If you missed the live Training Deep Dive webinar, check out the full recording down below. In this session, Matt Bailey and Amy Vitulli walk through using different aspects of Virtuous to manage your Major Donor process.
To review the upcoming Live Product Training schedule and register, check out this Support Article.
Session Highlights
00:00 - 09:15: Welcome & Defining Key Terms in Major Gifts
09:15 - 13:01: Exploring Major Donor Management Processes
13:01 - 16:47: Utilizing Organization Groups Effectively
16:47 - 22:41: Analyzing Portfolio Giving and Insights
22:41 - 28:51: Customizing Probability to Close
28:51 - 32:28: Engaging Team with Gift Ask Pipeline
32:28 - 37:18: Clarifying Closure Status Definitions
37:18 - 40:22: Introduction to Q&A Engagement
40:22 - 50:18: Defining Major Donor Parameters
50:18 - 58:37: Workflow for Major Donor Qualification
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