Re: November 2013: Training, Report Highlight & Upcoming Grant

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Bernstein, Rick A - WHS (Rick.Bernstein@wisconsinhistory.org)
Tue, 5 Nov 2013 09:27:32 -0600



From: "Bernstein, Rick A - WHS" <Rick.Bernstein@wisconsinhistory.org>
Date: Tue, 5 Nov 2013 09:27:32 -0600
Subject: FW: November 2013: Training, Report Highlight & Upcoming Grant
Message-ID: <00AA6B5EE1FBC74AB188B9C284246D89BF99D2F4@MEWMAD0P1701.accounts.wistate.us>

Another convenient opportunity to learn more about PastPerfect.

Rick Bernstein Field Services-Southern Region Wisconsin Historical Society 608 264 6583

Collecting, Preserving and Sharing Stories Since 1846

From: newsletter5@m1.comm100email20.com [mailto:newsletter5@m1.comm100email20.com] On Behalf Of PastPerfect News Sent: Tuesday, November 05, 2013 7:52 AM To: Bernstein, Rick A - WHS Subject: November 2013: Training, Report Highlight & Upcoming Grant

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 Final Online Training Class of 2013 - Sign up Now!

Jennessa Reed

Our last 2013 training class is almost here! Online Training enables you to learn the basics of PastPerfect from the comfort of your home or office. Each training class is designed to be a few hours each day, so you can learn PastPerfect and still have time to perform other duties at your organization.

Managing Contacts, Donations and Memberships with PastPerfect 5.0 December 10-12, 2013 | 10:00 a.m. - 12:30 p.m. ET (7:00 a.m. - 9:30 a.m. PT)

With membership renewals, fundraising drives, and developing mailing lists, many organizations find that contact management is more than a full-time job. We'll show you how PastPerfect 5.0 can make life easier by streamlining many of the tasks involved in good contact management. Over three days, we will cover everything from creating contacts and memberships to documenting donations, dues payments and volunteer hours. Instruction on creating targeted mailings through Contact Lists and using PastPerfect’s Microsoft Word interface for letters will also be covered. We'll also give you tips on emailing contacts and keeping your data safe. Attendees will receive a free copy of the Managing Contacts, Donations, and Membership with PastPerfect 5.0 training CD.

Our Online Training Classes are priced at $86.25/person ($69/person AASLH). Classes fill quickly, so call us TODAY at 1-800-562-6080 to reserve your seat!

________________________________
 Report Highlight - Target Donors Report

Melissa Sheinman

With the end of the year quickly approaching, you may want to send out targeted mailings to contacts who have given donations in past years but not yet in the current year. PastPerfect 5.0’s “Target Donors Donation Summary” report can help you easily find contacts that fit these criteria (available in 5.0C1 or higher).

To use the “Target Donors Donation Summary” report, begin at the Main Menu of PastPerfect and click “Reports.” Under Report Types, click “Dues & Donations” and scroll down to the “Target Donors Donation Summary” report. Click “Run Selected Report” to bring up a screen with options for narrowing the report to fit your needs. This report gives you the ability to narrow your results by date range and fund.

In the example below the goal is to find a list of target donors based on a date range, so most of the default settings are not changed. To find contacts who have given a donation in 2012 but not in 2013, enter the date ranges as follows:

Donated Between: 01/01/2012 and 12/31/2012 But Did Not Donate Between: 01/01/2013 and 12/31/2013

The left side of the "Target Donors Donation Summary" window will look like this:

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Once the dates are entered, the contacts meeting these criteria can be added to an existing contact list by clicking “Save Results to a Contact List” and selecting the list. [To create a list, go to Contact Lists from the Main Menu and click “Create a New List”.] You can now easily contact these people and encourage them to consider donating before the year is through.

If you would like to learn more about contacts management and development in PastPerfect, please consider our upcoming online training class, Managing Contacts, Donations and Membership with PastPerfect 5.0. The class is December 10-12 from 10:00 a.m. – 12:30 p.m. ET, and seats are still available.

________________________________
 Upcoming Grant Information

Jennifer Whitfield

Attention Native American, Native Alaskan, and Native Hawaiian Museums:

I attended a webinar recently on how to apply for a FY2014 Native American/Native Hawaiian Museum Services Program grant. This program provides an opportunity to fund both collections stewardship and online collections sharing projects. Allowable costs include software, computers, and services like technical support.

