Regional Classes

DonorPerfect offers hands on classes for the Installed Version, scheduled around the country and throughout the year. With ample practice time each day, you will receive comprehensive training in data management and reporting.

Classes Offered:

Data Management

Learn the fundamentals of daily DonorPerfect use. Included are the many variations of entering names and addresses, gifts and pledges, the acknowledgement process and managing batches. In addition, we will cover the use of MS Word for creating merged letters, as well as working with links, contacts, and other transactional information.

Experience Level:
Designed for the beginning user; some familiarity with the system is assumed.

Note: For Installed Version Only.

Reports and Filters

Learn the basics of data retrieval and use. How to create simple and compound selections for use in mailings, reports, and exports. We'll also look at running standard reports and labels, as well as financial reporting. Attention is given to setting up fields that calculate totals per donor based on criteria of your choosing. You will also learn the several options for exporting data and the advantages of each.

Experience Level:
Attendance at Data Management class, The Basics webinars, or equivalent training is required. Registrations are subject to approval by our staff.

Note: For Installed Version Only.

Class Schedule

Location (Click for details)
Date
Class (Click for detailed agenda)
Los Angeles CA 02/08/12Data Management
02/09/12Reports and Filters
New York City 04/18/12Data Management
04/19/12Reports and Filters
Chicago IL 05/08/12Data Management
05/09/12Reports and Filters
Philadelphia PA 06/13/12Data Management
06/14/12Reports and Filters
Washington DC 07/18/12Data Management
07/19/12Reports and Filters
CFRE Credit Classes

Have Questions

Click here for answers to frequently asked questions about our training classes.