Training recommendations

Claudia Wellwood

Hi all. We are setting up a Major Gifts Programme. We have the prospect module on RE NXT and I have done the prospect module training, am signed up for the moves management one. I am looking for suggestions (and links if you have!) of training you would recommend that would be useful for Major gifts - research briefs, reports end so on – these could be classes or pre-recorded webcasts or similar. Many thanks in advance for your recommendations.

Tristan McKee

@Claudia Wellwood Hi! If you're looking to track Major Gifts, I'd say that the Prospect Management & the Moves Management training are right on track. Key is to ensure you're using the Work Center to manage your Actions & Opportunities.

There are some really great webinars on the RENXT On Demand Resource Library for each of these topics as well

Tristan McKee

@Claudia Wellwood One more thing! If you're ever looking for specific training recommendations, you can reach out to one of Blackbaud's Learn Ambassadors at bbulearn@blackbaud.com, and they can provide some suggestions that best fit your goals.

Claudia Wellwood

@Tristan McKee thanks v much. Any recommendations on building auto research briefs for exporting?

Karen Diener

@Tristan McKee:

@Claudia Wellwood Hi! If you're looking to track Major Gifts, I'd say that the Prospect Management & the Moves Management training are right on track. Key is to ensure you're using the Work Center to manage your Actions & Opportunities.

There are some really great webinars on the RENXT On Demand Resource Library for each of these topics as well

Specifically, the webinar “Using Actions and Opportunities to power your fundraising”. There are two of them - this is a link to my favorite of the two.

Start with this, which I personally think is much better than the Blackbaud University training. I manages to be concise but full of information, all at the same time.

Karen