DART

Overview This document details how to add; and edit a prospect plan manually, without using the Plan Wizard, in the Donor & Alumni Relationship Tool (DART). Contents Add a Prospect Plan Edit a Prospect Plan Screenshots: Add a Prospect Plan Back to Top

Overview This document details how to add and view prospect research requests in the Donor & Alumni Relationship Tool (DART). Important Information Only fundraisers can request research be done. Step-by-Step Process Click the Prospects drop-down arrow. Click Add a prospect research request. Note Required fields are Prospect name, Research type, Request reason and Requested by.

OverviewThis document describes how to view information about a purpose (aka a fund) in the Donor & Alumni Relationship Tool (DART), and view/enter the fund’s donor intent information.

Overview This procedure details how to process Game Day Event Requests in the Donor & Alumni Relationship Tool (DART).

Overview This procedure details how to setup Game Day Events in the Donor & Alumni Relationship Tool (DART).

Overview This procedure details how setup Game Day Events in the Donor & Alumni Relationship Tool (DART).

Overview This document details how to create a gift membership and how to transfer a membership in the Donor & Alumni Relationship Tool (DART).

Overview This document details how to process memberships in the Donor & Alumni Relationship Tool (DART).  This process involves receiving/reviewing a weekly gift report, and comparing those gifts with the revenue transactions that result from the membership contribution process.  The gift report may include additional entries that will need to be manually updated in the system.

OverviewThis document details how to process membership renewal requests in the Donor & Alumni Relationship Tool (DART).

Overview This document describes how to search for a constituent in the Donor & Alumni Relationship Tool (DART).