Synergetic: Fundraising, Communication and Events

This course provides an overview of maintaining the communication and events functions in Synergetic

Description

The course will cover how to organise and maintain communications such as newsletters, magazines, invitations and information nights along with creating and managing events such as reunions, dinners, conferences and fundraising events.

Target Audience

This course is ideal for anyone who participates in fundraising, prospecting and/or donor receipting for example Development and Community engagement teams

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

Create and maintain communications

Using communication types and notify methods

Create and maintain events
Tabbed in Attendee/guests details