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GAIL Research & Prospect Management (RPM) – Online
April 27 @ 10:00 am - 11:30 am
Name of training: GAIL Research & Prospect Management (RPM)
Length: 1.5 hours
Who is this for: Required for major gift officers, annual gift officers, and any other development professional who has or will have a portfolio of prospects. (If you assist someone with a portfolio you should also take this class, however not all information in some reports will be accessible.)
Prerequisites: GAIL 101 All Users training
Description: The GAIL Research & Prospect Management (RPM) course was designed to help fundraisers use our database to develop long-term, meaningful relationships between UGA and its donors. As a fundraiser at UGA, you are expected to manage a portfolio of over 50 individuals and/or organizations. That’s a lot! You’re going to need a full arsenal of tools and information to keep yourself organized and on top of your prospects and that is what RPM training is all about. You will learn how to set up detailed giving plans, locate useful metrics, accept or reject referrals, submit research requests, and much more!
Please Note: Student workers, graduate assistants, interns, and temporary employees are ineligible to attend this class. For more information, please see this article.