Capital Business Solutions spent time with the Holy Angels Foundation in Belmont, North Carolina over the past several months providing various Raiser’s Edge software services and consulting.

Working with Anne Bogen, Vice President of Holy Angels Foundation, CBS provided a comprehensive system assessment of their Raiser’s Edge software system. As a result of that work CBS helped out with some necessary cleanup and reconfiguration of the Raiser’ Edge software including but not limited to constituent codes, tables, campaigns, funds; merged duplicates, setup letters, closed old actions, edited security groups and provided data conversion. In addition, CBS spent several Sessions training the Foundation staff using a highly customized approach covering gift entry, managing codes and attributes, queries, appeals, exports, mailing lists, using the Volunteer, Events and Prospects Tabs and table cleanup.

Who is Holy Angels Foundation?

Holy Angels

Holy Angels Foundation offers a wide array of services to individuals ranging from infancy to older adults and their families, including: residential living, day services, supported employment opportunities, medical services, physical therapy, special education and habilitation services, creative arts, recreation, spiritual opportunities and family support services. Holy Angels is a sponsored ministry of the Sisters of Mercy South Central Community and employ approximately 300 trained, qualified and committed individuals in the human services field. The unique synergy between program and support staff has allowed Holy Angels to excel in responsive care and treatment of the highest standards of integrity and quality – and has provided their employees, medical professionals and volunteers with the immeasurable rewards of making a real difference in the lives of others.

Which CBS Consultant is working with Holy Angels Foundation?

Alyson Watts – Fundraising Practice Manager

Alyson offers 13 years of fundraising experience in a variety of nonprofit settings, including 9 years in a Director of Development capacity and 6 years administering The Raiser’s Edge® databases. Her fundraising experience includes corporate development, membership, annual giving, special events, grant writing, and capital campaigns; and her nonprofit management experience includes strategic planning, budgeting, volunteer development, staff structuring, and training. She has direct experience with both national organizations with hundreds of employees and with small non-profits with budget size of under $1 million. Her professional services experience includes implementing software, managing software conversions and upgrades and devising workflow and written procedures manuals.

If you are interested in finding out more about customized Fundraising Software Training and Consulting call Andy at 888-366-7527 x26 or email You can also use our contact us form to request a free no obligation quote.