In this video or document, learn how to Transfer Individual(s) and/or Families to New or Existing Households and Transfer Individuals to Donations. Presented on 06/15/2023.
In this document or video, learn about the importance of the Receives Statement checkbox and how to check Givers to receive a Donations Statement. Presented on 06/29/2023.
In this video, learn about Donation Transfers, Duplicate Giver Transfer, Inactive Givers, Gift from Estate, and Change Giver #s. Presented on 10/04/2023