Development 3.0

Development 3.0 is a new iteration of the Development module which redefines many key features in the Veracross Development world; most notably a comprehensive campaign stucture, overhauled giving history, moves management, and record re-definition.

Each of these homepages is designed with a certain employee in the Development/Advancement office in mind and have been streamlined to suit these employees’ needs.

Here is the new version of this article in the Veracross Community. Overview The Comprehensive Campaign homepage is a homepage with a shared workspace that is designed to act as the main dashboard for all matters relating to the active compre...

The Development: Configuration homepage is a homepage with a shared workspace where the systems, records, and data is configured and added into the system that allow the Development module to function as intended.

The My Opportunities homepage is a homepage with a shared workspace that is designed to be the dashboard that displays all opportunities that are the user’s responsibility and is mainly used by Major Gift Officers.

A fundraising activity record is a record designed for tracking and recording any sort of activity that is working toward a goal. There are several different types of fundraising activities that people in a Development office should acquire an understanding for in order to grasp the hierarchy of fundraising efforts for a school.

Moves Management can be controlled almost entirely from the My Opportunities homepage and can by boiled down to two different options — actions and tasks — for external and internal events, respectively.

Objectives are the way an advancement office can define specific and measurable goals for various fundraising activities. These are created and stored on the Objectives tab on each fundraising activity detail screen and can be accessed through the Objective Summary report

An Opportunity is an snapshot of a Fundraising Activity for a Constituent.

Rating and Scoring are methods that are built into the Development system that track a constituent’s likelihood and capacity to give at a measurable, granular level, while also enabling the ability to track and report on changes to these values over time.

This article details how to set up your own household constituent records and provides technical documentation the record type.

This article details how to set up your own organization constituent records and provides technical documentation the record type.

Here is the new version of this article in the Veracross Community. Overview General Campaigns — used for raising money for a specific purpose outside of an operating budget — are often associated with an overarching Compreh...

The Veracross Data Importer allows schools to import and update the opportunity records between constituents and fundraising activities for schools who are using Development 3.0 functionality.

The Veracross Data Importer allows you to import screening information into Axiom for reporting use.

This article serves as a landing page for series of webinars about the new Development 3.0 functionality hosted by Jillian.