Effective donor stewardship relies on accurate data, timely communication and consistent relationship management. In this course, you’ll learn how to use Tessitura’s tools and workflows to support each step of your stewardship program. These steps range from entering contributions correctly to producing donor recognition lists to managing ongoing engagement touchpoints.

This skill booster course will cover:

Data entry best practices. Learn how proper contribution entry, especially for soft credits, supports accurate stewardship. We’ll also review name formatting conventions, including salutations and recognition names, to ensure clean and consistent output.
Acknowledging contributions. See how to queue, customise and send acknowledgment letters and emails that reflect the specifics of each gift.
Recognising donors. Explore how to pull the data needed for program listings, donor walls, honour rolls and other recognition vehicles.
Tax receipting. Walk through the process of generating and sending compliant tax receipts for payments received within the fiscal year.
Ongoing engagement. Build targeted lists and extract key data for invitations, donor updates and next-ask communications to support year-round donor cultivation.

Is this course for you?

This course is intended for users who are familiar with the basics of contribution processing, data entry and data pulls, and who are looking to understand how Tessitura can better serve their donor stewardship business practices.

Course format

The skill booster course will use a variety of formats, including informative lectures and hands-on exercises. Multiple staff will be available to assist and answer questions. Participants will receive a certificate of completion following an end-of-course assessment.

Immerse yourself in a daylong hands-on course

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