Gift Intake

Articles on Launchpad workflow steps and functions in the gift intake process.

Articles (4)

Comments by Requestor

This article explains how requestors can add comments to a Launchpad request, how to notify others of the comment, and how to view comments in the request feed.

Comments/Updates by Technician

This article includes steps for creating comments and updates for technicians.

Donor Review of Gift Agreement

This article explains how requestors (development officers) will process the donor review of a gift agreement by locating the gift agreement, downloading and obtaining donor signature, and submitting the gift agreement in Cobblestone for Advancement & Partnerships signatures.

Gift Intake Form: Creating a new fund gift agreement

This article outlines the steps for creating a new gift agreement using the Launchpad Gift Intake form that will be processed by Advancement & Partnerships approvers until the gift agreement draft is ready for donor review.