Become a Donorfy whizz with

Donorfy Training

Bespoke Donorfy training for you and your team.

 

Bespoke Donorfy Training for you and your team

Whether you’ve just started using Donorfy, have some new starters in your team, or want a bit of a refresher, our training services can ensure you’re fully equipped to become a Donorfy Pro.

From a refresher session to specific features, like Financial processing, we’ll make a plan to ensure you’re fully equipped on Donorfy.


What we’ll do:

  • An initial call will help identify your training needs

  • We’ll pull together a bespoke series of sessions for your team members, as much as you need

  • We’ll create fantastic, interactive sessions that will leave you feeling empowered and skilled in using Donorfy


 
 

Meet one of Our Donorfy trainerS, Chloe

I’ve been working with charities to help them get more from their data since 2015. I’ve worked with Donorfy since 2019, first as part of the team and now as a certified Donorfy Partner.

I’ve worked with many charities to get them up and running with Donorfy and am here to ensure you can become a Donorfy Pro too!

 
Featured
Groundswell
Groundswell

Core Insights were really helpful and took the time to carefully explain things and find solutions to any problems we were having. Really glad we chose the Onboarding option for our charity. We only have 2 fundraisers, and as a small team needed the extra guidance and help that Onboarding provided. I'd definitely recommend it, and it was great value for money for the support on offer.

-Jennie Payne, Fundraising Manager, Groundswell

BAAS Educational Trust
BAAS Educational Trust

I found the Donorfy Health Check sessions very helpful and good fun. We walked through each area that Donorfy offers, with practical advice and then homework to make improvements. By the end of the five sessions, I was clear on where my areas of growth were and had a clear path to implement this myself or get support. I now feel Donorfy is working for me and I can continue unphased. Thank you so much.

-Joanna Powell, Treasurer, BAAS Educational Trust

Air Ambulances Trust
Air Ambulances Trust

Chloe was excellent at virtually holding our hands throughout the whole process of Donorfy Onboarding, answering any questions we had, supporting us with the journey and being patient when we needed to recap things! I would thoroughly recommend the Donorfy Onboarding service to anyone who is switching to Donorfy - it gives you the confidence and knowledge to launch a new system.

-Emma Carter, Air Ambulances Trust

Off The Fence
Off The Fence

Chloe Parker as our onboarder and the Donorfy Support team have been a delightful introduction (in every sense!) to Donorfy. Patient, well resourced and great communicators, they have made the transition to Donorfy a smooth one. We can already see many ways of streamlining our operation as a result. Thoroughly recommended.

-Roy Stannard FRSA, Head of Income Generation and Comms, Off The Fence Trust

SAVE Britain's Heritage
SAVE Britain's Heritage

I thought the Donorfy onboarding sessions were really helpful and thorough. Despite having a good understanding of how the CRM worked, it was useful to break down what I needed it to do so that initial Word document I filled out really helped.

-Joanna Wright, SAVE Britain’s Heritage

 

Let’s chat about your Donorfy training needs: