Audience: Refresher Training for University Advancement Fundraisers and Support Staff
Learn time-saving tips and tricks to help you make the most of your working day - using DAD to manage post prospect trip activities.

Request Prospect Manager assignment with plan
Request Unassignment or mark 'Not a Prospect..."
Write meaningful call reports with 1) Synopsis, 2) Analysis, and 3) Next Steps.
Use the My Fundraiser page to efficiently add and update steps on plans
Ensure plan stages are accurate and understand the benefits they provide.
Add and manage opportunities (asks) and naming opportunities (named spaces).
Ensure accurate reporting of secondary solicitor credit.
Update Prospect Contact info
Send pledge documentation to Gifts Team
Request fund agreements/names space agreements
Run the Plans and Steps Report for a periodic portfolio check-up.

Requires: DAD Account with Fundraiser role.

PLEASE NOTE: Registration is required for this event. Use the "Register" link on this page.