Get Raiser's Edge Request Form: - Supporting Advancement

Effectively completing the Raiser’s Edge Request Form: Supporting Advancement is essential for organizing and managing your advancement initiatives. This guide will walk you through each section of the form, ensuring clarity and accuracy as you fill it out online.

Follow the steps to successfully complete the form.

1. Press ‘Get Form’ button to retrieve the form and open it in the appropriate application.
2. Fill in the ‘Requested by’ field with your name to identify who is making the request.
3. In the ‘Mailing List Information’ section, choose the appropriate addressee and salutation from the options provided.
4. Fill in the ‘Address’ section with your preferred address type, selecting among home, business, or other specified options.
5. Outline where to store the file in the ‘Where to store the file’ field to clarify file management.
6. Specify the paper type for letters or invitations in the appropriate section to ensure proper printing quality.
7. Fill in the special font and font size preferences if any are needed for the printed materials.
8. For ‘List information,’ clarify constituents to include, indicating individual, organization, or both as necessary.
9. Specify exclusions of any donors beyond the default criteria listed, if applicable.
10. In the ‘Fields to include’ section, list any additional necessary fields, noting how you want the results sorted.
11. Review the entire form for completeness and accuracy before finalizing.
12. Once you have finished, save changes, download the completed form, print it, or share as needed.

Begin completing your Raiser’s Edge Request Form online today to enhance your advancement efforts.