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Raiser's Edge and Database Training Course Outlines
Discovery Training Services provides customized database training on Donor Perfect, Raiser's Edge, Microsoft Access, FileMaker, Vision and many other leading database solutions.
- Local and cost -effective training packages
- Flexible options to train onsite for 1 or 100 employees
- Customizable curriculum, exercises and facilitated practice
- Check out the highlights from our last Database User Group - Mastering Lists & the Missing Pieces of Import & Export
Training Course Outlines - click each title to review course outline.
| Subject |
Duration |
| Constituent & Gift Data Entry - Gain a solid foundation to advance to more complex features. Learn data entry in depth and more. |
3 Hours |
| Queries Module - From simple to more complex, learn how to extract meaningful data from your Raiser's Edge® database. This is a one-day class. |
3 Hours or combined with Reports |
| Reports Module - If you need to create reports, this course provides a working knowledge of the many built-in reports in Raiser's Edge®. This is a one-day class. |
3 Hours or combined with Queries |
| Events Management Module - Learn to use the Events module to plan, track and coordinate all your fundraising activities. |
3 Hours |
| Tributes (Memoriam/ Honor Gifts) - Learn to accurately record gifts in honor or memory of someone, acknowledge these gifts and notify the honoree or family members of the gifts. As an added bonus, the Word Merge feature in Mail is also taught as part of the class. |
1-2 Hours |
| Create a Database Protocol Manual - A seminar to aid in developing a constituent and gift data entry procedure manual for your organization. This class will improve the quality of your data by providing guidance for consistent data entry, and to develop a training tool for new hires with a focus on Word templates. This class will provide a workbook, an electronic Word template and a full day to discuss ideas and to document procedures for your organization. |
3 Hours |
| Mail Module - Explore the RE Mail module and master the mail merging function. Learn to produce labels, envelopes, acknowledgement letters, receipts and more. |
3 Hours |
| Import Process & Best Practices - Learn the import feature in Admin, including constituent data and gift data, from external data sources. As an added bonus, attendees will learn some very useful Excel skills, such as "text to columns" and managing finicky zip codes with leading zeros. |
3 Hours, or combined with Export |
| Export Process & Data Clean-up Tips - Learn to export RE data to Access or Excel for further manipulation. Learn to use Export as an alternative to the Mail module. A firm understanding of the constituent and gift records is essential. As an added bonus, attendees will improve their Excel skills as they learn and practice Excel sorting and filtering. |
3 Hours, or combined with Import |
| Customized Curriculum (your topics) |
1 - 3 Hours |
| Executive - Database Overview Course |
1 - 3 Hourrs |
Or have one of our Registrar experts design the right package for your team. Email today and start building out the next level of performance with your fundraising!
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| Customized, Local, Cost Effective Database Training |
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Discover our advantages, including:
- Flexible Training packages available - call us to find the right package for you.
- Customized curriculum - Take one class at a time, or design your own custom course from multiple course selections.
- Customized Classroom Lab Practice - Use your own class exercises, or sample ones created through DTS.
- Customized location - All classes are held onsite at your facility for optimal learning and time management effectiveness, and immediate value added to your employee training.
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