Group
Web Learning
The
budget alternative for web-based learning. Join a JMT consultant
along with other Sage Fundraising 100 users to learn, in detail
specific agenda items. Group web learning sessions are led
by an instructor and scheduled for a specific date and time.
All you need is a computer, phone, and an Internet connection.
Everything happens live, so you can ask questions and interact
with other participants.
JMT Extended Value Plan participants
can take these web classes for free!
Learn more about the JMT Extended Value Plan by clicking
here.
Purchase classes
individually or all classes at once.
Purchase 5
August classes at once by clicking
here.
Purchase 5
September classes at once by clicking
here.
Upcoming
Classes
Introduction
to Sage Fundraising 100
Do
you have new staff members that need to get up to speed on
Sage Fundraising 100 or considering purchasing the product?
Learn how to easily maneuver through the database using navigation
tools and discover the many views that comprise each constituent's
record. Please note: this course is designed for new users
and prospective customers).
Recommended
Prerequisites: None
Fees and
Dates Offered:
Introduction to
Sage Fundraising 100: August 6, 2008, 10am-12pm ET ($200),
add
to cart
Introduction to
Sage Fundraising 100: September 9, 2008, 1pm-3pm ET ($200),
add
to cart
Sage
Fundraising 100 Constituent Management
Stop
wasting time and money by learning the tricks to efficiently
and cost effectively mail to your donors. This course is designed
to provide you with the basic steps to building and maintaining
your database. Learn how to add and update individual and
corporate donor records. We will also review how to track
key donor information such as addresses, employment, mailing
preferences and more.
Recommended
Prerequisites: Introduction
to Sage Fundraising 100
Fees and
Dates Offered:
Constituent Management:
August 26, 2008, 12pm-2pm ET ($200), add
to cart
Sage
FR100 / Rainbow Basic Groups
Discover
how easy it is to create groups (queries). Who do you want
to see and what information do you want to get out of the
database? Learn how to write criteria statements that enable
you to segment or mine your data for targeted mailings, reports
and exports.
Recommended
Prerequisites:
Constituent Management, Financials 1
Fees and
Dates Offered:
Basic Groups: August
27, 2008, 10am-12pm ET ($200), add
to cart
Sage
Fundraising 100 Events Manager
Discover
the process of building and tracking an event, including its
activities, from start to finish. Learn how to manage ticket
fees and registration to seating assignment and volunteer
information track all of your event information in one place.
Realize the importance of event snapshot reports that provide
real-time event numbers as well as the standard events reports
to help you manage your event even more closely.
Recommended
Prerequisites: Introduction
to Sage Fundraising 100
Fees and
Dates Offered:
Events Manager:
August 28, 2008, 2pm-4pm ET ($200), add
to cart
Sage
Fundraising 100 / Rainbow Basic Adhocs
Need
custom or adhoc reports? Join us to learn how to extract the
information you are looking for using the necessary techniques.
Use criteria snippets to save time and ensure consistency
to create report templates that can be run by other staff.
Find out how to display the information in your preferred
format.
Recommended
Prerequisites:
Constituent Management, Financials 1, Basic Groups
Fees and
Dates Offered:
Basic Adhocs: August
27, 2008, 10am-12pm ET ($200), add
to cart
Sage
Fundraising 100 Financials 1 (Data Entry Sessions, Gifts,
Payments)
Now
that you've received the donations come and learn how to process
the gifts. We'll review the different receivable types that
you can track and learn how to use Data Entry Sessions to
track and control or ensure accurate entry of transactions.
In addition to basic gift entry we will review tributes (in
Memoriam gifts), covered gifts and more. We will review the
Quick Entry feature which allows you the user to customize
the data entry screens to save time by simplifying the data
entry process.
Recommended
Prerequisites:
Constituent Management
Fees and
Dates Offered:
Financials 1:
September 23, 2008, 10am-12pm ET ($200), add
to cart
Sage
Fundraising 100 Financials 2
(Pledges,
pledge payments, installment schedules)
Are
you running a capital campaign or an annual pledge campaign?
Learn how to enter pledges, create and edit installment schedules
and more. We'll review how to enter payments and apply payments
to pledges. Learn how to handle multiple designations. We'll
review how to process monthly installments.
Recommended
Prerequisites:
Constituent Management, Financials 1
Fees and
Dates Offered:
Financials 2: September
24, 2008, 10am-12pm ET ($200), add
to cart
Sage
Fundraising 100 Circles & Committees (Donor Tracking)
Learn
how to track your donor's involvements and determine if a
donor is on your Board of Directors. Discover how to track
donors' committee involvements as well as the important connections
or relationships that exist within your donors. Use the Circles
Manager to track key relationships between a donor and a group
of people. Learn how to create new committees, add committee
members and how to set up scheduled meetings.
Recommended
Prerequisites:
Constituent Management
Fees and
Dates Offered:
Circles & Committees:
September 24, 2008, 2pm-4pm ET ($200), add
to cart
Volunteer
Management
Come
see the new Volunteer Management module in Sage Fundraising
100 version 7.0. Learn how to track volunteer skills and preferences
and match those skills to the volunteer opportunities tracked
within your database.
Recommended
Prerequisites:
Constituent Management
Fees and
Dates Offered:
Volunteer Management:
September 25, 2008, 10am-12pm ET ($200), add
to cart
Terms and conditions:
Classes offered are subject to
capacity restrictions. Registration closes the Friday prior
to the week of classes.
Refunds are not given, however, participants may re-register
one time at no charge if they are unable to attend .
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