Donations Policy and Donorfy Workshop

Astrea Central , The Hub, Hartley Brook Road
Course Tutors
Fran Lightfoot
Admin Contact
Target Audience
School Business Manager
target audience
Course Types
All Courses
Course categories
Business Management
Business Management / Finance
Course description
These workshops have been specifically designed to ensure that relevant training is given to use the Donorfy database. Every Academy must send a representative along to the workshop who will be responsible for ensuring that the Donations Policy is adhered to and that the relevant information is stored correctly in line with regulatory requirements.
Training objectives
This half day workshop is designed to deliver the required training and support and will cover;

- The benefits of Donorfy and how this system will ensure the donations policy is adhered to
- The key features of Donorfy
- How to use Donorfy (there will be a user guide to accompany this training as well as practical hands on learning during the workshop)
- The donations process
- Gift Aid eligibility

Learning outcomes

By the end of this workshop you will be able to;

- Record both financial and none financial gifts on Donorfy
- Ensure compliance in relation to fundraising
- Record applications and terms and conditions of any funding
- Report on income generated in line with PSF coding
Additional Information

All attendees will be set up as users on Donorfy so please book onto the workshop via the Astrea Learning site.

Prior to attending the workshop you will sent an email from Donorfy to confirm you have been set up as a new user. Please ensure you follow the instructions to set up a password and register fully.

Any questions, please feel free to contact Fran Lightfoot
Start Date
Friday 20 September 2019
End Date
Friday 20 September 2019
Closing Date
Thursday 19 September 2019
09:30 - 13:00
Maximum Places
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Number of Sessions