Capital Business Solutions recently provided the Winston-Salem Foundation in NC additional staff training their Raiser’s Edge fundraising software.
Working with Annette Lynch, Vice President of Philanthropic Services, CBS customized a training plan for the staff to build off of previous work and changes to the system performed by Alyson. Using the Search Module, CBS helped configure major, corporate and planned gift prospect and proposal management components such as: classification and status tables; philanthropic interest types; financial information; prospect rating sources and other fields plus provided end-user training on adding proposals; linking to gifts, querying on ratings and folding current Action protocols in Prospect.
Who is Winston-Salem Foundation?
The Winston-Salem Foundation was established in 1919 by Col. Francis Fries with a gift of $1,000, and at the end of 2016 our assets totaled approximately $453 million. Their community’s rich philanthropic legacy is intertwined with that of the Foundation, and is a direct result of the generosity, inclusion, integrity and excellence bestowed by so many community members.
Which CBS Consultant worked with Winston-Salem Foundation?
Alyson Watts – Fundraising Practice Manager
Alyson graduated from Davidson College with a degree in English. She has over 20 years of practical experience as both a fundraising professional and donor management services consultant in a variety of settings. Nine of those years were spent in a Director of Development capacity. In 2006 Alyson transitioned into a consulting role and has since worked closely with a wide range of non-profits, from national organizations to small two to three person shops in education, health and human services, the arts, animal welfare, conservation, foundations and more.
If you are interested in finding out more about customized Fundraising Software Training and Consulting call Bob at 888-249-6008 x110 or email bschilling@capitalbusiness.net. You can also use our contact us form to request a free no obligation quote.