Manage nonprofit fundraising and engagement with Microsoft Cloud for Nonprofit

In this module, you will:

• Learn the core capabilities of Fundraising and Engagement used to support donor management and fundraising.
• Understand how key fundraising terminology is used in Fundraising and Engagement.
• Get started with Fundraising and Engagement.

In this module, you will:

• Manage relationships with constituents – individuals, organizations, and households
• Track constituent preferences and activities
• View donation history for a constituent
• Manage payment and address changes for constituents

In this module, you will:

• Understand how transactions work in Fundraising and Engagement
• Process a transaction and view the results
• Create donor commitments and convert them to donations
• Understand and work with recurring donations and pledge schedules

In this module, you will:

• Understand the types of gift batches and how to use them
• Understand the purpose of receipt stacks and receipt logs
• Create and generate receipt and thank-you letter templates
• Refund a gift and write off a pledge

In this module, you will:

• Understand the components involved with managing memberships
• Set up memberships in Fundraising and Engagement
• Add memberships to a constituent

In this module, you will:

• Use dashboards to view major gifts received
• Understand how to use opportunities to manage major moves
• Understand components of an opportunity record
• Understand funding reports
• Create designation plans and donor commitments from an opportunity

In this module, you will:

• Understand how designations are used to allocate funds
• Understand the hierarchy of campaigns, appeals, and packages
• Use designations and campaigns across Fundraising and Engagement
• Create a new campaign, appeal, and package

In this module, you will:

• Set up events in Fundraising and Engagement
• Set up event components (tickets, donations, sponsorships, preferences, products, and disclaimers)
• Use registration packages to register event attendees
• Set up tables for gala events and allocate registrations to tables

In this module, you will:

• Configure and use giving levels
• Set up preference categories
• Configure and use objectives
• Configure objective budgets

• Introduction
• Explain key fundraising terminology
• Get introduced to Fundraising and Engagement
• Get introduced to the Microsoft Cloud for Nonprofit
• Check your knowledge
• Summary

• Introduction
• Work with contacts and organizations
• Track constituent preferences and activities
• View donation information for a constituent
• Manage payment methods and address changes for constituents
• Manage households
• Exercise - Create a household
• Check your knowledge
• Summary

• Introduction
• Work with transactions
• Work with donor commitments
• Work with payment schedules
• Exercise - Process gifts
• Check your knowledge
• Summary

• Introduction
• Gift batches
• Receipts
• Refunds and write-offs
• Check your knowledge
• Summary

• Introduction
• Membership overview
• Membership setup
• Add a membership to a constituent
• Membership instances
• Check your knowledge
• Summary

• Introduction
• Development overview
• Opportunities
• Funding reports
• Create designation plans and donor commitments from an opportunity
• Exercise - Create an opportunity and convert to a donor commitment
• Check your knowledge
• Summary

• Introduction
• Allocate funds using designations
• Manage campaigns
• Work with designations and campaigns
• Exercise - Create a campaign with an appeal and a package
• Check your knowledge
• Summary

• Introduction
• Event management
• Event setup
• Registration packages
• Tickets and event tables
• Exercise - Set up an event and add a registration package
• Check your knowledge
• Summary

• Introduction
• Giving levels
• Preference categories
• Objectives
• Budgets
• Check your knowledge
• Summary