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FR50308 – Fundraising 50 Advanced Query

Has your Annual Campaign Officer requested a report providing each constituent’s total giving to this year’s Annual Campaign?

View this recorded session and discover how to create your own defined fields used to calculate and store site-specific information. Review the difference between a full and an advanced query. Learn to create advanced queries which also include comparison queries by using defined fields from various query cards.

FR50309 – Fundraising 50 Advanced Reporting

Do you use giving levels to recognize your donors for their contributions?

Acknowledging the contributions of your family of donors is important in sustaining a lasting relationship with them. View this recorded session to discover how to define giving levels within Fundraising 50. Learn how to create detailed custom reports utilizing customized defined fields and giving levels. Explore how to create a custom export file using calculated amounts.

MIPC302 – MIP Cloud Accounting Admin and Setup: Self-Study

Course Level: Basic
Prerequisite: Participants must have access to the web component of MIP Cloud prior to class.
Recommended Prerequisite: None
Instructional Method: Self-Study (virtual trainer plus comprehensive training guide)
Recommended CPE Credits: Not Eligible for CPE
Access Period: One Year from Purchase
Estimated Time to Complete: Two Hours

This self-study course tours the available setup items in your MIP Cloud database as it pertains to your general ledger and reporting. You will learn how to set up chart of account codes and use the model account feature. This is followed by a discussion on features critical to reporting with closing account assignments and offset account assignments. We also include a section on expediting data entry and preventing errors with lessons on distribution codes and account code combinations. Finally, you’ll learn how to attach documents to the available transaction types in the application

For additional training, and to learn more about administrative setup of the application, attend the “FA201 – System Administration” course.

After completing this course, you will be able to:

  • Create chart of accounts codes, and use model accounts.
  • Create offset account assignments, closing account assignments, account code combinations and distribution codes.
  • Distinguish between valid and invalid account code combinations.
  • List which forms the attachments feature is available for in the application, and demonstrate how to attach documents.

GSM302 GiveSmart Fundraise Donation Form and Text-to-Donate

The GiveSmart Fundraise Donation Form and Text-to-Donate class is designed to empower administrators with the knowledge and skill needed to successfully set up and maintain a fundraising campaign using a donation form and/or text-to-donate within GiveSmart Fundraise.
The required class will familiarize learners with core concepts of creating Campaigns, text-to-donate keywords, donation forms, and confirmation pages. The course also covers managing the mobile experience and fulfillment reminders.

GSM303 GiveSmart Fundraise Crowdfunding/Peer-to-Peer

The GiveSmart Fundraise Crowdfunding /Peer-to-Peer course is designed to empower administrators and users with the knowledge and skill needed to successfully set up and maintain a Crowdfunding/Peer-to-Peer campaign within GiveSmart Fundraise.
The self-study class will familiarize learners with core concepts of creating and maintaining Campaigns, including activities, keywords, and landing pages. The course also covers designing donation forms and confirmation pages.

GSM304 GiveSmart Fundraise Reporting

Course Level: Basic
Recommended CPE Credits:Not Eligible for CPE

Reporting within GiveSmart Fundraise allows your organization to retrieve data about your supporters and their transactions. The GiveSmart Fundraise Reporting training course is designed to empower administrators and users with the knowledge and skill needed to successfully generate reports within GiveSmart Fundraise.