Advance Gift Inquiry

This course provides an overview of Advance Web gift transaction details.

Course Description

Participants will learn how to identify the different types of transactions and the data populated within each transaction. Below are other items that will be reviewed:

  • Matching gifts
  • Donor advised funds
  • Allocations
  • Pledges and pledge schedules
  • Appeal codes

Instructor

Teri Robinson

Date | Time | Location

 

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