Click-Through Guides

    1. Worksheet: Moves Management Action Plans

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

    2. Combine WealthEngine Results with Moves Plan Data

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

    2. Use Follow Ups with Moves Management Action Plans (MMAPs)

    3. Create, Schedule & Complete Follow Ups (En/Es)

    1. Report on Follow Ups (En/Es)

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

    2. Use BCC to Notes (En/Es)

    3. Set up BCC to Notes for Solicitor without EveryAction access

    1. In Progress

Details

  • 1 Worksheet
  • 9 Guides
  • EveryAction, WealthEngine

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Built in Collaboration

  • Asian American Advocacy Fund

  • Equitable Recovery & Reconciliation Alliance

  • National Domestic Workers Alliancent

  • Sachamama

  • Showing Up for Racial Justice