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Resource Center

Contributions 201: WebTools, Renumbering Envelopes & eGiving

Mon, Oct 21, 2019 | 10:00 a.m.–11:30 a.m. CST

Learn how to enter offerings with WebTools, update contributor records, and renumber envelopes. We’ll also cover the Shepherd’s Staff’s integration with Vanco eGiving, gifts-in-kind records, and how to best utilize the various contributions reports.

  • Updating contributor records
    • Marriage, divorce, or death
    • Combine utility
  • Renumbering envelopes
    • Automatic process
    • Manual process
  • Gifts-in-kind records
    • Non-money gifts
    • IRS implications and definitions
    • Printing acknowledgements
  • Vanco eGiving
  • Yearly summary records
  • Fund totals
  • Clean-up utility

 

Cancellation Policy: Verbal cancellation required at least fifteen days prior to training start date. No refund will be given for cancellation after fifteen-day period.

CTS reserves the right to cancel or change dates.