TECHNOLOGY TRACK
Technology Track
Advanced Friends Asking Friends―Best Practices T07 both locations
In this session, the presenter will review other applications of the FAF software and discuss how other organizations utilize FAF to improve their online fundraising efforts.
Instructors: Amy Braiterman and Charity Dynamics
BB-CRM―Event Management―In Your Office and Online T06K, T09S
Understand how to use Blackbaud CRM to manage your fundraising events, in not only the office but also online payment and registration options.
Instructors: Don Day, Development Applications Specialist and John Kuehn, Development Specialist, Finance Impact Department, National Council
BB-CRM―Moves Management―Prospect and Stewardship Plans T07K, T10S
In this session, the presenter will discuss the basics of moves management and how to work a major giving prospect through a moves plan.
Instructors: Don Day, Development Applications Specialist and John Kuehn, Development Specialist, Finance Impact Department, National Council
BB-CRM―The Next Step T14K, T12S
In this session, the presenter will discuss the new Blackbaud CRM software rollout and more!
Instructors: Don Day, Development Applications Specialist and John Kuehn, Development Specialist, Finance Impact Department, National Council
BB-CRM―Using the System for Pledges, Payments, and Retrieving Data (Query) T13K, T11S
Participants will understand the revenue features of Blackbaud CRM and how data can be retrieved once it is entered.
Instructors: Don Day, Development Applications Specialist and John Kuehn, Development Specialist, Finance Impact Department, National Council
The Role of Online Fundraising in the BSA―Tools Available T01 both locations
This session will discuss how online fundraising could fit into your council’s overall fundraising strategy. The presenter will discuss tools available to your council through Blackbaud Sphere and “A Place to Give.”
Instructors: Don Day, Development Applications Specialist and John Kuehn, Development Specialist, Finance Impact Department, National Council
Introduction to BB-CRM―Constituents and Appeals―Preparing for Change T09K, T08S
Participants will learn the basics of the new Blackbaud CRM software, the building blocks of constituents and appeals in this session.
Instructors: Don Day, Development Applications Specialist and John Kuehn, Development Specialist, Finance Impact Department, National Council
Introduction to Sphere Friends Asking Friends With Amy Braiterman T04 both locations
This is a beginner’s session to Sphere Friends Asking Friends. This session will explore the types of events and the how and why. Amy Braiterman, an expert from Blackbaud, will conduct hands-on training.
Understanding Target Analytics and ResearchPoint T02 both locations
A tool available in Blackbaud CRM is Target Analytics and ResearchPoint. These tools are great for not only online integration into the CRM record but also in bulk prospect research. Understand how this can improve your council’s overall efforts.
Instructors: Don Day, Development Applications Specialist and John Kuehn, Development Specialist, Finance Impact Department, National Council
Using Blackbaud Kintera Sphere―Events and Activities Features T03 both locations
Online event registration is becoming more and more popular as time goes on. Learn how to use Kintera Sphere for your online activities and events.
Instructors: Don Day, Development Applications Specialist and John Kuehn, Development Specialist, Finance Impact Department, National Council
