Online Giving
- Register GC MOTO devices and enable Record a Gift for Gift Officer teams
- Connect and understand Stripe, PayPal, and DAFpay accounts
- Configure school time zone, postal address, tax receipts, and other settings
- Set donation-form defaults and manage reusable school fields
- Manage membership purchases, renewals, payment details, and cancellations
- Create and launch a membership Giving Form
Events
- Manage reusable event fields and Events administrators
- Enable event capabilities and use school-wide event tools
- Manage event auctions, bidding, checkout, and closeout
- Build event reports, exports, and unique tracking links
- Configure event gifts, tax-deductible amounts, and paid registrations
- Manage guest lists, attendance, check-in, QR codes, and name tags
Gift Officer
- Use GC Connections and Agent Hub safely
- Configure Gift Officer school settings and user notifications
- Use Gift Officer activity analytics and configure metrics
- Use Gift Officer texting, calling, and personal video
- Send Gift Officer email and manage templates or the connected mailbox
- Build cadences, cadence templates, and manage active instances
Volunteer Management
- Use the current VMS Outreach Hub, segments, drafts, and outbox
- Configure and submit Giving Propensity
- Publish resources, agreements, announcements, tasks, notes, and tags
- Understand VMS dashboards, donor tiles, reporting, and exports
- Email, text, message, and notify volunteers
- Use VMS imports, received files, data management, and fiscal-year rollover
Outreach
- Manage Outreach roles, administrators, sender settings, and usage
- Export Outreach reporting and recipient history
- Create text outreach and manage conversations
- Understand delivery, bounces, spam placement, opens, and clicks
- Manage unsubscribes, topics, suppression, exclusions, and duplicate recipients
- Test, schedule, duplicate, cancel, and send Outreach
Data and Integrations
- Configure reporting identifiers, webhooks, and outbound data settings
- Connect an email-marketing provider and manage list sync
- Review records that could not export to Blackbaud RE NXT
- Connect and authorize Salesforce for data imports
- Choose reporting dates, time zones, and reconciliation fields
- Create and govern school-level custom fields
Platform and Access
- Manage administrator notifications and object groups
- Review subscriptions, usage, capabilities, and account contacts
- Use Benchmarking and interpret cohort comparisons
- Create and manage donor status definitions
- Configure institution-wide dates, restrictions, AI, affiliations, and fonts
- Use the School Dashboard and understand its statistics
Wealth
- Share Wealth datapoints and manage Wealth administrators
- Interpret Wealth dashboards and campaign analytics
- Create, pause, resume, and delete Wealth notification rules
- Build Wealth school lists, personal lists, and portfolios
- Search wealth constituents and understand profile data
- Upload constituents for wealth screening