Contribution Procedures

🗓️ Times / Locations

Wednesday, Sep 23 | 1:45 - 3:00

Ballroom C

👤 Trainer

Jennifer Nelson

📄 Class Topics

Giving Funds

• Creating Giving Funds

• Creating Giving Sets

• Non tax-deductible Gifts

Giving Unit Codes

• Loose Offering Giving Code

  • Visitor Giving Code

  • Updating Giving Unit

Recording Contributions

• Entering Batch Contributions

• Mass Contribution Edit

  • Special Offerings

  • Gifts-in-Kind

Contribution Procedures

• Transferring Contributions between Giving Units

  • Transferring vs. Merging Giving Unit Records

  • Transferring Contributions from a Visitor Giving Unit Record

• Giving Unit Maintenance

Contribution History

• Creating/Updating Contribution History

Memorial Gifts

• Activating Memorial Gifts/Contribution Link

  • Recording Memorial Gifts as contributions

  • Recording Memorial Gifts not as contributions

  • Using Memorial Gifts

  • Memorial Gift Reports

    • Reporting Gifts to the Designee’s Family

    • Memorial Gifts Given Report

    • Memorial Gifts Used Report

    • Memorial Gift Labels

📁 Related Resources