Fundraiser and Support Staff Training

Frontline Fundraisers and their support staff receive all of the typical Advance training opportunities as other staff, but are in addition visited in person for an individual orientation on Advance followed by training on the specific aspects of PMATS (Prospect Management and Tracking System) that will be a big part of their jobs.

In order to request this training for yourself or a new hire, please fill out this form.  After that:

  • In addition to the below form, please fill out the Alumni/Donor Database Access Form.
  • The new staff member will be contacted directly in order to complete the confidentiality agreement and online confidentiality training.
  • Upon completion of the confidentiality requirements, Advancement Training & Support will prepare his or her Advance account.
  • A member of the ARRM PMATS training team will contact you for scheduling the individual training.

You will receive an individual training at your desk as well as enrollment in the online Advance Basic Online course delivered through the Canvas course management system.  You will have access to that course for the duration of your active Advance account.

Staff Name:

Staff Email:

Staff UW NetID:

Staff is:

Unit/Dept.:

Staff Start Date, if in the Future:

Preferred Training Date(s):

Submitted by:

Submitted by Phone:

Submitted by Email:

Special Instructions: