June 14, 2017

Donations: Transfers, Changing Numbers and Estates (v17 & Newer)

In this video, learn how to transfer donations, Terminate/inactive givers, gifts from estates and change giver #. Presented 5/10/2017.
September 17, 2019

Donations: Giving to Stay with Surviving Spouse (v19 & Newer)

In this document, learn how to keep giving with the surviving spouse after their spouse passes away.
December 18, 2019

Membership: Year End Reports (v22 & Newer)

In this video, learn How to Generate Commonly Used End of Year Reports. Presented on 12/18/2019.