Manage your Donations, Sponsorships, and other Financial Contributions
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
United States