*This training is only available to staff in organizations that have implemented or will be implementing United Way's Shared CRM.

Shared CRM for Fundraisers, delivered by Beyond the Horizon, prepares your fundraisers to use Shared CRM to track, manage and grow relationships with individuals and companies.

During two half-days of hands-on, immersive training, fundraisers learn the fundamentals of Shared CRM's relationship management functionality, from Contact and Account Management to Leadership Giving and logging Activities. Fundraising End Users also learn an overview of basic financial processes to help ensure that key information flows through the entire business cycle - from donation to payout. 

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This program is designed for fundraisers that are new to Shared CRM; this includes seasonal or temporary staff who may be helping with employee campaign efforts, new employees or team members who are new to the fundraising function.

This course covers core functionality of Shared CRM, but each local United Way may have specific business processes in their use of Shared CRM that should be taught to new learners as a complement to this training.

Standard participant registration cost for this program is $345 per person.

As you plan, keep in mind that this event is eligible for flexible credit use! Check out the flexible credit policy (United Way Online access required) for details about flexible credits. 


This virtual training is comprised of sessions taking place during two concurrent half-days. Current session dates are listed below. 

August Training    
Wednesday August 11 1:00 pm - 5:00 pm ET
Thursday August 12 1:00 pm - 5:00 pm ET



"The trainers were very engaging, and I loved that everyone made it fun and talked about real world challenges and solutions."

"The instructors and BTH staff were excellent. Everyone I interacted wiht was knowledgeable, friendly, and entertaining and answered the billions of questions that we threw at them with grace." 


"I came in without much knowledge of SCRM and I really enjoyed the overall structure of the training. It was a lgoical progression and walked me through the whole system really well."

"Thank you so much to the BTH team! This training was really well thought through and you all came with such great expertise and willingness to troubleshoot and problem-solve with us on the fly too. I appreciated how interactive it felt with the polls, knowledge checks, and exercises."