Institutions may apply for awards that range between $5000 and $50,000. No cost sharing is required; however, projects with cost sharing and that show community support are encouraged. Please note that some application forms have changed, and the new “Digital Content Supplementary Information” form helps organizations describe the project’s technical details outside of the narrative.

Please be sure that your organization has a DUNS Number and current registrations with Sam.gov and Grants.gov. Applications must be submitted through Grants.gov by December 2, 2013. For more information about the application process, eligibility, and helpful recorded webinars, please visit http://imls.gov/applicants/detail.aspx?GrantId=17<http://comm100email20.com/Newsletter/Newsletter_Click.aspx?version=4&type=0&EmailId=503&EmailMessageId=995&UserOrContactId=13491&siteId=45720&LinkId=1967>. IMLS program staff welcome questions and encourage applicants to start early and submit early. Contact Sandra Narva – snarva@imls.gov<mailto:snarva@imls.gov> or Sarah Glass - sglass@imls.gov<mailto:sglass@imls.gov>.

________________________________

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November 2013

 Final 2013 Training Class
 Report Highlight
 Upcoming Grants

________________________________ Upcoming Events

 Nov. 5-6, 2013: Research & Reporting Online Training Class
 Dec. 10-12, 2013: Managing Contacts Online Training Class
________________________________ Office Holiday Schedule
 The PastPerfect office will be closed the following days:

 Thursday, November 28, 2013
 Friday, November 29, 2013
 Wednesday, December 25, 2013
 Wednesday, January 1, 2014
________________________________ Update Release: 5.0C4

The latest update to PastPerfect 5.0, C4, was released September 11, 2013, and contains fixes to the program as well as new features.

The update is free and available for download at our website<http://comm100email20.com/Newsletter/Newsletter_Click.aspx?version=4&type=0&EmailId=503&EmailMessageId=995&UserOrContactId=13491&siteId=45720&LinkId=1930>.

If you have any questions about this update, please call our support office at 1-800-562-6080.

________________________________ From the Blog
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"On November 5, 1940, Franklin Delano Roosevelt is re-elected for an unprecedented third term as president of the United States.

Roosevelt was elected to a third term with the promise of maintaining American neutrality as far as foreign wars were concerned: "Let no man or woman thoughtlessly or falsely talk of American people sending its armies to European fields." But as Hitler's war spread, and the desperation of Britain grew, the president fought for passage of the Lend-Lease Act in Congress, in March 1941, which would commit financial aid to Great Britain and other allies. In August, Roosevelt met with British Prime Minister Winston Churchill to proclaim the Atlantic Charter, which would become the basis of the United Nations; they also drafted a statement to the effect that the United States "would be compelled to take countermeasures" should Japan further encroach in the southwest Pacific." [info<http://comm100email20.com/Newsletter/Newsletter_Click.aspx?version=4&type=0&EmailId=503&EmailMessageId=995&UserOrContactId=13491&siteId=45720&LinkId=1952>]

Photo from the Kentucky Historical Society<http://comm100email20.com/Newsletter/Newsletter_Click.aspx?version=4&type=0&EmailId=503&EmailMessageId=995&UserOrContactId=13491&siteId=45720&LinkId=1951> online collection.

Other events this week in history: November 4, 1842 – Abraham Lincoln and Mary Todd are married November 6, 1860 – President Lincoln elected president November 7, 1944 – FDR reelected for a fourth term November 8, 1895 – German physicist Wilhelm Conrad Rontgen discovers X-rays November 9, 1989 – East Germany opens Berlin Wall November 10, 1969 – Sesame Street debuts

Visit the blog.<http://comm100email20.com/Newsletter/Newsletter_Click.aspx?version=4&type=0&EmailId=503&EmailMessageId=995&UserOrContactId=13491&siteId=45720&LinkId=1940>

PastPerfect Software, Inc. 300 N Pottstown Pike, Ste 200 Exton, PA 19341

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PastPerfect Software, Inc. | 300 North Pottstown Pike, Suite 200 | Exton | PA | USA | 19341

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