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This manual has been designed primarily as a reference guide to be used in conjunction with the Fundraisers training course.
Users who complete this course will be able to use prospect identification tools, create and manage Research Groups, create and manage Prospect records, use the My Fundraiser page and complete prospect plans from creation through to creating Acknowledgement Letters. You will require the Development Professional DARS role in order to access and use the functionality described in this manual. If you are unsure of your role and access rights to the DARS system, please contact the DARS Helpdesk.
This training user guide is split into the sequential sections listed below. To jump straight to a particular section, please click on the section headings below.
- Identify Prospects
- Define Prospects
- Create and Manage Prospect Plans
- My Fundraiser Page
- Custom Acknowledgement Letters
- One-to-one Revenue Acknowledgements
- Revenue Acknowledgement Tasks
- Constituent Letter Templates
- Bulk Revenue Acknowledgements
- Reviewing Constituent Revenue Records
- Fundraising Queries