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This course explores how to manage major donor relationships in EveryAction using tools like Moves Management, Grants, Planned Giving, and the Major Donor Portfolio. Learn how to track high-touch engagement and grow long-term giving.

 
To complete this course, you must:
  • Watch the training video OR
  • Register for and attend the live training with Q&A OR
  • Review the help article
  •  AND
  • Complete the knowledge check
Summary

Summary

This course is designed for administrators managing high-value relationships in EveryAction. You’ll learn how to track major donor prospects using action plans, portfolios, and planned giving workflows to support deeper engagement and increased giving.

What You’ll Learn in This Course

  • How to use Moves Management Action Plans to track donor progress
  • How to manage and report on Grants and Planned Giving
  • How to use the Major Donor Portfolio tool to assign and monitor prospects
  • How to segment major donors for strategic outreach
  • Best practices for cultivating, stewarding, and upgrading major gifts
  • Where to find reports and tools that support donor-level planning

By the end of this course, you’ll be equipped to organize and manage your major donor program for stronger fundraising outcomes.