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CiviCRM Training

CiviCRM is so intuitive and straightforward that anyone can get something out of it just by logging in. However, effective training can dramatically improve your learning curve, help you fully leverage CiviCRM's power, and give you ideas for different ways you can effectively use it to advance your mission.

Custom Training

Greenleaf Advancement offers custom on-site and remote training sessions for wherever your organization might be on its CiviCRM journey. We have experience training groups that are just beginning with CiviCRM, groups that have worked with the system a while and are ready to take the next step, and groups who feel they may have gotten off course with their system. We help organizations frame their data and business processes in ways that make them easier to represent in Civi, maximizing system and organizational effectiveness. Let's have a discussion about your needs and how we might help.


Back by popular demand! We will once again be running our popular CiviLunch webinar series on a weekly basis, providing free one-hour training sessions on CiviCRM. These sessions are both a great refresher for those who have been using the system a while, as well as a cost-effective and efficient way to get new members of your staff and volunteer corps up to speed.

As a way to give back to the CiviCRM community, CiviLunch sessions are open to the general public, however seating is limited and first preference will be given to Greenleaf clients. Non-Greenleaf clients may register at any time; your registration will be confirmed at the time you register, but your participation can not be guaranteed until the morning of the session.

Check the schedule below and register for your choice of sessions today. Seats are limited, so don't delay. Registration closes at midnight on the day of the session. The webinar details will be sent out about an hour before the session begins.

Upcoming Events

CiviLunch Webinar - Batch Gift Entry & Acknowledgement
February 28th, 2018
Entering and Acknowledging Gifts Using Batch Entry

CiviLunch Webinar - Profiles
March 7th, 2018
Utilizing Profiles to collect and display data

CiviLunch Webinar - Organizing Your Contacts in CiviCRM
March 14th, 2018
Categorizing and Managing Your Contacts for Maximum Effectiveness

CiviLunch Webinar - Searching Effectively, Part 1
March 21st, 2018
Utilizing some of the various search tools in CiviCRM

CiviLunch Webinar - Searching Effectively, Part 2
March 28th, 2018
Utilizing the more advanced search tools in CiviCRM

CiviLunch Webinar - Using Custom Fields
April 4th, 2018
Using custom fields in CiviCRM to capture and report on a wide variety of data (more...)

CiviLunch Webinar - Creating Price Sets
April 11th, 2018
Creating & Using the Sets of Choices Available for Contributions, Events, (more...)

CiviLunch Webinar - Using CiviEvent
April 18th, 2018
Configuring and using CiviEvent to Manage Events

CiviLunch Webinar - Using CiviMember
April 25th, 2018
Using the membership module in CiviCRM