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Resource Center: Nonprofit Fundraising Webcast and
Video Library

As part of the Resource Center, we provide recorded webcasts, training videos and how-to support videos to help learn more about nonprofit fund accounting products and services.

Learn about fundraising trends, best practices or discover ways to accomplish difficult tasks by using your fundraising software solution to its maximum functionality. Bookmark this page and check back often for NEW nonprofit fundraising webcasts and videos.

Recorded Educational Webcasts

Visit the Sage Webcast Center to search all Sage product related webcasts.

General

Sage Millennium

Sage Fundraising 50

Sage Fundraising Online

Training Videos

Sage Fundraising 50

  • Constituent Management in Sage Fundraising 50
    You will learn how to:
    • Log on, search, enter, and maintain constituent information.
    • Create individual and organizational records using the Basic card.
    • Set up Name and Address cards in each respective file.
    • Use the Desk Caddy feature.
  • Gift Management in Sage Fundraising 50
    You will examine:
    • The proper procedures for entering and maintaining gift information.
    • The gift code structure that is used for entering gifts.
    • How to add basic gifts such as cash, gift-in-kind, honor/memorial,
      and split gifts.
  • Query Management in Sage Fundraising 50
    You will review:
    • Data entry concepts and methods used when querying for information from within the system.
    • Methods used to create simple Basic queries along with more complex Full queries.
    • How to maintain queries using the Query module tools.
  • Report Management in Sage Fundraising 50
    You will explore:
    • Snapshot Reports, Campaign Overview Report, and a few samples of Standard Reports.
    • How to properly use the Setup design tabs and various other optional tools used in customizing
      your reporting needs.
    • How to properly maintain the reports that you use on a regular basis.
  • Activate Tickler Feature – this is a great tool to easily help you keep track of upcoming deadlines in Sage Fundraising 50.
  • Creating a Defined Field for Total Amount – creating a Defined Field for Total Amount – you can create defined fields to easily help you retrieve information in Sage Fundraising 50.
  • Entering a Contact – you can use the contact file to keep track of communications between your organization and a constituent in Sage Fundraising 50.
  • How to Change a Constituent's Record Type – this feature allows you to easily change a constituent’s record type in Sage Fundraising 50.
  • How to Display Defined Fields in a Report – displaying defined fields as column selections is another way to customize a report to fit your needs in Sage Fundraising 50.
  • How to Use the Show Me Helps – the Show Me Help files are a great way to assist with common tasks in Sage Fundraising 50.
  • Import Wizard – can be used to easily import data into Sage Fundraising 50.
  • Quick Print – this feature allows you to easily produce labels, emails or letters for your constituents in Sage Fundraising 50.
  • Seedling – you can use the Full Query screen to quickly find constituents who have never given to your organization in Sage Fundraising 50.
  • User Defaults – by assigning user defaults, you can make entering data faster and easier in Sage Fundraising 50.
  • Wildcards – you can use wildcards with certain operators to perform advanced query searches in Sage Fundraising 50.

Sage Fundraising Online

Top 5 How-To Support Videos

  1. How the Save, Save As, and OK buttons function in merge fields selections screen in Sage Fundraising 50
  2. How to properly use the Additional name column selection in Name Types table and how this translates to what name type value appears on a Basic card in Sage Fundraising 50 (Knowledgebase article #183551)
  3. Table Maintenance Utility is a helpful tool available to run Integrity checks on various tables as well as identify any Constituent record which may have Address in Sage Fundraising 50
  4. How the Help On Product Module Feature accesses help files for selected modules in Sage Fundraising 50 (a quick launch to the help document for the indicated module
  5. Donor Card features: fiscal year, cash total options (soft credits/match amounts), and setting of fiscal year in Sage Fundraising 50 (Knowledgebase article #185693)

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