

@EASE



Donation Management
Required Pre-Reading all Attendees
Session 1: 1.5 Hours Donors, Funders, and Advocates
Includes a review of Private, Corporate, and Contact Windows
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Individuals and Couples
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Using Significant Other
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Using Shared Donor Summary
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Setting up Corporate Contacts
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Lookup Tables
Session 1A 1.5 Hours Campaign Setup and How It Affects Donation Totals
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Donations
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Gifts in Kind
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Grants
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Third-Party Events
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Campaign Profile
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Associated Reports
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Lookup Tables
Session 2: 2.0 Hours Receipting
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Entering Donations
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Cash
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Gifts in Kind
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Grants
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Third-Party
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Batch Reports
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Update to Master
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Corrections
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Receipting
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Printing Receipts
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Resetting Receipts where errors exist
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Incomplete Donation Handling Report
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Gift Notification Report for In Memory and In Honour of donations
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Campaign Prospect Report
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Demographic Report
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Making a copy of a Receipt
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Lookup Tables
Session 3: Managing Monthly Donors
2 Hours with an Additional Hour for clients with iATS Integration
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Setting up a pledge master record.
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Putting pledges into process
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Pledge Transaction Report
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Handling Declines and making modifications
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Posting Pledges.
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Pledge Status Report
Session 3A: 1.5 Hour Building your Database & Your Knowledge Management Capability
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Lookup Tables
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Donor relationships and Dickens
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Research Information
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Reports
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EaseKMS \ Communications Tab
Session 4: 1 Hours Q-Xpress
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Extracting information for mailings
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Extracting for Donor Recognition
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Running Excludes
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Global Assigns and Deletes
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Finding Consistent Donors
Session 5: 1.5 Hours Reports: Analytics and Stewardship
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The Donor Profile Report
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Members with Donation Amounts
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Campaign Reports and Graphics
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Donation Analysis Report
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Campaign Contribution Analysis Report
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Corporate Contacts Profile Report
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Contributor Listing Report
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RFM Report
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Donor Retention Report
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Review Summary Report
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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.