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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