Presentations

The Advancement Services & Operations department prepares training documents and monthly presentations to inform University Advancement staff about how to use its services and to promote best practices. Trainings take place on the fourth Friday of each month from 11 a.m. to noon in ADM153L. Follow the links below to see upcoming and past presentations and training materials.

For accessibility assistance with these documents, please e-mail develop@sfsu.edu or call (415) 405-3820. Download Adobe Acrobat Reader (new window will open) or download Microsoft Powerpoint viewer.

Upcoming Presentations

  • January 23, 2019 – DocuSign for Advancement, 11:00AM-12:00PM in Library Room 244
  • February 22, 2019 – Concur Expense Software Training, 10:00AM-12:00PM in Library Room 244

2018 Presentations

  • December 7, 2018 – Year End Gift Processing Procedures
  • September 27, 2018 – Future State 2035 – Update to Campus Plan, 11:00AM-12:00PM, Library Room 121
  • October 26, 2018 – New and Improved Foundation Reports, 11:00AM-12:00PM, Library Room 244
  • August 23, 2018 – CA Sales Tax on Auctions and Special Events
  • April 26, 2018 – University Police Department Follow-Up to Active Shooter Training – Lt. Wailun Shiu
  • March 28, 2018 – Advance (AWA) Procedures for Anonymity, Solicitation Preferences and General Updates
  • February 23, 2018 – Foundation Endowment Performance Update

2017 Presentations

2016 Presentations

2015 Presentations