Synergetic: Fundraising
This course provides an overview of maintaining Fundraising, Receipting & prospects within Synergetic
Description
IMPORTANT:
We now offer tailored training for schools instead of training labs on fixed dates, giving your team practical support shaped around your needs, experience levels, roles and processes.
Book a discovery session so we can build a practical training plan that gives your team the right support at the right time.
When making your booking, please use the code 'Fundraising' in the ticket # field.
Requirements
To get the most out of your Training, it is highly encouraged that you turn on your camera. There is no single thing that will make as big a difference in the quality of your collaboration than turning your cameras on.
Learning Outcomes
This course enables participants to:
- Maintain donor and prospect data
- Fundraising (gifts and pledges)
- Prospect tracking
- Archiving items that have been donated
- Extract data on a record using the profile report
- Receipting
- Gifts and pledges
- Processing receipts using Cash Receipts Entry