- Module 1: This module introduces Fundraising and Engagement and outlines the capabilities that allow nonprofit organizations to use this application to enhance donor engagement and manage fundraising.
- Learn the core capabilities of Fundraising and Engagement used to support donor management and fundraising.
- Understand how key fundraising terminology is used in Fundraising and Engagement.
- Get started with Fundraising and Engagement.
- Module 2: In this module, you will learn how to work with the core records for managing constituents - Contacts, Organizations, and Households. You will see how you can track and update donor information including contact details, their supporting objectives, history of activities, contact preferences, donation and transaction summaries, and payment details. You will also take a look at how households are managed, and how to create one.
- Manage relationships with constituents – individuals, organizations, and households
- Track constituent preferences and activities
- View donation history for a constituent
- Manage payment and address changes for constituents
- Module 3: Fundraising and Engagement lets you record and process gifts, provide a central source of truth for fundraising, and provide a complete history of giving for each constituent as part of their profile.
- Understand how transactions work in Fundraising and Engagement
- Process a transaction and view the results
- Create donor commitments and convert them to donations
- Understand and work with recurring donations and pledge schedules
- Module 4: Explore functionality to manage and work with gifts in Fundraising and Engagement including gift batches, receipts, refunds, and write-offs.
- Understand the types of gift batches and how to use them
- Understand the purpose of receipt stacks and receipt logs
- Create and generate receipt and thank-you letter templates
- Refund a gift and write off a pledge
- Module 5: This module will explore how memberships are managed in Fundraising and Engagement.
- Understand the components involved with managing memberships
- Set up memberships in Fundraising and Engagement
- Add memberships to a constituent
- Module 6: Learn to manage fundraising for major gifts with a dashboard for tracking and opportunity management.
- Use dashboards to view major gifts received
- Understand how to use opportunities to manage major moves
- Understand components of an opportunity record
- Understand funding reports
- Create designation plans and donor commitments from an opportunity
- Module 7: Learn to plan, report, and track fundraising performance.
- Understand how designations are used to allocate funds
- Understand the hierarchy of campaigns, appeals, and packages
- Use designations and campaigns across Fundraising and Engagement
- Create a new campaign, appeal, and package
- Module 8: Learn how to create an event, set up event components, register attendees, and assign attendees to event tables.
- Set up events in Fundraising and Engagement
- Set up event components (tickets, donations, sponsorships, preferences, products, and disclaimers)
- Use registration packages to register event attendees
- Set up tables for gala events and allocate registrations to tables
- Module 9: Configure giving levels, preference categories, objectives, and budgets for Fundraising and Engagement.
- Configure and use giving levels
- Set up preference categories
- Configure and use objectives
- Configure objective budgets
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