Banner Advancement (8.x)

Banner 8 Overview

New to Banner? Take our introductory on-demand course for Banner 8. FREE to all Ellucian customers (Ellucian HUB login required).

On-Demand Courses for Banner Advancement (8.x)

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Course Summary Duration Access Required Action
Banner Advancement
Managing Prospects In this course you will learn how to manage prospects.

  • Managing Prospects Overview
  • Managing Prospect Records
  • Handling Proposals and Projects
  • Strategic Planning
  • Using Self-Service to Manage Prospects
60 minutes premium Log in to check access
Managing Advancement Individuals In this course you will learn about managing advancement individuals.

  • Managing Advancement Individuals Overview
  • Rolling Student Records to Banner Advancement
  • Managing Advancement Individual Records
  • Viewing Geographic Regions
  • Running Advancement Individual Reports
60 minutes premium Log in to check access
Managing Advancement Organizations In this course you will learn how to manage advancement organizations.

  • Managing Advancement Organizations Overview
  • Creating Advancement Organization Records
  • Managing Advancement Organization Records
30 minutes premium Log in to check access
Managing Campaigns and Designations In this course you will learn how to define gift and pledge purposes and establish campaigns that reflect the structure and priorities of the fundraising program.

  • Managing Campaigns and Designations Overview
  • Managing Designations
  • Viewing Designation Details
  • Running Designation Reports
  • Managing Campaigns
  • Viewing Campaign Details
  • Running Campaign Reports
60 minutes premium Log in to check access
Managing Volunteers In this course you will learn about managing volunteers in Banner Advancement.

  • Managing Volunteers Overview
  • Tracking Solicitation Efforts Using the Year Method
  • Tracking Solicitation Efforts Using the Campaign Method
  • Assigning Contracts
  • Viewing Fundraising Activity Data
  • Funning Reports Associated with Fundraising Efforts
60 minutes premium Log in to check access
Processing Gifts In this curriculum you will learn how to record and track gifts made to the institution.

  • Processing Gifts Overview
  • Processing Gifts
  • Viewing Gift Detail
  • Running Gift Processing Reports
  • Processing Gifts from Third-Party Processors
60 minutes premium Log in to check access
Processing Pledges and Pledge Payments In this curriculum you will learn about processing pledges and pledge payments in Banner Advancement.

  • Processing Pledges and Pledge Payments Overview
  • Creating Pledges
  • Processing Pledge Payments
  • Viewing Pledge Details
  • Running Pledge Payment Processing Reports
60 minutes premium Log in to check access
Processing Acknowledgements In this course you will learn about processing acknowledgements in Banner Advancement.

  • Processing Acknowledgements Overview
  • Setting Up Acknowledgements
  • Generating Acknowledgements
35 minutes premium Log in to check access
Processing Matching Gifts In this curriculum you will learn about processing matching gifts in Banner Advancement.

  • Processing Matching Gifts Overview
  • Creating a Matching Gifts Organization
  • Processing Matching Gifts
  • Processing Matching Gifts Data Received from External Sources
  • Running Matching Gift Reports
60 minutes premium Log in to check access
Managing Memberships In this course you will learn about managing memberships in Banner Advancement.ing Membership Reports.

  • Managing Memberships Overview
  • Creating Memberships
  • Managing Memberships
  • Running Membership Reports
45 minutes premium Log in to check access
Managing Gift Societies In this course you will learn about managing gift societies in Banner Advancement.

  • Managing Gift Societies Overview
  • Setting Up Gift Societies
  • Managing Gift Societies
  • Running Gift Society Reports
45 minutes premium Log in to check access
Managing Events In this course you will learn about managing events in Banner Advancement.

  • Managing Events Overview
  • Setting Up for Event Management
  • Managing Events
  • Viewing Event Information
45 minutes premium Log in to check access
VSE Reporting In this course you will learn how to create the Voluntary Support of Education (VSE) Report.

  • VSE Reporting Overview
  • VSE Reporting
20 minutes premium Log in to check access
Using the Data Load and Extract Processes In this course you will learn how to load and extract data from a third-party vendor or external system.

  • Using the Data Load and Extract Process
  • Extracting and Loading Data
20 minutes premium Log in to check access