[Donor Management System] Join our Live Training Webinars
Join our weekly live webinars on everything related to our Donor Management System.
You’ll be able to register for as many live webinars as you need. Can’t join at a particular time? Watch a recent recording for each webinar below.
–> Quick Tips before your Live Training Webinar
Getting Started
This session is an overview of how the DMS functions and its most common features.
Experience: Beginner
Duration: 45 minutes
When: Every Monday and Wednesday at 1 pm EST
Pre-requisites: None
Agenda:
Tax Receipting
From configuring your Tax Receipts to issuing, re-issuing and cancelling them, including thanking your donors.
Experience: Intermediate
Duration: 30 minutes
When: Every Thursday at 3 pm EST
Pre-requisites: Getting Started
Agenda:
- Configuring your Tax Receipts
- Modifying your Tax Receipt Email & Thank-You Message
- Issuing, Re-Issuing & Cancelling Tax Receipts
- Issuing Yearly Tax Receipts
- Thanking your Donor
- Issuing Corrected Tax Receipts
- Learn more
Communicating with your Donors
Learn how to clean your duplicated contacts, create mailing lists and send emails & letters to your donors.
Experience: Intermediate
Duration: 45 minutes
When: Every other week on Tuesdays at 1 pm EST
Pre-requisites: Getting Started
Agenda:
Reporting
Learn how to create lists of contacts and pull standard & customizable reports.
Experience: Intermediate
Duration: 30 minutes
When: Every other week on Tuesdays at 1 pm EST
Pre-requisites: Getting Started
Agenda:
