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Arbor Prospect Management Session 1

Monday, September 09, 2019, 10:00am - 12:00pm
This repeat is an exception to the normal repeat pattern


Prerequisite: ARBOR Fundamentals


Objective:  This course presents a closer look into the Prospect Management screens and functions within ARBOR that is used to manage major gift prospect activity. This course provides an introduction to Prospect Management as well as key terms and definitions. Participants will have a first-hand look into tracking identified prospects, discovery visits, the Prospect Management assignment process and stage moves up to and including soliciting a gift.

Who Should Attend: Major Gift Officers, Gift Planning Officers and other Advancement Officers/Support Staff responsible for maintaining Prospect Management information such as submitting assignment requests, moving stages, managing prospect contacts and planned gifts.

Disclaimer: Any unforeseen circumstances resulting in short notice changes or cancellations will be communicated by e-mail as early as possible. Please check your email 1 hour prior to arriving for class for any possible last-minute notifications.



Location: 256 McCaul street, Room 109
Presenter: Helen Lee