ACTION REQUIRED: If you or anyone at your foundation posted any deposits between 6/13/25 and 6/19/25 they will need to be undone and re-deposited (regardless of what the "Posting Date" is set to) to ensure the undeposited funds balance is properly cleared by fund.
This support webinar will go over the basics of how to optimize the Donor Opportunities entity through activities and relationship building, contingencies, and the distinction from Prospect. Learn to transition an opportunity to a donor once a gift is received.
Keywords: Donor Opportunities, donors, activities, relationships, contingencies, opportunity to donor