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. COMING Q3: Create a Moves Plan

    2. COMING Q3: Manage a Moves Plan before Donation

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

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

    1. COMING Q3: Manage a Moves Plan after donation

    1. COMING Q3: Creating Helpful Moves Management Reports

    2. Report on Follow Ups (En/Es)

    1. COMING Q4: Moves Management Plan Yearly Planning and Reset

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

    3. Use BCC to Notes (En/Es)

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

Details

  • 1 Worksheet
  • 8 Guides
  • EveryAction, WealthEngine

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Built in Collaboration

  • Asian American Advocacy Fund

  • National Domestic Workers Alliancent

  • Showing Up for Racial Justice