=\"_blank\" rel=\"noopener\">What to Know about Microsoft Solutions for the Nonprofit Sector\u00a0<\/a><\/p><\/blockquote>\n<h2><strong>Going beyond fundraising<\/strong><\/h2>\n<p>One of the unique things about the <a href=\"https:\/\/teamheller.com\/resources\/blog\/fundraising-and-engagement-for-dynamics-365-sales-microsoft-solution-built-with-missioncrm\" target=\"_blank\" rel=\"noopener\">Fundraising and Engagement solution<\/a> is that it\u2019s interoperable with the Microsoft technology stack. That means it works with other Microsoft solutions, including:<\/p>\n<ul>\n<li>Efficiency and collaboration tools \u2014 These include systems that support internal work, such as Microsoft 365 tools: Outlook, SharePoint, and Teams; and finance and operations tools for things like accounting, human resources, inventory, and supply chain management.<\/li>\n<li>Azure tools \u2014 These include Microsoft Azure for Cloud Services, Security and Authentication, and Enterprise Mobility Management to provide the infrastructure needed to share and access applications and data securely from any device.<\/li>\n<li>Intelligence and impact solutions \u2014 These include tools for business intelligence, artificial intelligence, and machine learning.<\/li>\n<\/ul>\n<p>The bottom line is that <a href=\"https:\/\/teamheller.com\/resources\/blog\/fundraising-and-engagement-for-dynamics-365-sales-microsoft-solution-built-with-missioncrm\" target=\"_blank\" rel=\"noopener\">Fundraising and Engagement<\/a> offers an attractive, modern fundraising solution with the added benefit of interoperability with other Microsoft technology.<\/p>\n<blockquote><p>Learn how the Arthritis Foundation has adopted Microsoft products for nonprofits to accelerate their digital transformation: Watch the on-demand webinar, <a href=\"https:\/\/teamheller.com\/library\/webinar-digital-transformation-with-microsoft-products-for-nonprofits\" target=\"_blank\" rel=\"noopener\">Digital Transformation with Microsoft Products for Nonprofits<\/a>.<\/p><\/blockquote>\n<h2><b>More about Microsoft for Nonprofit Fundraising <\/b><\/h2>\n<p>If you\u2019re using Raiser\u2019s Edge to support fundraising activities, and you think it might be time to look at other solutions, Microsoft might be a fit for your organization.<\/p>\n<blockquote><p>Find out more about Microsoft in our free guide: <a href=\"https:\/\/teamheller.com\/library\/what-to-know-about-microsoft-solutions-for-the-nonprofit-sector\" target=\"_blank\" rel=\"noopener\">What to Know About Microsoft Solutions for the Nonprofit Sector<\/a><\/p>\n<p>Watch the demo: <a href=\"https:\/\/www.youtube.com\/watch?v=0CmOH37rMSM\" target=\"_blank\" rel=\"noopener\">Microsoft Fundraising and Engagement Built for Microsoft Dynamics 365 Sales<\/a><\/p><\/blockquote>\n<p>At Heller Consulting, our goal is to help nonprofits find the best technology solutions for their specific needs \u2014 not just point everyone to a particular system. So, if you are considering a move from Raiser\u2019s Edge to the Microsoft Fundraising and Engagement solution, but you\u2019re not sure how to move forward, we can help. We can work with you to evaluate your use of Raiser\u2019s Edge, choose the right solution to meet your needs, and build a tech strategy that serves you now and keeps your fundraising going strong. Contact us to get started.<\/p>\n<h2>Join the list<\/h2>\n<p>Want more nonprofit tech resources delivered to your inbox? Fill out the quick form below!