create an "opportunity template" so similarly structured gifts can be easily added to different prospect plans.

prospects for special giving programs and campaigns are often presented with funding opportunities that are uniform across the special campaign. It would save a great deal of time if a bank of standard giving Opportunities could be used to add a proposed ask on prospect plans including a particular dollar amount, fund designation, and timing of the expected commitment date (such as fiscal year end).
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  • Jun 29 2015
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