March 26, 2015

Donations: Giver Types

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March 10, 2017

Donations: Manage Givers (v17 & Newer)

In this video, learn about gives with family, giver numbers and view/edit/remove givers. Presented 3/9/2017
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.
October 13, 2017

Donations: Auto Assign Giver Numbers (v17 & Newer)

In this video, learn how to auto assign or end numbers for givers. From workbook D104, pgs 8 - 14. Presented 9/29/2017.
March 23, 2018

Donations: Adding New Givers (v17-v19)

In this video, learn about adding individuals, families and groups. From workbook D101, pgs 5 - 10. Presented 10/24/2017.
July 20, 2018

Donations: Manage Givers (v20 & Newer)

In this video, learn about the features to assign envelope numbers, gives with family and other available options. Presented on 7/20/2018.
November 13, 2019

Donations: New Year Setup (v19 & Newer)

In this video, learn how to run Labels for Giver # Envelopes. Starting New Campaign. Copy Campaign. Handling Prepaid Pledges. Presented on 11/13/2019.
November 14, 2019

Accounting: New Year Setup (v19 & Newer)

In this video, learn how to prepare for Opening New Year, Updating Budget Amounts, and Updating Beginning Balances. Presented on 11/14/2019.
December 4, 2019

Accounting: End of Year Cleanup Ideas (v19 & Newer)

In this video, learn about reworking the Chart of Accounts, Budgets, Cleaning up Vendors and Printing W2s. Presented on 12/04/2019.