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Crimson Fundraiser 201 is a Course

Crimson Fundraiser 201



Full course description

Course Introduction

This course is intended to teach the overall process of prospect management and the fundraising module within Crimson. You may choose between a live training (via Zoom) or the interactive, online training. 

Learning Outcomes

After completing the modules, you will be able to:

  • Search for a prospect
  • View prospect record and history
  • Request research and new plans on a prospect
  • Organize and execute a prospect plan
  • Enter contact reports and opportunities

Module Topics Include

  • Prospect Workflow
  • My Fundraiser Page
  • Prospect View
  • Relationships
  • Prospect Plans
  • Data Output Tabs
  • Wealth & Ratings
  • Interactions
  • Corporate Information
  • Reporting

Course Creators 

This course was put together by the Advancement Support and Training team in the Information Technology Department at the IU Foundation and IU Alumni Association. 

For help, please contact Crimson Connect by emailing or calling 812-856-2746.


Length: 1 hour


IU Foundation and IU Alumni Association


Credit: None


Audience: IU and IUF advancement staff

Sign up for this course today!