Online Training: Managing Constituents

Idealware seminars are designed to give you the tactical advice you need to make smart software decisions. You can take one of our live online seminars, which are capped at 25 participants so you'll have lots of opportunity to ask questions and get the information you need. All you need is an internet connection and a phone line to participate in these 90-minute workshops. For an in-depth lesson, check out Idealware's online courses. These intense, five and six part trainings are offered in partnership with state associations across the country. Or check out our library of 17 (and growing) recorded seminars ready to go, whenever you need them.

Online Training: Managing Constituents

  • Donor Management Systems Toolkit
    July 9, 1:00 pm - July 30, 2:30 pm Eastern. $225.00

    Most nonprofits have donors they rely on. Most nonprofits care a lot about their donors. But do you have the right donor management system to help you keep track of them?

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  • Recording: Choosing a Low Cost Donor Database
    $20.00

    The right database can help you track all of your contacts and related data in a manageable, efficient way that ensures your information is current, accessible and reportable. In this recording of a seminar, we take a closer look at the most commonly used, affordable databases and what each might offer your organization.

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  • Recording: 10 Mistakes in Choosing Donor Databases
    $20.00

    How do you choose a donor database that will support successful fundraising? The software is only half the story. In this recording of an online seminar, Fundraising technology strategist Robert Weiner walks through ten common mistakes that can prevent you from selecting the right database and managing it effectively.

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  • FREE Lunch and Learn: Software for Fundraising
    $0.00

     In this inaugural version of our half-hour long "Lunch and Learn" recordings, Laura Quinn walks through at a high level the types of software that can help with fundraising, from the basics to the more advanced, as covered by our Field Guide to Software for Nonprofits.

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  • FREE! eLearning - Constituent Chaos
    $0.00

     You likely need to track many different kinds of constituents - donors, volunteers, clients, members, email subscribers, and many more.  What's more, many people fall into more than one of these buckets. Should you be tracking all those people in one database?  Many?  How can you bring order to all these different types of information to get a full picture of who you're working with and how?  This 10 minute interactive module walks you through the options for database systems and integration to help you decide what's best for you.

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  • Recording: Online Survey Tools & Techniques
    $20.00

     It's never been easier to conduct surveys, with a plethora of solid and useful tools that help you create online survey instruments.  We'll talk through the lower cost and a few of the more robust online survey tools that are available, and look at a few in action.  We'll wind up with best practices on designing a solid and reputable online survey, recruiting participants, and analyzing the data.

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  • RECORDING: Choosing a Volunteer Management System
    $20.00

    How do you keep track of your volunteers? Do you still use pen and paper? Should you buy a new tool for tracking volunteers, or use one that you already have?

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  • On Demand Tactical Tech Planning

    Are you overwhelmed by technology? Relax. Take a deep breath. You’ve come to the right place. Idealware’s On Demand Tactical Technology Planning will help you out of the technology doldrums and help you assess your organization’s technology infrastructure and address your current and future needs. Take the online training at your own pace, and use the associated workbook to help apply what you’re learning to your own organization. When you complete the training, you’ll have a fully realized tactical technology action plan to guide your nonprofit.

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  • Recording: Donor Management System Best Practices
    $20.00

    You have a donor management system, but how do you get the most out of it while maintaining it for optimal efficiency? It’s important to keep your data useful and clean, but how do you do that—and how do you take advantage of all the hidden gems that are in there to make your data truly work for you? Join us to learn about donor management software best practices, including customizing  your system to your organization’s needs, cleaning data, defining data standards and coding, and the importance of training staff to enter and extract data efficiently.

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  • RECORDING: Service Beyond Geography: Using Technology to Serve People Remotely
    $20.00

    This class was first presented at the 2013 National Nonprofit Technology Conference.

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