High Touch Fundraising

Manage major-gift relationships using portfolios, pipelines, and dashboards to guide donors toward deeper engagement.

High Touch Fundraising Basics

Understanding Donor Leveling

How do I use Donor Levels in reporting?

How do I create a donor leveling structure?

How do I setup Donor Leveling for my organization?

How do I view a contact's Donor Level?

Planned Giving

Understanding Planned Giving Plans

Understanding Planned Giving Information Request Tracking

Understanding Prospect Search and Planned Gifts Reporting

How do I search using Activist Codes for planned giving prospects?

How do I search using Planned Giving details?

Moves Management

Understanding Moves Management Action Plans

Understanding Moves Management Action Plan Search and Reporting

How do I export Moves Management data?

How do I search for Moves Management Action Plans?

How do I use the Major Giving Portfolio to track action plans?

Grant Management

How do I create a grant plan?

How do I search for and report on grants?

How do I upload grant plans in bulk?

How do I delete a grant plan?

How do I edit or copy a grant plan?

Donor Management & Engagement

Understanding High Touch Fundraising Follow-Ups

Understanding Major Giving Portfolio

How do I manage Action Plans in the Major Giving Portfolio?

How do I use donor cards in the Major Giving Portfolio?

How do I use the Cultivate tab in Major Giving Portfolio?