Introduction
In this module, you'll learn how to manage fundraising for major gifts in Fundraising and Engagement. Moves management capabilities include a dashboard to track major gifts, and the creation and management of opportunities to manage solicitations, funding reports, and designation plans. The following users can identify prospects most likely to support their mission and manage the stewardship process and activities.
- Major gift officers
- Prospect researchers
- Other donor stewardship staff who research new and existing donors
Opportunities in Fundraising and Engagement can be used for all types of moves management, including major gifts, corporate sponsorships, and bequests.