Fundraising & Compliance

NGP 102

Take your NGP skills to the next level. In this training, you’ll learn about many things, including exporting, managing Asks, and refunding contributions. This training covers core tools that can help you efficiently manage your data so it can fuel your fundraising efforts.

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Course description 

NGP 102 builds on the fundamentals of NGP 101 by expanding on several topics and reviewing more tools we haven’t covered yet. This session covers more key tools that make NGP a powerful recordkeeping and fundraising tool.

Join us for a walkthrough of some helpful features, contact fields, and data management tips.

What you’ll learn: 

  • Managing Asks: Using the Call Time List page to manage and prepare Asks for Call Time Mobile
  • Contribution management: How to refund contributions and how to use acknowledgements
  • Financial Batch Manager: How to use the Financial Batch Manager to group contributions together
  • Exports: Different methods of how to set up and run exports
  • Data Best Practices: Some helpful tips for managing your data

By the end of this training, you’ll be more equipped to manage your data in NGP with confidence.

Who this is for: New NGP users and users looking to master the basics

Course duration: 40 minutes

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