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REVENUE TRAINING

Topics covered:
  1. How do I search for funds/designations?
  2. What's the difference between a Purpose and a Designation?
  3. How do I see if a scholarship paid out for a student this semester?
  4. How should I communicate if a gift is booked incorrectly?
  5. What's a FYFRS (and the difference between the Snapshot version)
  6. What donor/gift information can I share outside of Advancement? (ie. Dept head wants a list of donors/gifts)
  7. How to find active members of a Recognition Program?
  8. What's included in the One Clemson Lifetime Donation? (business glossary) How could I verify it (smart query)
  9. How is the Reinvestment Fee counted/subtracted in gifts?
  10. What's the difference between Revenue and Recognition?
  11. Explain the Giving Summary on a constituent's Revenue tab
  12. Explain the details of a gift/pledge/payment/recurring gift.

part 1: cadence revenue training

PART 2: CADENCE Revenue Training