- Unit 1: Start with a template
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What you'll learn in Unit 1
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The basics
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Fundraising templates
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Fundraising events
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Digital fundraising campaign
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Grant tracking
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Start with your own spreadsheet
- Unit 2: Map out your schedule with Timeline
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What you'll learn in Unit 2
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Tip for using Timeline
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Timeline overview
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Multi-select and move
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Dependency conflict shift
- Unit 3: Develop fundraising assets with approvals
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What you'll learn in Unit 3
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Create an approval task
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Tip for creating approvals
- Unit 4: Provide status updates
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What you'll learn in Unit 4
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Add members to your project
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Report project status
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Tip on reporting cadence
- Unit 5: Create your own custom template
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What you'll learn in Unit 5
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Templatize your fundraising work
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Create your own custom template
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Check your understanding
- Unit 6: Additional resources for your fundraising use case
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Resources for your fundraising use case
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Tell us what you think
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Congratulations!
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!
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
