Sage Fundraising 50 Basics

  • Topic: Sage Fundraising 50: Classroom
  • Date: 7/14/2010
  • Time: 9:00 AM - 5:00 PM EST
  • Location: TBD
  • Method: Classroom
  • Cost: $350 USD
  • Silver and Gold ClientCare Members Deduct 10%. Learn More about our ClientCare program.

Learn to login and set up user and data entry defaults and become familiar with system utilities.  Enter and maintain constituent information, including names and addresses.

Learn the proper procedures for entering and maintaining information on various gift types, including cash, gift in kind, honor/memorial, split gifts, pledges, matching gifts and soft credits.  You will also learn how to create proposals, enter relationships, track resume information and keep track of contacts with your constituents.  See the power of attributes and learn to enter them in the system. 

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Call us at 207-221-0340 for more details.



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207.221.0340
United Way of Greater Portland has been a happy Soft Trac customer for several years. With an annual campaign approaching $9 million and funds distributed among thousands of agencies nationwide, Soft Trac's dedicated and talented staff helped develop personalized solutions to meet our unique accounting needs. Soft Trac's support to our team has been integral to our support to the community.

Bryan O'Connor
Accounting Manager
United Way of Greater Portland