Manage your Donations, Sponsorships, and other Financial Contributions
During this training you will learn how to:
- Manage contacts, create groups and send an email
- Add new financial types that are customized to your organization
- Create Premiums (thank you gifts)
- Search for contributions and modify the way results are displayed
- Export contributions into CSV format
- Create an online donation page
- Manually add a contribution/several contributions at one time
- Manage Invoices, Receipts and End of year Thank You Letters
- Manage Pledges, Recurring Contributions and Soft Credit
- Use Personal Campaign Pages to increase your donations
- Create a Contribution Report
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: 11am - 1pm Pacific | 12 - 2pm Mountain | 2 - 4 pm Eastern
United States