Events
Deep Dives
1 Hour
October 24, 2024 14:00

Deep Dive - Trust & Foundation Grants, & Major Gifts

Sometimes, receiving income can be a drawn-out process that involves multiple stages - all of which can be managed easily through Beacon

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Event details
  • Trust & Foundation Grant Record Type
  • Monitoring Grant Progress
  • Utilising the Pipeline View
  • Major Gifts Record Type
  • Major Gifts Cycle
  • Major Gifts Pipeline
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Watch the video below

In this session we cover
  • Trust & Foundation Grant Record Type
  • Monitoring Grant Progress
  • Utilising the Pipeline View
  • Major Gifts Record Type
  • Major Gifts Cycle
  • Major Gifts Pipeline