In partnership with the U of I Universities, UIF Staff will lead participants through the “How to” of prospect management in TED. The session will include information on building & updating plans & opportunities, using templates & steps to manage work, and leveraging the My Fundraiser Page.
We recommend all fundraisers and their staff take this course after completing the “Updating Prospect & Plan Records in TED” or “Reading Prospect Records in TED” curriculum. In order to enroll in this ILC you must enroll in one of those curricula. We recommend the first to fundraisers, and the second to those who will be using prospect records less often.
Instructor: Shannon Sweeney, Training Specialist
Dates offered:
• July 20,1:30-3:30 – Online Webinar
• August 16, 2:30-4:30 – Online Webinar
