The Advancement Project

The Advancement Project (TAP) is a joint effort of the Office of Development and Alumni Relations (DAR), the Division of Finance, and Information Systems and Computing (ISC) to integrate and improve current alumni, donor, and gift administration systems. Its goals are:

to allow the University to significantly increase its fundraising
to better support alumni, donor, and membership programs
to meet the University's financial requirements more efficiently and effectively
to implement the self-service tools, data, systems, supporting policies, and procedures that allow this to happen

Introducing ATLAS, your portal to Penn Advancement

- notes on ATLAS, Release 3.5

- sign up for ATLAS training

- sign in to ATLAS [both training and PennKey required]

- ATLAS help: FAQ, end user training manual, instructions for managing content

ATLAS Update -- February 2007

ATLAS 4.0 . . . The Journey Continues

On April 2nd 2007 we will launch Atlas 4.0!

Atlas 4.0 includes updates and changes to such things as giving history inquiry, pledge schedules, gift and pledge transmittals. All Development and Alumni Relations staff will notice enhancements in Atlas 4.0.

To introduce Development and Alumni Relations staff to these updates and to review recent Atlas enhancements, all DAR staff members are required to attend one Atlas 4.0 Overview Training.

Additionally, staff members who prepare transmittals are required to attend New Transmittal and Advanced Gifts Training in order to be trained on processing gifts and pledges with the newly revised/updated transmittal forms.

Atlas 4.0 was designed to improve the efficiency and effectiveness of Development and Alumni Relations work at Penn. We look forward to sharing these enhancements and updates with all of DAR.

If you have any questions about Atlas 4.0 Training or the Atlas 4.0 launch, please contact Cassie Bartelme, DAR Training Specialist for help.

ATLAS 4.0 Improvements and Enhancements:

Automatic Soft Dollar Crediting for spouse/partner
Enhanced Pledge Schedules
Pledges to Multiple Designations
Mass Communications Functionality
New Transmittal Forms
And more!

The Advancement Project is a collaborative effort of Development and Alumni Relations (DAR), the Treasurer's Office, and Information Systems and Computing.

Latest ATLAS and Advancement Project News
For the latest ATLAS developments, log on to ATLAS at http://www.atlas.upenn.edu. For updates on the Advancement Project, visit the project web site at http://www.alumni.upenn.edu/advance/

Feedback and Assistance
Please send your questions and comments to atlashelp@dev.upenn.edu

what's new...

• your feedback, please

• meet the TAP team

The Advancement Project is a joint effort of the Office of Development and Alumni Relations (DAR), the Division of Finance, and Information Systems and Computing (ISC) · copyright © 2004 University of Pennsylvania · last modified: February 8, 2007 · Questions or comments? Contact: Advancement Project Team.