Talisma Fundraising Events

New! Fundraising and Donor Management - CI2018 at Your Desk!

This year, CampusInsight 2018 is coming to you in the comfort of your office at no cost to you and your staff! The Fundraising and Donor Management Track will be delivered virtually through a series of hour-long webinars with the primary focus being on practical and strategic uses of Talisma Fundraising to get the most out of your data and fundraising strategies.

Save the Dates for the Upcoming Talisma Fundraising CI2018 Webinar Series

Date Title Register
Aug 29, 2018
12pm - 1pm ET
V.15.3 and the roadmap for Talisma Fundraising  

Campus Management offers a wider range of opportunities and training formats for gaining knowledge and maximizing results with Talisma Fundraising. Learn best practices and proven strategies for driving donations and support from our product experts.

Talisma Fundraising Classroom Training

Classroom training is offered in our Charlotte, North Carolina office each month. These are instructor-led, hands-on courses.

ESSENTIALS - 3 days - $1275

This course will introduce participants to Talisma Fundraising. During the Essentials session, participants will learn about:

  • Managing all primary aspects of a donor/prospect record
  • Gift entry for all common types of donations, including pledges, matching and soft credit
  • Automating acknowledgements
  • Task management
  • Developing basic filters for pulling reports/exports
  • Development program analysis
  • Reporting
  • User customization
  • Standard administrative tasks

This class is designed for new customers, new users and those who would like refresher training.

Date Class
August 6-8, 2018 ESSENTIALS
Sept 10-12, 2018 ESSENTIALS
Oct 15-17, 2018 ESSENTIALS
Nov 12-14, 2018 ESSENTIALS

Training classes are subject to change or cancellation at the discretion of Campus Management. Please wait to make travel arrangements until you receive a training confirmation.

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Talisma Fundraising Classroom Training

Classroom training is offered in our Charlotte, North Carolina office each month. These are instructor-led, hands-on courses.

ADVANCED - 2 days - $1000

This course explores the more advanced features of Talisma Fundraising. It is designed for the experienced user and focuses on the following areas:

  • Advanced criteria building
  • Complex exporting
  • Custom report writer
  • Importing
  • Recognition clubs
  • Mass Updates
  • Best practices for data management

This course is designed for users who currently work with Talisma Fundraising and are comfortable with basic program functionality and those who are responsible for databases administration and criteria building. Participants should be able to build basic filters and exports on their own before attending this course.

Date Class
Sept 13-14, 2018 ADVANCED

Training classes are subject to change or cancellation at the discretion of Campus Management. Please wait to make travel arrangements until you receive a training confirmation.

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Talisma Fundraising Custom Online Remote Training

Remote training is instructor-led training via computer and phone.

Topic Webinars - 1 session up to 2 hours - $400

These sessions will introduce participants to various topics within Talisma Fundraising. Mix and match specific topics or purchase an Essentials package:

  • Donor/prospect management (2 sessions)
  • Campaigns, motives, funds
  • Gift entry
  • Acknowledgements, analysis
  • Criteria building
  • Exporting and reporting
  • Administrative functions

MODULE – 1 session up to 2 hours - $400

In these sessions, participants explore a specific module associated with Talisma Fundraising. Participants will learn the features, best practices and workflows necessary to utilize the module:

  • Major gifts
  • Membership
  • Online giving
  • Online events
  • Planned giving
  • Special events
  • Volunteer

Purchase one session or purchase a block of sessions for multiple modules.

CUSTOM – 1 session up to 2 hours - $400

In this session, participants explore specific topics selected by the customer. Common topics include:

  • Filtering/reporting
  • Advanced exporting
  • Recognition clubs
  • Home page workshop

Any topic is available for custom remote training.

Module and Custom Training

This training is to be scheduled individually. Work directly with your consultant to schedule remote training.

This training approach is designed for organizations that need to train many people but do not have the budget for travel or onsite training.

Attendance at remote Essentials training entitles each organization access to two hands-on practice databases during the course of the training.

The time allotted for each session includes time for participants to do exercises and review questions on their own prior to the next session.

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Talisma Fundraising Onsite Training

Onsite training is designed to give you the most flexibility in training your team. Choose a standard Essentials or Advanced training agenda or work directly with us to develop a custom training/consulting agenda specific to your needs.

ONSITE – 2 day minimum $1800 a day

For this training, a consultant comes to your location to train or consult with your team. Work directly with the consultant to customize an agenda specific to your team's needs.

The training agenda can utilize components from all standard training offerings, as well as module and custom options. The agenda is developed prior to the consultant coming onsite.

Consultant travel expenses are in addition to the cost of training.

REGIONAL

Do you work with other organizations that use Talisma Fundraising? If so, regional training is a great option! We send a consultant to your region to perform training for several organizations at once. Network, share ideas and minimize travel costs to receive live, instructor-led, hands-on training. Essentials, Advanced and Executive offerings are available.

Do you have a training facility that can host regional training? Get a free seat!

Call for REGIONAL Scheduling Opportunities

Class Cost
2 day
ESSENTIALS

$1000 first attendee

$650 each additional attendee per organization

2 day
ADVANCED

$1000 first attendee

$650 each additional attendee per organization

Training classes are subject to change or cancellation at the discretion of Campus Management. Regional Training requires a minimum number of attendees. Please wait to make travel arrangements until you receive a training confirmation.

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