Manage your Donations, Sponsorships, and other Financial Contributions

This 2-hour online training session is designed for new users of CiviCRM or organizations who are current users, and have new staff to train or are in need of a refresher course.

This course will cover the basics of contacts and how to customize CiviContribute to fit your non-profit needs. We will go over contact and contribution searches, create smart groups to better segment your donors, set up invoicing and sales tax, and record donations manually. You will also learn how to generate year-end tax letters, create a financial report, and manage pledges, recurring contributions and soft credit.

You’ll leave this training with new skills as well as best practices for managing contributions with CiviCRM. Users who take this class may also be interested in our intermediate level course, "Managing a Fundraising Campaign with CiviCRM".

This training is brought to you by

For more information, contact us at susan@cividesk.com

Time: 8 - 10 am PT | 9 - 11 am MT | 11 am - 1  pm ET

Click here to register

 

When
January 27th, 2017 from  9:00 AM to 11:00 AM
Location
Your Computer (Mountain Time)
United States