Fundraising and Advancement Track
Over 20 sessions will provide you with knowledge and insight on how to use Donor2 and CampusCornerstone to best achieve your goals by analyzing your current donor data for consistency, tracking your fundraising goals and objectives, learning about new assessment tools for your development program and staff, improving your knowledge of the software and discovering reports to analyze and evaluate your fundraising and advancement efforts.
Batch Entry – The Basics
Discover how Batch Entry has been restructured to maximize efficiency. Learn how to effectively manage batch descriptions, utilize projections and enter basic gifts.
Batch Entry – New Techniques
The expanded search capability makes it quicker and easier to find the right donor. See how to enter the more complex gifts like soft credits and matching gifts and how they are easier than ever to enter. View the new options for Batch reporting.
Customizing Your Donor2
See the customized Home pages for different types of users, and learn how to customize Reports and Summaries. Favorites, Summary page and 360 view will be reviewed.
Donor Recognition, Part 1 – Janet Hedrick, CFRE
Acclaimed fundraising consultant and author Janet L. Hedrick, CFRE, will present an insightful session on the role of donor relations in the development program. The presentation will review strategies for acknowledgement, recognition and stewardship that are key to building relationships and creating loyalty among donors.
Donor Recognition, Part 2
Discover the power of the Giving Levels Report to produce comprehensive recognition level information for multiple clubs, walls, bricks or other programs for recognition stewardship. Get an exclusive sneak peak at the new “Recognition Clubs” in Donor2 coming later this year that will empower you with unlimited possibilities.
Essential Reports
Learn which reports are essential to run on a regular basis, and get a sneak peek at the newly added reports. See how good filter management makes reporting even easier and how using filters with the report library is a huge timesaver. This session will also review the Report Designer.
Finding Answers: How to use Support and Help resources
See the variety of support options available to you on the website and how to use them. Learn effective techniques for finding what you need, including downloads and searching white papers. Become familiar with the Help system and how it can save you time.
Fundraising Effectiveness Report
Learn about this incredibly important initiative established by the Association for Fundraising Professionals. See the new FEP utility in Donor2 that makes contributing to this initiative easy and anonymous. You will also learn how to analyze and make the most out of the compiled information.
Honor/Memorials
Explore the new look of this feature and how getting information on your Honor/Memorials is easier than ever. Learn how to add family members for acknowledging and easily run reports on your Honor/Memorials.
Identifying and Correcting Your Duplicates
Learn how to identify and correct duplicates on the spot using the duplicate grid. The presenter will show you the tools and features available on the grid and how to use them to minimize duplicates in less time. You will also be shown some effective ways to identify true duplicates.
Importing Options
This session will introduce you to the multiple import options and give you tips on preparing your import files. You will learn how you can update accounts, in addition to adding them. Some of the inherent pitfalls of importing the wrong data will be discussed.
Leveraging the Power of Appeals
Explore the power of this new feature to Version 2008.0 and see how Appeals can help you manage direct mail exports. You will discover how Appeal ID numbers can help you with your gift batch entry, and then learn how to monitor the appeals sent to individual donors and track
your results.
Major Gift Campaigns
Observe the steps for campaign setup, goal tracking and reporting. You will also learn techniques for solicitor management and explore the various field options within campaigns.
Matching Gifts Expanded Options
Observe the new management of companies vs. individuals and examine the new way to enter matching company gifts. Learn how to track multiple matching website policies per company which are now allowed.
Maximizing the Benefits of Summaries
Examine the various summaries available and explore subtotals, gift types and more. Learn how to save your favorite summaries to your Home page.
Planned Giving
Learn the ABC’s of Planned giving by learning how to track the ultimate gift and enter all types of planned gifts. Review the planned giving reports and see how this module works in concert with the rest of your Donor2 system.
Professional Services
Be introduced to our new Professional Services department and learn about the services offered. See a completed project plan.
Prospect Research – The New Major Gifts Module
See the latest incarnation of the Prospect Research Module, now known as the Major Gifts module. You will learn how your workflow can be automated based on prospect type templates and observe how to put the power of multiple Prospect Profiles to work for you.
Seeing Your Donor/Prospects a New Way, Part 1
Become familiar with the whole new way to view Donor/Prospects. You will learn how individuals and companies are now more distinct and how to maneuver within the new look. Other options for customization will be shown including 360 view and tab selection.
Seeing Your Donor/Prospects a New Way, Part 2
Continue the exploration of the new Donor interface with an introduction to the new pages found on a Donor’s record including Affiliations, Appeals and Alternate ID’s.
Special Events – from Planning to Evaluation
Learn what to consider when selecting an event so that you can plan for success. You will be given a sample timeline for an event and will see the correct way to invite attendees, enter sponsors, hosts and guests. Summaries and reports evaluating the event will be examined, and the steps for effective follow-up will be discussed.
Thanking Your Donors with Ease
Learn about the options for downloading Receipt Acknowledgments. You will explore the options in Word to make the single download efficient and learn some Word tips to make your job easier.
Using Filters Efficiently
Learn the best approach for filter management and get tips for your own organization. The advanced sections of filters and bits will be reviewed, and you will be shown how to calculate cumulative totals.
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