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Nonprofit CRM Training: Empowering Your Team to Manage Data

Greater Giving

In this guide, we’ll provide four CRM training best practices. Provide guidelines on how employees should handle and store data within the CRM system to maintain data integrity and confidentiality. These resources can serve as quick references and reinforce what they’ve learned during training sessions.

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“Two Events in One”: How Celebrity Waiters Put on a Successful Hybrid Fundraiser

Greater Giving

And they made sure the virtual stream included specific instructions for using Greater Giving’s Online Bidding. Plan a safe live event by staying flexible and watching for new guidelines. Pay attention to CDC guidelines and local guidance throughout the planning process, because they can change suddenly.

professionals

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Moderating Forums: a Training Video

Wild Apricot

The first of three training videos produced to guide the volunteer moderators who helped run the British Columbia Library Association's 2009 Teen Reading Club, Moderating Forums is jam-packed with down-to-earth advice and guidelines for creating, nurturing and moderating a successful online community.

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Get Cybersecurity Right for Your Low-Code/No-Code Projects

sgEngage

Create a Security-First Mindset Low-coders are typically business users who may not have formal training in cybersecurity, This makes it imperative for them to receive instruction before creating applications that touch sensitive information. Even fully trained professional developers can make mistakes.

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Trainer’s Notebook: Making Accommodations In Workshops

Beth's Blog: How Nonprofits Can Use Social Media

I believe that interactive training makes for better learning and there is research to back that up. I modify instructions or make accommodations for physical disabilities. I made this part of the instructions. Training is better when you content and instruction is as inclusive as possible.

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Phonathons: The Fundraiser’s Ultimate Guide & 15+ Top Tips

Double the Donation

Train callers on matching gifts. Having a team of well-trained callers is the secret to any successful phonathon campaign. We suggest that you: Identify any knowledge gaps and situations where additional training is needed. Train callers on matching gifts. Create a standardized script. Practice with mock calls.

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Nonprofit Google Ads 101: How to get the Google Ad Grant

Candid

While eligibility guidelines differ by country, in the United States, you must be a 501(c)(3) formed for charitable, educational, religious, literary, scientific, or other tax-exempt purposes. From there, log into your account and follow the instructions to complete the remainder of your application.

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