<\/p>\n<iframe title=\"Quick Subscribe Form\" class=\"pardotform\" src=\"https:\/\/info.teamheller.com\/l\/734413\/2023-01-09\/46mk25\" width=\"100%\" height=\"500\" type=\"text\/html\" frameborder=\"0\" allowTransparency=\"true\" style=\"border: 0\"><\/iframe>\n","protected":false},"excerpt":{"rendered":"<p>If you\u2019re using Raiser\u2019s Edge and you want to incorporate more customer relationship management (CRM) approaches into your fundraising, but find that Raiser\u2019s Edge doesn\u2019t support them, you have some options: One is to stay on Raiser\u2019s Edge \u2014 you\u2019ll just need to invest more in integration between Raiser\u2019s Edge and other systems. You can [&hellip;]<\/p>\n","protected":false},"author":21,"featured_media":8984,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[16,121],"tags":[],"ppma_author":[478],"class_list":["post-8983","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm","category-microsoft"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Moving from Raiser\u2019s Edge to Microsoft for Your Fundraising Needs: How Your Nonprofit Can Get Started - Heller Consulting<\/title>\n<meta name=\"description\" content=\"If your nonprofit is using Raiser&#039;s Edge for fundraising, it might be time to consider a new fundraising solution from Microsoft.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/teamheller.com\/resources\/blog\/moving-from-raisers-edge-to-microsoft-for-your-fundraising-needs-how-your-nonprofit-can-get-started\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Moving from Raiser\u2019s Edge to Microsoft for Your Fundraising Needs: How Your Nonprofit Can Get Started\" \/>\n<meta property=\"og:description\" content=\"If you\u2019re using Raiser\u2019s Edge and you want to incorporate more customer relationship management (CRM) approaches into your fundraising, but find that\" \/>\n<meta property=\"og:url\" content=\"https:\/\/teamheller.com\/resources\/blog\/moving-from-raisers-edge-to-microsoft-for-your-fundraising-needs-how-your-nonprofit-can-get-started\" \/>\n<meta property=\"og:site_name\" content=\"Heller Consulting\" \/>\n<meta property=\"article:published_time\" content=\"2021-07-14T17:46:21+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-10-20T17:16:11+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/teamheller.com\/wp-content\/uploads\/2021\/07\/microsoft-for-fundraising-scaled-e1626284719561.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"700\" \/>\n\t<meta property=\"og:image:height\" content=\"467\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Kaia Swift\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Kaia Swift\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/teamheller.com\\\/resources\\\/blog\\\/moving-from-raisers-edge-to-microsoft-for-your-fundraising-needs-how-your-nonprofit-can-get-started#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/teamheller.com\\\/resources\\\/blog\\\/moving-from-raisers-edge-to-microsoft-for-your-fundraising-needs-how-your-nonprofit-can-get-started\"},\"author\":{\"name\":\"Kaia Swift\",\"@id\":\"https:\\\/\\\/teamheller.com\\\/#\\\/schema\\\/person\\\/98ca74dd3cd62a2b03c3fbd00e79e050\"},\"headline\":\"Moving from Raiser\u2019s Edge to Microsoft for Your Fundraising Needs: How Your Nonprofit Can Get Started\",\"datePublished\":\"2021-07-14T17:46:21+00:00\",\"dateModified\":\"2023-10-20T17:16:11+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/teamheller.com\\\/resources\\\/blog\\\/moving-from-raisers-edge-to-microsoft-for-your-fundraising-needs-how-your-nonprofit-can-get-started\"},\"wordCount\":875,\"publisher\":{\"@id\":\"https:\\\/\\\/teamheller.com\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/teamheller.com\\\/resources\\\/blog\\\/moving-from-raisers-edge-to-microsoft-for-your-fundraising-needs-how-your-nonprofit-can-get-started#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/es7hq8rr83h.exactdn.com\\\/wp-content\\\/uploads\\\/2021\\\/07\\\/microsoft-for-fundraising-scaled-e1626284719561.jpg?strip=all\",\"articleSection\":[\"CRM\",\"Microsoft\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/teamheller.com\\\/resources\\\/blog\\\/moving-from-raisers-edge-to-microsoft-for-your-fundraising-needs-how-your-nonprofit-can-get-started\",\"url\":\"https:\\\/\\\/teamheller.com\\\/resources\\\/blog\\\/moving-from-raisers-edge-to-microsoft-for-your-fundraising-needs-how-your-nonprofit-can-get-started\",\"name\":\"Moving from Raiser\u2019s Edge to Microsoft for Your Fundraising Needs: How Your Nonprofit Can Get Started - 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