1. Welcome to SunGard SCT Banner Advancement Overview

2. 2 Before we get started…. u Familiarize yourself with the virtual classroom interface u Review rules of etiquette

3. 3 Chat and Audio Etiquette u Chat n Use chat to ask questions n Use private chat when you have to step away for a minute u Audio n Use your speakerphone n Do not put us on Hold n Put your phone on Mute (if you do not have a mute button, press *6 to turn Mute on, press *7 to turn Mute off

4. 4 In Case of Difficulties…. u Close your web browser and re-log into the event u Send a private chat message to the moderator u Contact virtual classroom support n Helpline (610) 578-6323 n Email - sctu_vc@sct.com

5. 5 Introductions n Name n Organization n Title/function n Job responsibilities n SCT Banner experience n Expectations

6. 6 Objectives u At the end of this workbook, you will be able to: u Identify the features and functions of the Advancement System u Describe the main features and primary forms for the following Advancement System modules: u Constituent Processing u Organizations

7. 7 Objectives, Continued u Campaigns u Designations u Gift Processing u Pledge Processing u Gift Society u Acknowledgement Processing u Population Selection u Letter Generation

8. 8 Objectives, Continued u Matching Gift Processing Prospect Management u Self Service for Advancement Officers Membership Solicitor Organizations Event Management Self Service for Alumni and Friends u Describe some of the additional services provided by the Advancement System

9. 9 Agenda u Process Introduction u Advancement System Menu u Advancement System Modules u Quick Flows u Question and Answer

10. 10 Before we begin… u Training Workbook n Used as a supplement to on-line course n Will be referenced by instructor n Includes detail about the SCT Banner forms n Contains procedures, self check, and screen shots

11. 11 Advancement Process

12. 12 Advancement System Menu From the Banner main menu, select the Advancement module.

13. 13 Advancement System Module- Constituent Processing u Using the Constituent Processing module enables you to n distinguish the alumni and development population from others by establishing and maintaining comprehensive records on all constituents

14. 14 Advancement System Module- Membership u Using the Membership Modules allows n an institution to track donors’ involvement in membership programs, due payment entry, reminder and renewal notice mailings, and acknowledgement

15. 15 Advancement System Module- Prospect Management u Using the Prospect Management module enables you to n contain features that support prospect identification, pool segmentation, research, and tracking

16. 16 Advancement System Module- Designation u Using the Designation Module enables you to n establish relationships between gift designations, the finance system, and VSE gift categories

17. 17 Advancement System Module- Solicitor Organizations u Using Solicitor Organizations Processing Module enables you to n design and assist in effectively managing fund raising organizations

18. 18 Advancement System Module- Campaign u Using the Campaign processing serves two main functions in the area of tracking and controlling fundraising activity n allows you to create campaigns that reflect the structure and priorities of your fundraising program n provides managers with the information that they need to run efficient, goal-oriented campaigns

19. 19 Advancement System Module- Pledge u Using Pledge Processing enables you to n establish and maintain pledges for constituents and organizations

20. 20 Advancement System Module- Gift and Pledge Payment u Using the Gift and Pledge Payment Processing enables you to n records and tracks gifts, pledge payments, and matching gifts n analyzes solicitation methods and reviews cashiering activity

21. 21 Advancement System Module- Gift Societies u Using the Gift Society Processing enables you to n establish gift societies n to set up rules for membership qualification n track gift society members

22. 22 Advancement System Module- Matching Gift u Using the Matching Gift processing allows n an institution to track gifts that are eligible to receive matching gift payment from organizations

23. 23 Advancement System Module- Cashiering u Using a Cashiering Module allows n an institution to track transaction entry sessions

24. 24 Advancement System Module- Event Management u Using an Event Management Module n allows you to manage events and functions, tasks and participants associated with the event

25. 25 Quick Flows u Quick Flows n Quick Flow Form (GTVQUIK) u lets you define Quick Flow codes and descriptions

26. Questions and Answers

27. Thank you for your participation

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