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Advanced Fundraising - Sales

Advanced Fundraising - Sales

In this course you will learn about advanced fundraising features including Pledges, Soft Credits, and Split donations.

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About this course

In this course, you will learn about advanced fundraising features including Pledges, Soft Credits, and Split Donations.

Learning Objectives:

  • Manage Pledges
  • Use Soft Credits
  • Create Split Donations

 

Curriculum

  • Overview
  • Advanced Fundraising Features
  • Pledges
  • Lesson 1 - Watch It: Creating a Pledge
  • Lesson 2 - Create It: Creating a Pledge
  • Lesson 3 - Watch It: Managing Pledge Payments
  • Lesson 4 - Watch It: Sending Pledge Invoices
  • Soft Credits
  • Lesson 1 - Watch It: Adding Soft Credits
  • Lesson 2 - Create It: Adding Soft Credits
  • Lesson 3 - Watch It: Creating a Distribution Rule
  • Lesson 4 - Create It: Creating a Distribution Rule
  • Lesson 5 - Watch It: Customizing a Soft Credit Recipient Acknowledgement Email
  • Lesson 6 - Create It: Customizing a Soft Credit Recipient Acknowledgement Email
  • Splitting Donations
  • Lesson 1 - Watch It: Splitting Donations
  • Lesson 2 - Create It: Splitting Donations
  • Conclusion
  • Review
  • Resources
  • Goodbye!

About this course

In this course, you will learn about advanced fundraising features including Pledges, Soft Credits, and Split Donations.

Learning Objectives:

  • Manage Pledges
  • Use Soft Credits
  • Create Split Donations

 

Curriculum

  • Overview
  • Advanced Fundraising Features
  • Pledges
  • Lesson 1 - Watch It: Creating a Pledge
  • Lesson 2 - Create It: Creating a Pledge
  • Lesson 3 - Watch It: Managing Pledge Payments
  • Lesson 4 - Watch It: Sending Pledge Invoices
  • Soft Credits
  • Lesson 1 - Watch It: Adding Soft Credits
  • Lesson 2 - Create It: Adding Soft Credits
  • Lesson 3 - Watch It: Creating a Distribution Rule
  • Lesson 4 - Create It: Creating a Distribution Rule
  • Lesson 5 - Watch It: Customizing a Soft Credit Recipient Acknowledgement Email
  • Lesson 6 - Create It: Customizing a Soft Credit Recipient Acknowledgement Email
  • Splitting Donations
  • Lesson 1 - Watch It: Splitting Donations
  • Lesson 2 - Create It: Splitting Donations
  • Conclusion
  • Review
  • Resources
  • Goodbye!