Income and donation management course
Summary
This advanced course is aimed at existing IRIS 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 IRIS 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 work with the Finance module and wish to gain a clear understanding of all aspects of gift management
Course Location
This course is normally run at our training facilities in London. In certain circumstances it can be run at our Head Office or at your offices.
Course overview
Morning session
Creating a new transactionManaging pledges Gift AidBanking and claiming
Afternoon session
Campaigns and EventsGrantsManaging regular transactions: Direct Debits and standing orders
Questions and answers
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 16:00 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 charlotte.pike@iris.co.uk