Donorfy Training: Manage Your Regular Givers

About this course

Grow your Donorfy knowledge with Donorfy Training: Manage your Regular Givers.

During this 3-hour session, you will learn how to manage existing direct debits and standing orders for your constituents that are managed by external agencies. We will also look at how to create payment files for your donations. You will also have the opportunity to practice for yourself within our training environment.

Whether you are new to Donorfy, or simply need to refresh your knowledge, this course is for you.  

Prerequisites

Before starting this course, if you are new to Donorfy we recommend taking our Donorfy Training: Fundamentals I and Fundamentals II training courses.

Next Course:August 18th, 9:30am – 11:30m

Course Delivery: Live Group Training by webinar

Price: £195 (+VAT) or sign up to our unlimited Donorfy Training Bundle

This course will cover:

Z

Understand the language and terminology used within Donorfy

Z

Explore the different options for processing your direct debits and understand how the process works

Z

Learn how to set up a direct debit or standing order on a constituent record

Z

Understand the different types of payment collection methods

Z

Discover how to create direct debit instruction files

Z

Understand how to record various types of transactions on a constituent record batches

Z

Understand how to manage your direct debits

“It’s been a pleasure to work with DonorCare, and the impact your support will have will be far reaching. The move for us to a better, more efficient system, will cut costs, save time and help us raise more income to help people affected by homelessness in our community. So thank you!”

Amy Hinks
Booth Centre

4
5

Contact DonorCare

To sign up for this course, fill in the form below – specifying the course title in the ‘How can we help?’ section.