Annual Fund
Introduction to the Annual Fund Layer | 11 min | |
Annual Fund Operating Report | 11 min | |
Launch | *NEW* Working with Appeals | 25 min |
Launch | *NEW* An Alternative Model for Annual Fund | 29 min |
Launch | Focus on Viewports for Annual Fund | 40 min |
Testing, Testing, Testing for Annual Fund | 56 min | |
Launch | Annual Fund Segmentation Strategies | 35 min |
Launch | Annual Fund Spring Tune Up | 22 min |
Diagnosing YTD Performance to Plan for Next Year | 22 min |
Advancement
Major Giving
Launch | Introduction to the Major Giving Layer | 8 min | |
Launch | Overview of Major Giving EVI | 3 min | |
Launch | Targeter Queries Every Gift Officer Should Have | 16 min | |
Launch | Targeter Queries Every Gift Officer Manager Should Have | 30 min | |
Launch | Short Time to Money Prospects | 19 min | |
Identifying Planned Giving Prospects | 30 min | ||
Contact Management Basics | 27 min | ||
Launch | *NEW* Portfolio Hygiene for Gift Officers | 12 min | |
*NEW* Portfolio Hygiene for Gift Officer Managers | 15 min |
Targeter