Capital Business Solutions has been working with Trinity Episcopal School, of Charlotte, NC on their Raiser’s Edge software. Working with Greer Williams, Director of Operations, CBS has been providing consulting and training to support them with prospect tracking building on some previous work to assist with using the Prospect Tab for Campaigns. The consulting and […]
Capital Business Solutions will be working with Calvert School of Baltimore, MD on their Raiser’s Edge NXT software. Working with Sarah Walton, Director of Development at the school, CBS will be providing consulting and training on how to use Web Views for Gift Officer Portfolios. Training will include Actions, Proposals, Record Updates and Simple Lists. […]
Capital Business Solutions has been working with Foundation of First Health based in Pinehurst, NC on their Raiser’s Edge software. Working with Carie O’Quinn, Director of Development, CBS has been providing consulting and training to support them with the Prospect Module and working with Reports, Actions, Notes. In addition, CBS covered an overview of Gift […]
Capital Business Solutions has been working with Hope Christian School in Albuquerque, NM on their Raiser’s Edge software. Working with Sandi Scripter, Director of Development at the school, CBS has been providing consulting and training to support an ongoing capital campaign. Services included pledge processing, reminders, schedules, using the Campaigns-Funds-Appeals hierarchy and cultivating tracking for […]
Capital Business Solutions has been working with the Charlotte Symphony on their Raiser’s Edge software. Working with Michelle Hamilton, Vice President of Development, CBS has been providing consulting and end-user training helping correct soft credits in the database, changes to gift processing, the integration of Raiser’s Edge to Financial Edge and reconciling Raiser’s Edge to […]
Capital Business Solutions has been working with The Healing Place, of Louisville, KY with their Raiser’s Edge software. Working with Marla Highbaugh, Managing Director of Development and Communications and her team, CBS has been providing consulting and end-user training on batches, recurring gifts, queries, exports, stock gifts, rolling back transactions, closing months, running credit cards, […]
Capital Business Solutions has been working with Forsyth Technical Community College Foundation, of Winston-Salem, NC with their Raiser’s Edge software. Working with Angie Cook, Director of Donor Relations at FTCC and her team, CBS is helping to do some extensive database clean up including running mass merging of records, constituent codes, unused table entries, notes, […]
Capital Business Solutions has been working with Stuart Hall School, of Staunton, VA with their Raiser’s Edge/NXT and Financial Edge NXT software. Working with Anne Hedman, Chief Business Officer of the school, CBS will be setting up multiple training sessions for Elissa McDonald, Associate Director of Stuart Hall Fund and Community Relations to review fund […]
Capital Business Solutions has been working with Metropolitan Community College, of Omaha, NE as a new Financial Edge NXT and Raiser’s Edge NXT Client. Working with Theresa Magner, Assistant Director of Grant and Foundation Accounting and other staff, CBS has helped correct previous designed financials and generate new ones on their Financial Edge NXT software. Next up, […]
Choosing NPO software is no easy task. There’s so many different programs out there! And it can be challenging to find a solution that works for you – especially if you’re not sure what you need. Earlier this month, we shared a post on the best ways to pick your nonprofit’s accounting software. In it, […]