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.
December 18, 2017

Accounting: New Year Setup (v17 & Newer)

In this video, learn how to prepare for the new year for opening the new accounting year, updating budget amounts and updating beginning balances. From NYPAH Doc. Presented 11/15/2018.
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 16, 2018

Donations: New Year Setup (v19 & Newer)

In this video, learn how to prepare for the new year with reassigning Giver #s and entering new pledge campaigns.  Presented on 11/14/2018.