Execute your fundraising goals

Execute your fundraising goals

Learn how to execute fundraising more efficiently with Asana so that you have more time to make an impact in the world!

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About this course

Whether planning a fundraising event, scheduling your next campaign for donations, or applying for a grant, funding your organization’s mission takes a lot of work. Find out how to work more efficiently with Asana so that you have more time to impact the world.

Who should take this course:

If you're new to Asana and want to learn how to use it to manage your fundraising events, fundraising campaigns, or grant applications, this course is for you. Who are you?

 

  • “I’m a nonprofit development professional who runs fundraising events for my organization.”
  • “I’m a nonprofit development professional who manages digital fundraising campaigns for my organization.”
  • “I’m a nonprofit development professional who oversees grant applications for my organization.”

Learning objectives:

Whether planning a fundraising event, managing a digital fundraising campaign, or tracking grant applications by the end of this course, you’ll be able to leverage Asana Starter, Advanced, Enterprise, and Enterprise+ tiers, or legacy tiers, Premium, Business, and Legacy Enterprise to...

 

  • Use an Asana template to structure your development work
  • Schedule your fundraising projects with Timeline
  • Speed up and simplify the review process for fundraising assets
  • Share updates on your work so no one is wondering where work stands
  • Create your own custom template to save time on repeatable work

Course expectations:

  • Watch 5 short on-demand videos.
  • Complete 1 short quiz.
  • Apply what you learn to tracking your own fundraising project.

Time:

  • 5 minutes per unit
  • 30 minutes for the entire course

Curriculum30 min

  • Unit 1: Start with a template
  • What you'll learn in Unit 1

     

  • The basics
  • Fundraising templates
  • Fundraising events
  • Digital fundraising campaign
  • Grant tracking
  • Start with your own spreadsheet
  • Unit 2: Map out your schedule with Timeline
  • What you'll learn in Unit 2

     

  • Tip for using Timeline
  • Timeline overview
  • Multi-select and move

     

  • Dependency conflict shift
  • Unit 3: Develop fundraising assets with approvals
  • What you'll learn in Unit 3

     

  • Create an approval task

     

  • Tip for creating approvals
  • Unit 4: Provide status updates
  • What you'll learn in Unit 4
  • Add members to your project
  • Report project status
  • Tip on reporting cadence
  • Unit 5: Create your own custom template
  • What you'll learn in Unit 5
  • Templatize your fundraising work
  • Create your own custom template
  • Check your understanding
  • Unit 6: Additional resources for your fundraising use case
  • Resources for your fundraising use case
  • Tell us what you think

     

  • Congratulations!

     

About this course

Whether planning a fundraising event, scheduling your next campaign for donations, or applying for a grant, funding your organization’s mission takes a lot of work. Find out how to work more efficiently with Asana so that you have more time to impact the world.

Who should take this course:

If you're new to Asana and want to learn how to use it to manage your fundraising events, fundraising campaigns, or grant applications, this course is for you. Who are you?

 

  • “I’m a nonprofit development professional who runs fundraising events for my organization.”
  • “I’m a nonprofit development professional who manages digital fundraising campaigns for my organization.”
  • “I’m a nonprofit development professional who oversees grant applications for my organization.”

Learning objectives:

Whether planning a fundraising event, managing a digital fundraising campaign, or tracking grant applications by the end of this course, you’ll be able to leverage Asana Starter, Advanced, Enterprise, and Enterprise+ tiers, or legacy tiers, Premium, Business, and Legacy Enterprise to...

 

  • Use an Asana template to structure your development work
  • Schedule your fundraising projects with Timeline
  • Speed up and simplify the review process for fundraising assets
  • Share updates on your work so no one is wondering where work stands
  • Create your own custom template to save time on repeatable work

Course expectations:

  • Watch 5 short on-demand videos.
  • Complete 1 short quiz.
  • Apply what you learn to tracking your own fundraising project.

Time:

  • 5 minutes per unit
  • 30 minutes for the entire course

Curriculum30 min

  • Unit 1: Start with a template
  • What you'll learn in Unit 1

     

  • The basics
  • Fundraising templates
  • Fundraising events
  • Digital fundraising campaign
  • Grant tracking
  • Start with your own spreadsheet
  • Unit 2: Map out your schedule with Timeline
  • What you'll learn in Unit 2

     

  • Tip for using Timeline
  • Timeline overview
  • Multi-select and move

     

  • Dependency conflict shift
  • Unit 3: Develop fundraising assets with approvals
  • What you'll learn in Unit 3

     

  • Create an approval task

     

  • Tip for creating approvals
  • Unit 4: Provide status updates
  • What you'll learn in Unit 4
  • Add members to your project
  • Report project status
  • Tip on reporting cadence
  • Unit 5: Create your own custom template
  • What you'll learn in Unit 5
  • Templatize your fundraising work
  • Create your own custom template
  • Check your understanding
  • Unit 6: Additional resources for your fundraising use case
  • Resources for your fundraising use case
  • Tell us what you think

     

  • Congratulations!