Training Manuals and Documentation

Advance Security Policies & Forms

• Advance Access Policy
• Advance Scanning Procedure 
• Records Information Release Policy
• FERPA Policy
• University Technology Acceptable Use Policy

Advance Overview

• Advance Training Manual: Complete Guide
• Advance Terminology
• Frequently Asked Questions

Introduction to Advance

• Advisory Councils & Committees
• Contact Report Entry & Reporting
• Solicitation Codes

Lookups: Templates & Page Tree

• Lookup Templates
• Advanced Lookups
• Expert Mode
• Saving Search Criteria

Clipboard

• Creating & Saving a Clipboard
• Importing IDs into Clipboard
• Exclude Function in Clipboard
• Reporting with Clipboard - Context Sensitive Reports

Giving

• Accounts and Allocations
• CASE Reporting Standards & Campaign Counting 
• Corporate and Foundation Giving Views in Advance
• Crediting Guidelines
• Development Requests (Devreqs)
• Donation Delivery Form
• Donation Checklist
• Endowment Process
• Endowment Minimums
• EZ Giving Contribution Form
• Financial Reporting
• Gift Clubs and Giving Societies 
• Joint Giving 
• Matching Gifts
• Methods of Giving (Foreign Currency, Gifts-in-Kind, Payroll Deduction, Securities Transfer, etc.)
• Planned Giving Options (Bequests, Trusts, Annuities, etc.)
• Pledge Types & Definitions (AF Pledge, Conditional Pledge, Will Commitment, etc.)
• Pledge Reminders & Pledge Washing
• Recording/Modifying Gifts & Pledges
• Submitting Gifts to Advancement Services

Prospects and Proposals

• Prospect Assignment Request
• Prospect Research Request
• Prospect Ratings
• Prospect Ratings: Echelon Rating Tier Descriptions
• Prospect Travel Tasks and Next Steps

Appeals, Events and iModules Mass Email Process

• Appeal Code Loader + Reporting on Appeals
• Event Code Loader + Reporting on Events