DonorPerfect workshops are scheduled around the country and throughout the year for users of DonorPerfect. This one-day workshop provides you with the opportunity to learn about the features that have the most impact on you as development staff, as well as the opportunity to interact with other users in your area.
Applying DonorPerfect Concepts
This workshop is for you if you want to participate in a thought-provoking exchange of ideas and commonly used approaches applying DonorPerfect concepts for common fundraising tasks. You will not only learn best practice suggestions, but also review topics such as data entry tips to make reporting and exporting more efficient, contact management to be more aware of prospects and donor engagement, creative ways to use calculated fields for more targeted solicitations and reporting results, as well as a review of tools to help save you time.
Topics for the Workshop
- DP Best Practice Suggestions
- Data Entry Tips
- Contact Management
- Receipts (including Instant Merge)
- Payment Processing Tools *
- Import Example
- Calculated Fields
- Filtering Concepts & Examples
- Reporting and Exporting
* additional fees for this feature may apply
Suggested Experience Level
This workshop is designed for people who have some exposure to DonorPerfect and/or fundraising and wish to benefit from the chance to meet other users and share their insights. If you are uncertain as to whether this is a good fit for you, please give us a call. We do offer other training venues if this is not a good fit for you; these include webinars, virtual training or on-site training.
If you find it helpful to work in a DP system a sample database is available, but you will need to bring your own device (laptop, tablet, etc.), as equipment will not be provided.
(Click for detailed agenda)