NEW Recorded Training

These recorded training sessions provide bite-sized overviews to introduce you to new functionality or refresh your memory.

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Annual Fund

Launch	Introduction to the Annual Fund Layer	11 min
Launch	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
Launch	Testing, Testing, Testing for Annual Fund	56 min
Launch	Annual Fund Segmentation Strategies	35 min
Launch	Annual Fund Spring Tune Up	22 min
Launch	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
Launch	Identifying Planned Giving Prospects	30 min
Launch	Contact Management Basics	27 min
Launch	*NEW* Portfolio Hygiene for Gift Officers	12 min
Launch	*NEW* Portfolio Hygiene for Gift Officer Managers	15 min

Targeter

*NEW* Recorded Training