Linfield College
Office of Institutional Advancement Knowledge Base
Policies, Procedures & Resources
Raiser's Edge:
Bio2 - 8 February 2012
Addresses - 13 March 2012
Addressees/Salutations - 10 August 2011
*Salutations Chart
Relationships - 27 February 2012
Appeals - 27 February 2012
Notes - 28 January 2013
Gifts
Attributes
Media - 11 December 2012
Actions - 11 December 2012
Honor/Memorial
Volunteer
Prospect - 8 November 2012
*Entering Proposals - 16 March 2012
*Ratings Key
Events - 27 February 2009
Adding Foundation/Corporate Relations Documents to The Raiser's Edge - 24 March 2013
Address updates - 07 June 2012
Bounced Email Process - 11 June 2010
Credit Card Processing - 3 March 2009
Cybersource Donations - 8 August 2011
Deceasing a Constituent - 12 March 2010
Divorcing Constituents - 13 August 2010
Employment (Adding & Retiring) - May 2012
Entering Constituents - 10 August 2011
Entering Relationships & Reciprocals - 27 February 2012
Fiscal year giving in EXPORT
Fiscal year giving in QUERY
Gift Processing - 17 February 2009
Inactivating Constituents - 13 February 2009
Linking Spouse Addresses - 12 February 2009
Magazine info. into RE - 16 April 2013
Media Types in The Raiser's Edge - 8 August 2011
Partners in Progress - 30 March 2009
Phonathon Entries - 27 May 2011
Phonathon Pledges (setting up) - 4 March 2009
Query Operators - 27 May 2011
Query List Tool - 30 July 2012
Running a Contact Report
Scholarship Contacts - 3 March 2009
Segmenting by Campus
Status Updates (individuals & proposals) - 20 December 2010
Unsubscribe checklist (to remove a constituent from emails)
Withdrawing Students - 10 August 2011
Other Raiser's Edge information -
Conversion Notes
Function Keys
Hard/Soft Credit Definitions & HOH Policy
Mapping
Query vs. Export Definitions
List Request Form (fillable .pdf)
Forms:
Alumni Rel. Data Protection Form
Event Planning Form
Mail Tracking Form
Media Planning Form
Release Form (Photos)
Release Form (Publications)
Volunteer Confidentiality Agreement - 23AUG11
Procedures & Policies:
Campus Fundraising Policy (Student Handbook)
Faculty Grants Policy
Gift Acceptance Policy - 10 February 2012
Gift Processing Policy - student fundraisers
Gift Receipting Policy (online gifts & Friends)
Major Gifts procedures
-Requesting research
-Changing staff assignments
New Employee Check-list
Post-visit Checklist
Press Release Tutorial
Priorities for Campus Giving
Prospect Moves Criteria (Pioneer to President's Circle to Trustee's Circle)
Publishing process (i.e. magazine & newsletters)
Style Guide - 14 September 2012
Volunteer Role Descriptions:
Alumni Leadership Council
Business Advisory Council
Magazine Advisory Board
Parent's Leadership Team
Partners in Progress
President's Circle Leadership Team