Donorfy Training & Consultancy

Doing good just got better with Donorfy. MakeITaplan can help you fit the missing piece of the jigsaw by delivering expert friendly advice and training. Training is an essential part of your ongoing development and understanding of your software. By investing in training you will be ensuring that all Donorfy users are fully proficient in how to use your system, thereby maximising your organisation’s ongoing strategic development

Below is a list of available Donorfy Training Courses and Consulting options but of course we can design a plan around your specific needs.

Interested in Makeitaplan helping you on Donorfy? Contact Us

A half day Course for those new to Donorfy
or looking to refresh skills

• Overview & Dashboards
• Searching
• Navigating Constituents
  • Profile
  • Timeline
  • Connections
• Task Reminders
• Adding and manage records
• Tagging constituents
• Archiving/Deleting Constituents
• Merging Constituents
• Working with Lists
• Mailchimp
• Help/Support

Half day course for those responsible for managing income

Transaction Entry

• Adding a transaction
• Adding recurring transactions
• Acknowledgments

Campaigns

• Setting up a campaign
• Tracking a campaign
• Adding a Donation Page for your campaign

Opportunities

• Trusts & Major Donors
• Legacies
• Pipeline

Gift Aid

• Overview
• Adding a Gift Aid Declaration
• Confirming Gift Aid declaration
• Claim Submission
• Accounts download

This half day course is aimed at Donorfy
users with responsibility for configuration
and maintenance of the database.

• Users & Security
• Changing your username or password
• Constituent Settings
• Setting up tags
• Setting up documents
• Gift Aid Settings
• Finance Settings
• Integrations

Data Management

• Importing Data
• Data Preparation Template
• Using External Keys
• Importing Constituents
• Importing Timeline Items

A two hour training session focusing on data

• Overview of importing
• Using the data preparation template
• Importing Constituents
• Importing time line items

A two hour training session to learn about Lists in Donorfy

• Understanding Lists
• Creating New lists
• Exporting lists

A two hour training session explaining the gift aid process in Donorfy

• Overview of Gift Aid
• Adding a Gift Aid Declaration
• Confirming Gift Aid declaration
• Claim Submission