Income and donation management course
Summary
This advanced course is aimed at existing Donor Strategy users. The course provides delegates with a chance to understand the concepts of the recording and managing Gifts and processing Gift Aid.
It is an opportunity to learn best practice for managing your Gifts and Gift Aid in Donor Strategy and discuss related features.
Please note: this schedule may be subject to change.
Who should attend?
This course is intended for existing users who are familiar with recording gifts and wish to gain a clear understanding of all aspects of gift management.
Course location
This course can be run on-site, from our training facility or on location. Please check for availability.
Course overview
Morning session
Introduction Recording gifts Managing pledges Gift Aid in depth Banking Claiming
Afternoon session
Campaign management Event giving Grant and legacy giving Membership paymentsWorking with regular payments Direct Debits Reports and linking to accounts
Course timings
09:30 10:00 Arrival and setup
10:00 12:30 Morning session
12:30 13:30 Lunch and discussion
13:30 15:30 Afternoon session
15:30 16:30 Questions and close
Note: There are regular breaks throughout the day.
Delegate requirements
You may use your own machine if you have a portable computer that you wish to use for this course, otherwise machines will be provided. Please let us know if you intend to bring your own machine.
Lunch is provided; please let us know as soon as possible if you have any special dietary requirements.
Please note that once a course has been booked, we require at least one week's notice for cancellations.
Please click here for pricing and availability.
To book to attend this training course, please email madge.dobson@donorstrategy.com