*These webinars are not required and can be taken in any order.
Coming Soon: Take a quiz to test your knowledge after completing all 4 – pass and you’ll win a gift card!
| TITLE | DATE | START TIME | REGISTER |
|---|---|---|---|
| First Year User: Part 1: Orientation to DonorSearch, Integrated Search and Generating Detailed Prospect Profiles Join us for a combined orientation to working with DonorSearch and deep dive into the Integrated Search tool and the Detailed Profile. We've got a lot to cover, so plan for a knowledge-packed hour! |
Wed, Jan 15, 2020 | 3:00 PM EST | REGISTER |
| First Year User: Part 2 - Tour of the (NEW) Totals Table Join us for an in-depth tutorial on using the My Portfolio tab to access your screening results, and get an introduction to our segmentation tool- The Totals Table. (We recommend attending this webinar prior to scheduling your screening review). |
Wed, Jan 22nd, 2020 | 3:00 PM EST | REGISTER |
| 1st Year User Part 3: Major Gift Officer Portfolio Building Fuel your field fundraising results with prospect portfolios you generate with and export from the DonorSearch platform. We'll walk through refining screening and research results by capacity, affinity, and philanthropic interest (and much more!), then building and exporting portfolios so your team can take decisive action faster. |
Wed, Jan 28th, 2020 | 3:00 PM EST | REGISTER |