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 a Moves Management Action Plan

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

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

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

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

    1. Create a List of Contacts by Moves Management Action Plan

    2. 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
  • 12 Guides
  • EveryAction, WealthEngine

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Built in Collaboration

  • Asian American Advocacy Fund

  • Equitable Recovery & Reconciliation Alliance

  • Feminist Women's Healthcare Center

  • Florida Wildlife Federation

  • Grassroots International

  • National Domestic Workers Alliancent

  • Sachamama

  • Showing Up for Racial Justice