DonorPerfect workshops are scheduled around the country and throughout the year for people who use DonorPerfect. This one-day workshop provides you with the opportunity to learn about features that have the most impact on you as development staff, as well as the opportunity to network with others in your area. (Plus you will be able to see any new product changes we have made and how they can be used).
Applying DonorPerfect Concepts
If you want to participate in a thought-provoking exchange of ideas and learn how to apply DonorPerfect concepts for common fundraising tasks, then this workshop is for you. You will find yourself gaining DonorPerfect knowledge and learning about best practices by way of development scenarios, interacting with others in break-out sessions, and having the opportunity to apply DonorPerfect concepts you can take back to the office with you.
Topics for the Workshop
- What’s in Your System?
- Useful counts
- Removing Duplicates
- Data Entry to Mailing Lists
- Timely Thank You’s
- Tracking Engagement with Prospects and Donors
- Streamlined Donation Processing Tools
- Getting the Data You Want
- Showing Targeted Results
- From Report to Excel
- Reports at Your Fingertips
* Depending on your DP package, additional fees may apply for use with all features covered during the workshop.
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 others who use the program. 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)