Capital Business Solutions recently provided Raiser’s Edge services and consulting to The Winston-Salem Foundation in North Carolina.
Working with Annette Lynch, Vice President of Philanthropic Services; Anne Garvey, Director of Fund Administration and Stewardship plus the rest of the development staff CBS provided a comprehensive System Assessment of the nonprofit’s Raiser’s Edge software including meetings with the organization staff, a review of current fundraising processes and systems, and a discussion of future needs. A recommendation for addressing the items contained in the findings report was provided and used as a reference for additional discussion and formulation of a detailed work plan. Areas that were covered during the process included data entry, constituents, gifts, mail and exports, database review including table configuration, modules, campaigns, funds and appeals, reports, along with identification of user training needs. As a result of the System Assessment future work will be performed including data cleanup, conversion and user training.
Who is The Winston-Salem Foundation?
The Winston-Salem Foundation is a 95-year-old community foundation comprised of more than 1,300 funds created by charitable individuals and organizations. Since 1919, individuals, families, and corporations have used their expertise to improve the quality of life in Forsyth County, its surrounding areas, and beyond. They offer personalized service to make giving easy, flexible and efficient; local expertise with knowledge of current community issues to make giving as effective as possible; and community leadership in bringing together diverse voices and groups to address issues, foster greater giving and support high-impact opportunities. Their mission is to invest in our community by making philanthropy and its benefits available to all.
Which CBS Consultant is working with The Winston-Salem 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 firstname.lastname@example.org. You can also use our contact us form to request a free no obligation quote.