The Plans Page in GC GO School Settings

Welcome! Solicitation plans are how your gift officers map out the path to a gift — the strategy for moving a constituent from “we should talk” to “thank you for your generosity.” The Plans page in School Settings is where you set up the vocabulary behind those plans: the Plan Types that describe a plan’s goal, and the Plan Stages that track where a constituent sits in the solicitation cycle.

This guide walks through the whole page — titled Plan Settings — covering both lists: what they’re for, what ships by default, how to add, rename, reorder, and remove entries, and how your choices show up when a gift officer builds a plan.

What this page controls

The Plan Settings page manages two separate lists, each shaping a different part of a solicitation plan:

• Plan Types — “Plan Types allow you to differentiate between the goals of various plans. The Plan Type is required to be selected when creating a new plan and will be visible on the details of a Plan.”
• Plan Stages — “Plan Stages allow you to denote where in the solicitation cycle a constituent is with a given Plan. Plan Stages can be set on each Plan.”

In short: Plan Type is the why (Major Gift, Reunion Gift, Stewardship), and Plan Stage is the where (Identification, Cultivation, Solicitation). Both are drawn from the lists you manage here.

Where the page lives

From the GC GO menu, open School Settings and click Plans. The page opens as Plan Settings, with two sections stacked top to bottom: Plan Types first, then Plan Stages. Each section shows its own list of entries and a + Add Another button.

Every entry in a list displays:

• Its name.
• Whether it’s Selectable or Not Selectable.
• A drag handle to reorder, an edit (pencil) icon, and a delete (trash) icon.

What's defaulted

Your school starts with a sensible set in each list, which you can rename, reorder, add to, or trim:

Plan Types: Annual Fund, Leadership Gift, Major Gift, Principal Gift, Qualification, Reunion Gift, Stewardship.

Plan Stages: Identification, Qualification, Cultivation, Solicitation, Stewardship.

Add a Plan Type or Plan Stage

The two sections work identically — here’s the flow (shown for a Plan Type; a Plan Stage is the same):

1. In the section you want, click + Add Another. A panel slides in from the right titled Add Plan Type (or Add Plan Stage), with the note: “Create a new plan type. Changes are saved when you click Save.”
2. Enter a Name (required) — e.g. “Capital Campaign.” The placeholder reminds you: “Enter plan type name.”
3. Leave Selectable checked so gift officers can choose it (more on this below).
4. Click Save. The button reads Saving… while it works, then the entry appears in your list.

Rename or edit an entry

1. Click the pencil icon on the entry’s row. The panel opens as Edit Plan Type (or Edit Plan Stage), noting: “Update the plan type name and settings. Changes are saved when you click Save.”
2. Change the Name, toggle Selectable, or both.
3. Click Save.

Renaming carries through — plans already using that type or stage follow the new name automatically.

Selectable vs. Not Selectable

The Selectable checkbox controls whether an entry is offered to gift officers when they build or update a plan:

• Selectable — the type or stage appears as an option.
• Not Selectable — it’s hidden from the options, without being deleted.

This is the graceful way to retire a type or stage you no longer want used going forward: uncheck Selectable instead of deleting. Existing plans that already use it keep it, but no new plan can pick it.

Reorder the list

The order you set is the order gift officers see. To rearrange:

1. Grab an entry by its drag handle.
2. Drag it up or down to the spot you want.
3. Drop it — the new order saves on its own.

For Plan Stages especially, put them in the sequence they actually occur (Identification → Qualification → Cultivation → Solicitation → Stewardship) so the list reads like the real cycle.

Delete an entry

1. Click the trash icon on the entry’s row. A confirmation appears — Delete Plan Type — asking: “Are you sure you want to delete the plan type ‘[name]’? This action cannot be undone.”
2. Click Delete to confirm (or Cancel to keep it).

But an entry can’t always be deleted. The trash icon is grayed out when either of these is true, and hovering shows why:

• It’s in use by an active plan — “Plan Types in use by active Plans cannot be deleted.” (or the Plan Stages equivalent).
• It’s the last one left — “You must have at least one plan type” (or “…at least one plan stage”). Each list must always keep at least one entry.

To remove a type or stage that’s in use, first move the affected plans to a different type or stage, then delete. If you just want it out of the options, uncheck Selectable instead.

How this shows up for gift officers

Your lists directly shape the plan-building experience:

• Plan Type is required on every plan. When a gift officer creates a plan, they must pick a Plan Type from your Selectable types — and it’s shown on the plan’s details.
• Plan Stage tracks progress. Gift officers set a Plan Stage on each plan to show where that constituent is in the cycle, choosing from your Selectable stages.
• Only Selectable entries appear as choices, and they appear in the order you arranged them.

So a clean, well-ordered set of types and stages makes plans faster to build and easier to report on.