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Administrative Donation Management

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Required Pre-Reading for all Attendees

  1. Anatomy of the Windows – Private, Corporate and Contact

  2. Reports and Extracts Notes

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Introductory Session to @EASE  1 Hour

   We provide an introductory overview of @EASE so that new users and new clients can understand that @EASE has been built with systems to ensure the best possible environment to create and build a donor management system for a charity.

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Session 1:      1.5 Hours Donors, Funders, and Advocates 

Includes a review of Private, Corporate, and Contact Windows

  1. Individuals and Couples

  2. Using Significant Other

  3. Using Shared Donor Summary

  4. Setting up Corporate Contacts

  5. Lookup Tables

  6. Donor Profile

Session 1A    1.5 Hours Campaign Setup and How It Affects Donation Totals

  1. Donations

  2. Gifts in Kind

  3. Grants

  4. Third-Party Events

  5. Campaign Profile

  6. Associated Reports

  7. Lookup Tables

Session 2:      2.0 Hours Receipting

  1. Entering Donations

    1. Cash

    2. Gifts in Kind

    3. Grants

    4. Third-Party

  2. Batch Reports

  3. Update to Master

  4. Corrections

  5. Receipting​​

    1. Incomplete Donation Handling Report

    2. Gift Notification Report for In Memory and In Honour of donations

    3. Campaign Prospect Report

    4. Demographic Report

  6. Setting up a Campaign for eReceipts

  7. Resetting Receipts where errors exist * Only for pre-printed receipts.

  8. PDF and eReceipts

  9. How to make a copy of a Receipt

  10. Lookup Tables

Session 3:      1 Hours Q-Xpress

  1. Extracting Lists for Mail or Email campaigns

  2. Extracting for Donor Recognition

  3. Finding Consistent Donors

  4. Running Excludes

  5. Global Assigns and Deletes

Session 4:   Managing Monthly Donors  Optional Dependent on Charity Requirements

2 Hours with an Additional Hour for clients with iATS Integration

  1. Setting up a pledge master record.

  2. Putting pledges into process

    1. Pledge Transaction Report

  3. Handling Declines and making modifications

  4. Posting Pledges.

  5. Pledge Status Reports

Session 5:  1.5 Hour Building your Database & Your Knowledge Management Capability

  1. Lookup Tables

  2. Donor relationships and Dickens

  3. Research Information

  4. Reports

  5. EaseKMS \ Communications Tab​

Session 6:  2.0 Hours Reports: Analytics and Stewardship

  1. The Donor Profile Report

  2. Members with Donation Amounts

  3. Campaign Reports and Graphics

  4. Donation Analysis Report

  5. Campaign Contribution Analysis Report

  6. Corporate Contacts Profile Report

  7. Contributor Listing Report

  8. RFM Report

  9. Donor Retention Report

  10. Review Summary Report

  11. Supported by Year-Campaign Report

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Special Seminars Available on Request

1. Running a Direct Mail Campaign​​

2. Setting up a Special Event in @EASE

3. Using Donate Now for Special Events

4. Using Donate Now for Peer-to-Peer Events

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