Kestrel

Guide

Advancement

Version 1.0 ·Updated 2026-09-17

Next reviewed by 2027-03-17.

Written for each member of a school's staff, from the registrar to IT, and the families using the portal.

For the development office, who record the school's gifts and keep in touch with its donors and former students.

All guides, including the first steps each member of staff takes. The training for this role takes these tasks in sessions.

Read the gifts the school has received

Foundation, "Gifts"

Needs advancement.gift.read.

  1. Open Foundation and choose "Gifts".
  2. Choose "This financial year" or "Not receipted" to narrow the list, and press a row to open the gift.