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Welcome Video
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Course Introduction
- Matching Gifts
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Lesson 1 - Donation Matching Features and Capabilities
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Lesson 2 - Watch It: Configuring Donation Matching
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Lesson 3 - Practice It: Configuring Donation Matching
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Lesson 4 - Watch It: Creating a Donation Match
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Lesson 5 - Practice It: Creating a Donation Match
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Lesson 6 - Watch It: Editing Donation Matches
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Lesson 7 - Practice It: Editing Donation Matches
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Lesson 8 - Ended Donation Matches
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Lesson 9 - Watch It: Ending Donation Matches
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Lesson 10 - Practice It: Ending Donation Matches
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Lesson 11 - CRM Sync and Donation Matching
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Lesson 12 - Donation Matching Automated Emails
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Lesson 13 - Donation Matching Reports
- Course Conclusion
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Review
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Resources
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Good Bye!
Neon Fundraise: Matching Gifts
This course will demonstrate how to set up, create, edit, end, and fulfill donation matches.
This course will demonstrate how to set up, create, edit, end, and fulfill donation matches.
Learning Objectives:
- Define donation matching
- Describe how to set up a donation match
- Describe how to create a donation match
- Describe how to edit a donation match
- Describe how to end and fulfill a donation match
- Describe which donation matching data is synced to Neon CRM
- Describe how to locate donation matching reports
- Describe how to edit automated emails for donation matching