Gift Acquisition Time Saver

Using a Gift Acquisition Template

Enterprise Gift Acquisition is one of the tools that many of us use frequently. We may regularly bring in updated donor or member lists, add contact information to accounts, or process monthly payment files. For the sake of efficiency and consistency, using a template that has been created and previously tested is a great time saving solution.
When creating a New Gift Acquisition, after entering the Description and Layout, you will find the Select Acquisition Template option under the File Menu:


After choosing Select Acquisition Template you will be presented with a list of pre-defined Templates:


All of the Execution options that were selected for Steps 1 and 2 will be copied into your current acquisition. You can then review and make any necessary changes before final Execution.