Donation Management

Required Pre-Reading all Attendees

  1. Anatomy of the Windows – Private, Corporate and Contact

  2. Reports and Extracts Notes

Session 1:      1.5 Hours Donors, Funders, and Advocates 

Includes a review of Private, Corporate, and Contact Windows

  1. Individuals and Couples

  2. Using Significant Other

  3. Using Shared Donor Summary

  4. Setting up Corporate Contacts

  5. Lookup Tables

Session 1A    1.5 Hours Campaign Setup and How It Affects Donation Totals

  1. Donations

  2. Gifts in Kind

  3. Grants

  4. Third-Party Events

  5. Campaign Profile

  6. Associated Reports

  7. Lookup Tables

Session 2:      2.0 Hours Receipting

  1. Entering Donations

    1. Cash

    2. Gifts in Kind

    3. Grants

    4. Third-Party

  2. Batch Reports

  3. Update to Master

  4. Corrections

  5. Receipting

    1. Printing Receipts

    2. Resetting Receipts where errors exist

    3. Incomplete Donation Handling Report

    4. Gift Notification Report for In Memory and In Honour of donations

    5. Campaign Prospect Report

    6. Demographic Report

  6. Making a copy of a Receipt

  7. Lookup Tables

Session 3:     Managing Monthly Donors

2 Hours with an Additional Hour for clients with iATS Integration

  1. Setting up a pledge master record.

  2. Putting pledges into process

    1. Pledge Transaction Report

  3. Handling Declines and making modifications

  4. Posting Pledges.

  5. Pledge Status Report

Session 3A:  1.5 Hour Building your Database & Your Knowledge Management Capability

  1. Lookup Tables

  2. Donor relationships and Dickens

  3. Research Information

  4. Reports

  5. EaseKMS \ Communications Tab

Session 4:      1 Hours Q-Xpress

  1. Extracting information for mailings

  2. Extracting for Donor Recognition

  3. Running Excludes

  4. Global Assigns and Deletes

  5. Finding Consistent Donors

Session 5:      1.5 Hours Reports: Analytics and Stewardship

  1. The Donor Profile Report

  2. Members with Donation Amounts

  3. Campaign Reports and Graphics

  4. Donation Analysis Report

  5. Campaign Contribution Analysis Report

  6. Corporate Contacts Profile Report

  7. Contributor Listing Report

  8. RFM Report

  9. Donor Retention Report

  10. Review Summary Report

  11. Supported by Year - Campaign Report

 

Email us at ease@batschgroup.com with the seminars you would like to take listed by the section number.

Please includes suggested dates.

Days available include Tuesday through Thursday

Recommended times are from 10:00 AM - Noon or 1:30 – 3:30 PM Mountain Time.

Longer sessions can be booked upon request.