Tributes (Memoriam/ Honor Gifts) - Learn to accurately record gifts in honor or memory of someone, acknowledge these gifts and notify the honoree or family members of the gifts. As an added bonus, the Word Merge feature in Mail is also taught as part of the class.
Create a Database Protocol Manual - A seminar to aid in developing a constituent and gift data entry procedure manual for your organization. This class will improve the quality of your data by providing guidance for consistent data entry, and to develop a training tool for new hires with a focus on Word templates. This class will provide a workbook, an electronic Word template and a full day to discuss ideas and to document procedures for your organization.
Mail Module - Explore the RE Mail module and master the mail merging function. Learn to produce labels, envelopes, acknowledgement letters, receipts and more.
Import Process & Best Practices - Learn the import feature in Admin, including constituent data and gift data, from external data sources. As an added bonus, attendees will learn some very useful Excel skills, such as "text to columns" and managing finicky zip codes with leading zeros.
3 Hours, or combined with Export
Export Process & Data Clean-up Tips - Learn to export RE data to Access or Excel for further manipulation. Learn to use Export as an alternative to the Mail module. A firm understanding of the constituent and gift records is essential. As an added bonus, attendees will improve their Excel skills as they learn and practice Excel sorting and filtering.
3 Hours, or combined with Import
Customized Curriculum (your topics)
1 - 3 Hours
Executive - Database Overview Course
1 - 3 Hourrs
Or have one of our Registrar experts design the right package for your team. Email today and start building out the next level of performance with your fundraising!