July 23, 2025
In this video, learn how to create members, visitors, and donations givers while entering a donations batch. Presented on 07/24/2025.
August 20, 2025
In this video, learn how to handle In-Kind Donations and Gifts of Stock. Presented 08/20/2025.
September 11, 2025
In this document or video, learn how to fix multiple entries for the same person. Presented on 09/11/2025.
October 8, 2025
In this video, learn how to create a list of pledgers and export their contact information. Presented on 10/06/2025.
October 8, 2025
In this video, learn how to create pledge campaigns and enter pledges. Presented on 10/08/2025.
October 23, 2025
In this document or video, learn how to enter donations that are received in 2025 for 2026 pledges. Presented on 10/23/2025.
November 6, 2025
In this video, learn when to use browse donations or posted batches. Presented on 11/06/2025.
December 18, 2025
In this video, learn how to customize a Donation Statement with the many features in the Report Designer. Presented on 12/18/2025.
April 14, 2026
In this video, learn about the difference between giving accounts and income accounts. Presented 04/14/2026.