- Unit 1: Start with a Portfolio
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What you'll learn in Unit 1
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Overview of Portfolios
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A fundraising Portfolio
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One organization’s fundraising story
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Up next
- Unit 2: Setting up your Portfolio
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What you'll learn in Unit 2
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Create your fundraising Portfolio
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Tip for your fundraising Portfolio
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Add custom fields to your Portfolio
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Fields to consider
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Join the community
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Try it yourself
- Unit 3: Using a Portfolio to track your fundraising
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What you'll learn in Unit 3
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Share the Portfolio with your teammates
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Track the status of your fundraising efforts
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Check your understanding
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Tell us what you think
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Congratulations!
Monitor your fundraising goals
Learn how to use Asana to monitor all of your development efforts towards your fundraising goals!
Nonprofit development work covers a varied landscape. Your organization may fund your mission through sponsorships, grants, individual giving, events, fee-for-service, and more. Having multiple revenue streams is the status quo for most nonprofits, but how do you keep track of where you stand toward your goals with so many different fundraising channels? In this course, find out how to use Asana to monitor your development efforts toward your fundraising goals.
Who should take this course:
If you're new to Asana Starter, Advanced, Enterprise, and Enterprise+ tiers, or legacy tiers, Premium, Business, and Legacy Enterprise, and you want to learn how to use it to monitor your organization’s fundraising efforts, this course is for you. Who are you?
- “I’m a nonprofit executive who wants a birds-eye view of my organization’s fundraising activities.”
- “I’m a Director of Development who needs to track my team’s fundraising activities and report upon progress.”
- “I’m an individual contributor on the development team who wants to better understand how my fundraising projects ladder up to overall team progress.”
By the end of this course, you'll be able to:
- Understand the value of Asana Portfolios for fundraising
- Create your own Portfolio to see all fundraising projects in one place
- Collect insights on the status of your fundraising projects
Course expectations:
- Watch 5 short on-demand videos.
- Complete 1 short quiz.
- Apply what you learn to track your own fundraising goals.
Time:
- 5-8 minutes per unit
- 20 minutes for the entire course
