Finish the Year Off Strong - December 2015 Altru Education & Training Update

In December, we are wrapping up the Masters Workshops focused on having the best possible end of year with Altru. We’re focusing on end of year reporting and improving or updating your acknowledgement letters. I’ve also posted the classes that we ran in October and November on data clean-up and health, Appeals, and Query tips. You can check them out on our consolidated Altru Training page under the Masters Workshop header.

Altru Masters Workshop: Improving your Acknowledgements – December 2nd – 1-2pm ET – Register here

This Masters Workshop explores the best practices for one of your most important donor communications: your acknowledgements! During this hour-long session we will review acknowledgement configuration, offer suggestions for improved segmentation, demonstrate adding common merge fields, and provide tips and tricks for using the letter content editor.

Altru Masters Workshop: End of Year Reporting and Analysis Part I – December 7th – 1-2pm ET – Register here

In this one-hour instructor-led hour session, we will discuss things you should do to prepare for your Annual Report such as basic end of year reporting including attendance for the year and revenue tracking. This is the first of a two-part series.  Part II must be enrolled in separately.

Altru Masters Workshop: End of Year Reporting and Analysis Part II – December 14th – 1-2pm ET – Register here

In this one-hour instructor-led follow-up to the End of Year Reporting and Analysis Part I session, we will discuss in-depth end of year reporting and preparation for the new year. Topics include writing off unpaid pledges, creating future fiscal years, grant reporting, and sending out annual statements to your donors. This is the second session of a two-part series.  Part I must be enrolled in separately. We recommend attending Part I as a prerequisite for Part II.

Did you know?

While these are special Masters Workshop sessions are run live only once or twice a year, we record them whenever possible and post the recording and a copy of the class materials on our website. Check out the past Masters Workshops.

And as always, we have our regularly scheduled classes:

Appeals & Mailings 101 – November 30, December 18

Batch 101 – December 4, 21

Daily Financial Reconciliation – November 30, December 17

General Sales 101 – December 11, 30

Introduction to Altru – December 7, 23

Managing Group Sales Reservations – December 10, 29

Membership Communications – November 30, December 14

Membership Setup 101 – December 9, 21

Merchandise 101 – December 10, 17

Query 101 – December 3, 15

Query 201 – December 3, 16

Revenue 101 – December 8

Ticketing Setup 101 – December 9, 22

Web Forms 101 – December 2, 16

Don’t forget, you can get to all of our Altru education resources by visiting www.blackbaud.com/altru-training. Make it a bookmark in your web browser today!