Fundraising with Philanthropy and Partnerships

Building lasting relationships with major donors requires a structured approach to managing complex interactions and contributions. This text-based course guides you through the foundational concepts of the Philanthropy and Partnerships application, showing you how to turn data into meaningful donor journeys. You will start by learning core fundraising terminology, navigating the application interface, and setting up basic donor profiles. As you progress, you will discover how to track major gifts, manage pipelines, and apply modern donor privacy practices to keep your data secure. By the end of this course, you will be prepared to manage complex donor relationships and optimize your fundraising workflows. What you'll learn: - Understand the foundational concepts of donor management and philanthropy tracking - Configure donor profiles and map complex relationships within the application - Manage major gift pipelines from initial cultivation to final stewardship - Track grant applications and collaborative partnerships effectively - Apply modern data privacy and security standards to protect sensitive donor information - Generate actionable fundraising reports to measure campaign success. This course begins with essential definitions and step-by-step setup guides, moving systematically into relationship mapping and pipeline management. It is designed specifically for beginners in fundraising, non-profit administration, or donor relations, with no prior experience in the application required. Start reading today to elevate your fundraising strategy.