Manage nonprofit fundraising and engagement with Microsoft Cloud for Nonprofit 

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