Electronic Gift Agreements

Electronic Gift Agreements provides focused training on the Electronic Gift Agreement (EGA) process within ACE. This course guides learners through the complete lifecycle of an agreement, from initial creation through workflow management and final documentation.

Topics include:

• Generating Electronic Gift Agreement (EGA) prefill links
• Creating new Electronic Gift Agreements
• Editing and updating existing agreements
• Managing gift agreement workflow statuses
• Accessing and maintaining EGA documentation
• Understanding the role of electronic agreements within fundraising operations

By the end of this course, learners will be able to create and manage Electronic Gift Agreements, track agreements through the appropriate workflow stages, and maintain the documentation necessary to support donor commitments and gift processing activities.

Estimated Time: 1 hour 35 minutes
Course Structure: 1 module, 5 topics
Audience: Development officers, Advancement Services staff, fundraising operations personnel, and ACE users responsible for creating, managing, or tracking gift agreements.