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Reeher Recorded Training Sessions

These recorded training sessions provide bite-sized overviews to introduce you to new functionality or refresh your memory.  We have introductory videos to help you get started on the right.  Additional videos are organized into categories below.  Just click the Thumbnail to get started.

  • Annual Fund
  • Major Giving
  • Targeter
  • Platform Features

We also have a number of our Webinars recorded and available for you to watch.

You can also view recordings of the presentations from our most recent Reeher Vista Executive Conferences and Annual Fund Boot Camp.

 

 


 

 


 

Annual Fund

Introduction to the Annual Fund Layer

11 min

Annual Fund Operating Report

11 min

Working with Appeals25 min
An Alternative Model for Annual Fund29 min

Reeher 6-Square Segmentation

23 min

Annual Fund Spring Tune Up

22 min

How Effective are LYBUNT Strategies?20 min

2015 Reeher Annual Fund Boot Camp

Major Giving

Introduction to the Major Giving Layer

8 min

Introduction to Activity Center

9 min

Targeter Queries Every Gift Officer Should Have

16 min

Targeter Queries Every Officer Manager Should Have

30 min

Short Time to Money Prospects

19 min

Identifying Planned Giving Prospects

30 min

 Portfolio Hygiene for Gift Officers

12 min

 Portfolio Hygiene for Gift Officer Managers

15 min

*NEW* Prescription for Prospect Management7 min

 

 

 

Platform Features

Introduction to the Advancement Layer                    

 9 min

Introduction to the Reeher Mobile App6 min

*NEW* Introduction to Officer Goals Management

8 min
*NEW* Introduction to Setting Officer Goals14 min

Control Panel -  Advanced Training

12 min

Introduction to Affinity Clusters

30 min

 

 

 

Targeter

Introduction to Targeter

 

 

16 min

Travel Planning with Targeter

15 min

Add List - Uploading Files to the Platform

 3 min
Identifying Emerging Prospects3 min

 

Recorded Webinars

Category          

Training Video                                                                          

Duration

Click to Launch

Major GivingMaximizing the Talents of your Officers and Researchers - Mar. 201645 minLaunch
OverviewReviewing the Reeher QMS - Jan. 201632 minLaunch
Major GivingImpact of and Investment in Top 100 Donors - Dec. 2015
30 minLaunch
Major GivingGoal Setting for Gift Officers with JR Blackburn - Oct. 201551 minLaunch
OverviewAnnual Predictive Scores & Emerging Prospects for FY2016 - Aug. 201530 minLaunch
Major GivingProposal Reporting Update - Jul. 201536 minLaunch
Major GivingReviewing Officer Performance - Jun. 201545 minLaunch
Annual FundAnnual Fund Forecasts and the Path to Strategic Goal Setting - May 201527 minLaunch
Major GivingCustomer Spotlight - Beyond the Campaign: Laying the Foundation to Raise More - Mar. 201530 minLaunch
Major GivingTravel Planning with Targeter - Feb. 201530 minLaunch
Annual FundHow Effective are LYBUNT Strategies? - Jan. 201530 minLaunch
OverviewViewport Redesign & Drill Down Analytics - Jan. 201522 minLaunch
Major GivingIdentifying Your Planned Giving Prospects - Dec. 201447 minLaunch
Major GivingReviewing Officer Performance - April 201434 minLaunch

Overview

Reeher Predictive Models - Jan. 2014

36 minLaunch
Major GivingProposal Pipeline Management - Sept. 201335 minLaunch
Annual FundAnnual Giving Segmentation Strategy - Sept. 201337 minLaunch

Major Giving

Identifying Short Time to Money Prospects - April 2013

45 min

Launch

Annual Fund

Annual Giving - End of Year Push - April 2013

50 min

Launch

Major GivingPortfolio Hygiene for Gift Officers - March 201329 minLaunch