Click-Through Guides

    1. Worksheet: Grant Action Plans

    1. Create a New Grant Plan

    2. Add a Proposal Manager to a Grants Plan

    3. Manage a Moves or Grants Plan After Receiving a Pledge

    4. Create and Connect a Pledge to Moves and Grants Plans

    1. Close a Grant Plan

    1. Assign Prospect Research Including Reason and Type Using the Major Giving Portfolio's Prospect Queue

    1. Setup and Customization of Grants Reports

    2. Review of Helpful Grants Reports

    3. Include Grants in Contributions Reporting

    4. Include Grants in Follow Ups Reporting

    1. Bulk Upload Action Plan Data (En/Es)

Details

  • 1 Worksheet
  • 11 Guides
  • EveryAction

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Built in Collaboration

  • Asian American Advocacy Fund

  • Equitable Recovery & Reconciliation Alliance

  • Grassroots International

  • National Domestic Workers Alliance

  • Showing Up for Racial Justice