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- Explore Fundraising and Engagement's core capabilities for managing donor relationships and automating fundraising processes in Microsoft for Nonprofits.
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.
- Explore Fundraising and Engagement, a Microsoft Dynamics 365 feature for nonprofits offering a comprehensive view of donor activities in Microsoft for Nonprofits.
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
- Explore Fundraising and Engagement, a tool for recording gifts, tracking fundraising efforts, and understanding donor histories in Microsoft Cloud for Nonprofit.
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
- Explore how to manage gifts in Fundraising and Engagement, including processing gift batches, receipts, refunds, and write-offs in Microsoft for Nonprofits.
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
- Explore the importance of memberships in fundraising, understand its management and learn how to set them up in Microsoft for Nonprofits.
In this module, you will:
- Understand the components involved with managing memberships
- Set up memberships in Fundraising and Engagement
- Add memberships to a constituent
- Track and manage major gifts with a fundraising dashboard. Learn how to view gifts received, manage moves, and generate funding reports in Microsoft Cloud for Nonprofit.
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.
- Understand how designations allocate funds and the hierarchy of campaigns, appeals, and packages in Microsoft for Nonprofits.
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.
- Learn how to set up and manage events in Fundraising and Engagement, including creating event components and registering attendees in Microsoft for Nonprofits.
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.
- Configure settings in Fundraising and Engagement for efficient tracking and segmentation, including giving levels, preferences, and objectives in Microsoft for Nonprofits.
In this module, you will:
- Configure and use giving levels.
- Set up preference categories.
- Configure and use objectives.
- Configure objective budgets.
