CAT115: Gift Development

May 11, 2017

Start Time: 1:00 PM   End Time: 3:30 PM

This is a hands-on instructor-led training session in a computer lab designed for Central and School-based major gift, principal gift, gift planning development, Annual Fund, Reunion, Alumni and Donor Relations, Special Events, and Leadership Giving development staff, Corporate and Foundation Relations staff, and Prospect Management staff. 

You will learn about the biographic, giving and prospect management modules in CATracks and much more. 

Audience:  Major and Principal Gift Development, Annual Fund, Reunion, Alumni & donor Relations, and Leadership Giving Development.

Duration:  2.5 hours

Students will learn about:
- Viewing and maintaining basic biographic information, person and organization entities

- Viewing gift information including gifts, pledges, allocations, matching gifts, gift clubs
- Viewing prospect records
- Enter proposals and maintain programs
- Enter ratings, tasks and strategies

- viewing Events and Committees

Location: 1800 Sherman Building Room: NUIT Training Lab (Suite 205)

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