Topic: Advancement

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How Do I? – Entering a Proposal

Step-by-step instructions for entering proposals, which are used to track gift solicitations in ANDI.

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Denise Harris

Profile – Denise Harris

Denise is a Prospect Management Analyst on the Advancement Services Prospect Management and Research team.

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How Do I? – Creating a Clipboard

In ANDI, clipboards can be used to run reports or create mailing lists.

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How Do I? – Confidentiality Form

Step-by-step instructions for submitting a Confidentiality Form.

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How Do I? – ANDI Reports Training

Instructions for the Giving Analysis Report, Entity Profile Report, Contact Report Detail, Combo Report, and GPS Report.

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How Do I? – Prospect Maintenance

This guide goes over the various prospect maintenance features available in ANDI.

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How Do I? – Event Entry

Step-by-step instructions for entering proposals, which are used to track gift solicitations in ANDI.

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Dan Ballard

Profile – Dan Ballard

Dan is a Research Analyst on the Advancement Services Prospect Management and Research team.

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Profile – Lucas Moss

Lucas is Director of the Advancement Services Business Intelligence team.

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Andrew Aslinger

Profile – Andrew Aslinger

Andrew is Director of the Advancement Services User Services team.

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