Who can benefit from this class?
- Development professionals responsible for gift administration, budget, planned gift marketing, analysis of current gifts and expectancies
- Administrative staff responsible for entering, updating and maintenance of donor and gift data, payment production, tax forms, and other reports associated with gift administration
Topics Covered:
This session focuses on key organization set-up, data integrity, security, and data entry elements specific to gift annuities as well as other planned gifts. Students will learn the "what and why" for each data field in the software.
- Overview: how GiftWrap works
- Maintaining data integrity
- GiftWrap setup
- Searching and editing
- Entering & updating people, addresses, and gifts
- Severing gifts & recording deaths
- Using the help system
- Person and gift reports
