Alumni & Development: Working with Constituents & Gifts

Alumni & Development: Working with Constituents & Gifts Training Agenda

Estimated Time: 2 hours

Audience: Individual(s) responsible entering constituents and recording gifts, notes and acknowledgments.

Prerequisites:

• Introduction to Campus Cafe for Functional Users

Topics:

1. Enter a Constituent (Friend, Donor, Corporate Partner, etc.)
   • Constituent Detail
2. Search for Constituents
   • Navigation Bar
   • Quick Search
   • Alumni Finder
3. Org Finder
4. Record Gift
   • One-time Gift
   • Pledge
5. Gift Cash Batch
6. Soft Credits
7. Gift Finder
8. Activities
9. Relationships
10. Reports