In order to prepare your data for the Giving Score, please review the follow information:
- The Raiser's Edge must be updated to version 7.95 Patch 2 or higher.
- Verify your Data Health Center connectivity
- Make sure your individual constituent records have a complete US address. To find those records who do not have a complete address:
- Create a Constituent query
- On the Criteria tab, select:
Constituent Information, Key Indicator equals [Individual]
AND (Address, Preferred Address, Address Line 1 [blank]
OR Address, Preferred Address, State [blank])
- Run AddressFinder* to make sure the addresses in your database are correct (optional)
- Run DeceasedRecordFinder* to make sure deceased constituents are correctly marked (optional)
*For more information on purchasing AddressFinder and DeceasedRecordFinder, contact your Account Manager directly or email firstname.lastname@example.org.